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<p>At American Express, our culture is built on a 175-year history of innovation, sharedvaluesand 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.</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.</p><p>American Express Global Commercial Services (GCS) is the Global leader in the Commercial Payments Solutions space and subsequently continues to be an exciting and fast-growing segment. To maintain success, accelerating sales and driving growth are critical for the organization while maintaining the highest levels of control and compliance standards.</p><p>You will be joining a high priority and high visibility program management team that touches many teams within GCS and across American Express. The successful candidate will be responsible for providing program management support across deliverables and ensuring we seamlessly advance the business unit to an elevated risk management model.&nbsp;This individual will ensure the timely and structured management of the multi-year program for GCS. The role involves critical coordination across GCS workstreams, business unit leaders, and extensive collaboration with partners in second-line, third-line, and supporting areas to ensure we continue maintaining the highest levels of control and compliance standards.&nbsp;</p><p><strong>Core Responsibilities:</strong></p><ul><li>Develop and support an E2E cross-functional workplan enabling the delivery and oversight of&nbsp;project deliverables</li><li>Partner with Sales,&nbsp;Product, Servicing, Compliance, GCO, Control Management, Technologies, 2LOD/3LOD</li><li>Serve as the program management function, acting as a conduit between GCS sponsors/leads and the critical workstreams delivering on project mandates&nbsp;</li><li>Ensure clear communication of progress up to top level management; report on milestone progress, raise key decisions and issues for resolution where required.</li><li>Collaborate closely with external parties (i.e. consulting partners) and support all engagements to ensure key decisions are made and progress is achieved.&nbsp;</li><li>Develop linkages and dependencies with groups within and outside of Global Commercial Services</li><li>Support PMO forums for GCS, interface with organization-wide committees (e.g., Operational Risk Management Committee), and share insights (e.g., Community of Practice)&nbsp;</li><li>Execute on protocol for capturing all key artifacts including approvals and evidence of task completion to support appropriate milestone completion, in line with Enterprise PMO guidance</li></ul><p><strong>Minimum Qualifications</strong></p><ul><li>The ideal candidate will be a highly motivated self-starter who is able to deliver strategic thought leadership and lead projects with limited guidance.&nbsp;</li><li>Comfortable operating in a fast-paced, highly complex environment with a proven ability to quickly adjust to shifting priorities, multiple demands, ambiguity and rapid change.&nbsp;</li><li>Excellent project/program management and organizational skills with a demonstrated ability to build ‘results driving’ relationships.&nbsp;</li><li>Excellent written and verbal communication skills with proven ability to influence without authority.&nbsp;</li><li>Proven track record of developing strategic frameworks for vaguely defined business problems and ability to turn those frameworks into actionable projects/initiatives that drive meaningful results.</li><li>Strong thought leadership including ability to quickly understand critical linkages and implications of program strategies on the business at large.&nbsp;</li><li>Proven track record of building relationships and successfully operating in a highly matrix environment and being able to lead and influence without direct authority.</li><li>High level of integrity with ability to handle sensitive issues with complete confidentiality&nbsp;</li><li>Knowledge of commercial payments industry &amp; economics advantageous.</li><li>Experience in Strategic Planning, Program Management, Project Management, Consulting, and/or Process Transformation supporting a large cross-functional, change-management initiative that supports multiple domains&nbsp;</li><li>Demonstrated control mindset, with preference of previous experience in operational risk and compliance at a Bank.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Understanding or prior experience in Global Commercial Services&nbsp;</li></ul><p>Salary Range: $103,750.00 to $174,750.00 annually + bonus + 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 U.S. is required as the company will not pursue visa sponsorship for these positions.</p>

American Express

Senior Manager-Strategic Planning, Program Management

<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.</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.</p><p>How will you make an impact in this role?</p><p>Commercial Servicing is hiring Customer Care Professionals for our Inbound Program Administrator Servicing Phone Teams (Tier 4). As a Customer Care Professional, you add incremental value on every interaction with a stated outcome of exceptional feedback from our customers and increased customer loyalty. You will be responsible for evaluating and analyzing account information and recommending tailored solutions to the client, including relevant products and services and membership privileges. Other responsibilities include continuously improving on the customer experience, building rapport, understanding customer needs, and handling objections. You will provide extraordinary customer care by responding to questions concerning accounts in a fast-paced, structured customer care environment. &nbsp;</p><p><strong>Responsibilities may include:</strong></p><ul><li>Implementing Customer First Call Flow on a consistent basis, understanding and delivering on Customer First behaviors and principles</li><li>Providing expert level service to major corporations regarding all aspects of Corporate Card programs, including general account maintenance, 1st level troubleshooting with American Express tools, consultation on various products, etc.</li><li>Demonstrating the ability to address immediate client need and provide relevant value to the client; while engaging in a consultative conversation ensuring you are adding value to each call&nbsp;</li><li>Primary contact for assisting with web-site navigation and MIS reporting/maintenance</li><li>Encouraging expansion of card programs through focused sales strategies and enrollments</li><li>Continuously improve on the customer experience, including building rapport, understanding customer needs, handling objections, and streamlining the experience for the Program Administrator.&nbsp;</li><li>Provide extraordinary customer care by responding to questions concerning accounts in a fast paced, structured customer care environment</li><li>Document necessary account information according to established policies and procedures</li></ul><p><strong>Minimum Qualifications:</strong></p><ul><li>2+ years experience servicing clients with proactive solutions that grow relationships by demonstrating proven relationship building, consultation, problem solving and analytical skills</li><li>Passion for servicing clients with proactive solutions that grow relationships by demonstrating proven relationship building, consultation, problem solving and analytical skills</li><li>Exceptional interpersonal and relationship building skills with the ability to analyze and assesses the needs of the clients</li><li>Excellent communication and written skills</li><li>Strong flexibility and adaptability to manage multiple tasks within stringent time frames while maintaining accuracy</li><li>Work independently in a structured environment with minimal supervision<br>Effective and accurate decision-making skills</li><li>Strong computer literacy accessing numerous applications during any one transaction and expert internet navigation skills required</li><li>Working knowledge of MS Office product</li></ul><p>Additional Information</p><p>Location: Hybrid- American Express Phoenix Service Center (Canyon) &nbsp;</p><p>Hours of Operation: Monday-Friday 6am-6pm MST&nbsp;</p><p>Salary Range: $20.00 to $22.75 hourly + bonus + benefits</p><p>The above represents the expected hourly pay 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 U.S. is required as the company will not pursue visa sponsorship for these positions.</p>

U.S. Program Administrator: Commercial Servicing

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This dynamic role is well-suited for someone who enjoys solving Fidelity’s Healthcare Group clients’ and prospective clients’ requirements in a fast-paced, unexpected environment. If you’re energized by representing the Voice of the Customer, and being part of a hard-working, creative, and collaborative team that loves to win, this role if for you!</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Health &amp; Welfare outsourcing services expertise required.</li><li>Bachelor’s Degree, minimum; Master’s Degree or MBA preferred.</li><li>Minimum 7 years related product/ industry experience; 4 - 5+ years of Fidelity experience desirable.</li><li>Health &amp; Insurance and/or individual property and casualty broker license desirable</li><li>Approximately 50% travel requirement.</li></ul><p><strong>The Purpose of Your Role</strong></p><p>You will work closely with Account Executives, Managing Directors and Product &amp; Service Consultants to win Health and Welfare for our largest clients. You will be responsible for performing a comprehensive analysis of a client’s requirements for participants and plan sponsors which includes reviewing their plan document(s) and successfully representing the Fidelity solution during the sales process. You’ll collaborate with Workplace Solution customers to position our standard product offering to meet their needs or, when needed, develop unique solutions.</p><p>This role relies heavily upon your knowledge of all of our Healthcare products, services and processes as well as your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.</p><p><strong>The Skills You Bring</strong></p><ul><li>Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations</li><li>Perform both strategic and tactical work optimally, applying strategy to high impact messages/themes throughout on all phases of the deal.</li><li>Develop solutions consistent with our current and planned capabilities, including understanding the financial impact of such solutions and with respect to our standard business model.</li><li>Make appropriate decisions swiftly and holistically</li><li>Get results while preserving relationships. Internal influence skills include organization navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value vs. risk of solutions</li><li>Client-facing consultation and outstanding listening skills to understand needs.</li><li>Expert presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal and external.</li><li>Excellent verbal and written communication skills</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Helping to grow the Health &amp; Welfare business as we expand our capabilities and market reach</li><li>Performing strategic analyses on behalf of clients and prospects to identify fit and potential service model issues which may require exception management.</li><li>Performing detailed plan document review for potential new business relationships and detailing standard &amp; non-standard product/ service requirements.</li><li>Owning internal exception approval process steps to find proven solutions.</li><li>Providing subject matter expertise on health and welfare benefit issues during the sales/ rebid process.</li><li>Participating in the differentiation of Fidelity’s image in the HR/Finance/Benefits community through thoughtful RFP responses, high impact presentations, and preparing other team members for the presentations. </li><li>Owning the integrity of final RFP responses and ensuring that our team of Account Executives understand the solution being offered.</li><li>Consulting with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.</li><li>Monitoring benefits developments and industry and competitive trends on an ongoing basis.</li><li>Representing the voice of the customer/market to influence product roadmap</li><li>Catalyzing change within the team and business unit with an eye for customer needs.</li><li>Providing real time market feedback to product, systems and marketing organizations.</li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Our team within Workplace Investing Sales, strives to win and retain clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the leading benefits outsourcing provider.</p><h3>Certifications:</h3><h3>Category:</h3>Sales Support<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

VP, Solution Architect- Health/Welfare

<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 Distribution Manager Designate is considered a training position.  You will be expected to relocate to another McLane division if and when needed. <br><br><strong>Benefits you can count on:</strong><br><ul><li><strong>Pay rate: $90,000.00 to $100,00.00 per year.</strong></li><li><strong>This role is also eligible to participate in the annual incentive plan with a target incentive of 15% of your base annual salary.</strong></li><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 Distribution Manager:</strong><br><ul><li>Maintain facility in a safe manner according to company and legal standards; investigate and resolve unsafe conditions; coordinate safety investigations.</li><li>Benchmark and manage warehouse aspects of profit and loss statement; ensure that procedures are cost-effective.</li><li>Assign accountability within staff to rack and trend Key Performance Indicators (KPI).</li><li>Assist Transportation Manager to resolve issues between warehousing and distribution.</li><li>Provide training, conduct performance reviews and recommend salary adjustments.</li><li>Additional duties and/or special projects may be assigned at the position supervisor's discretion. </li></ul><br><strong>Qualifications you'll bring as a Distribution Manager:</strong><br><ul><li>High school diploma or GED.</li><li>At least 5 years of outbound and inbound warehousing experience.</li><li>Knowledge of distribution systems.</li><li>Experience managing a large warehouse staff with experience in hiring, training, and motivating teammates and resolving employee relations issues.</li><li>Understand financial statements and resulting cost implications; identify financial issues and provide cost-effective solutions.</li><li>Computer skills (Microsoft Excel, Outlook, Word, and Access). </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>Preferred Qualifications:</strong><br><ul><li>Bachelor's degree in a relevant field.</li><li>At least 4 years of accounting, planning, analytical, and/or reporting experience in positions with increasing responsibility.</li><li>AS/400 mainframe computing experience.</li><li>Foodservice industry experience. </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

Distribution Manager- Designate

<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 - South Bend, IN

<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>The base salary range for this position is $61,000 - $80,000 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

Relationship Manager - Torrance, CA

McLane is one of the largest and most stable supply chain services leaders in the United States. We've been at the forefront of delivering retail and restaurant solutions for convenience stores, mass merchants, drug stores, and chain restaurants for over 125 years.  Our vision is to be an agile, innovative, and unified supply chain partner that delivers a superior customer experience, improves the lives of our teammates and community, and produces best-in-class returns. <br><br>The Senior Accountant is jointly responsible for financial and accounting activities within a McLane Company, Inc. retail division. They also have frontline supervisory and leadership responsibilities for the division's non-exempt accounting team.<br><br><strong>BENEFITS:</strong><br><ul><li>Pay rate: $70,000 to $80,000 per year.</li><li>This role is also eligible to participate in the annual incentive plan with a target incentive of 10% of your base annual salary.</li><li>Day 1 Benefits available: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.  </li><li>401(k) with annual company match.</li><li>Paid holidays, vacation time, sick leave accrual, college tuition reimbursement, and more!<br><br><strong>ESSENTIAL JOB FUNCTIONS / PRINCIPAL ACCOUNTABILITIES:</strong></li><li>Other duties may be assigned. A teammate in this position must have the ability to:</li><li>Share responsibility for all aspects of the financial reporting of a division, such as:</li><li>Financial statement preparation and management including advanced balance sheet reconciliations.</li><li>Support all departments in expense control to include review and analysis.</li><li>Set up, maintain, and inventory fixed assets.</li><li>Prepare documents for internal and external audits.</li><li>Maintain compliance with Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley (SOX), McLane accounting policies, best practices and other internal controls.</li><li>Assist in preparing the annual budget.</li><li>Prepare, file and pay product excise taxes and other taxes as needed including:</li><li>Forecast and facilitate the purchase of excise tax indicia.</li><li>Assist in meeting physical security and internal control objectives of tax indicia and taxable product.</li><li>Facilitate various jurisdictional audit and information requests.</li><li>Supervise and train accounting department clerical staff.</li></ul><br><strong>MINIMUM QUALIFICATIONS AND REQUIREMENTS:</strong><br>A teammate in this position must:<br><ul><li>Have a Bachelor's Degree in Accounting.</li><li>Be a Certified Public Accountant (CPA) or CPA-in-progress preferred.</li><li>Possess 3 or more years of accounting experience.</li><li>Have strong Microsoft Office skills (Excel, Word, PowerPoint, etc.).</li><li>Have Oracle E-Business Suite experience preferred.</li><li>Possess strong analytical skills.</li><li>Possess strong written and verbal communication skills.</li><li>Have the ability to organize, forecast and meet deadlines.</li></ul><br><strong>WORKING CONDITIONS:</strong><br><ul><li>Office environment.</li><li>Interaction with cigarette stamping and inventory control in a distribution center environment.</li><li>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.</li></ul><br>All qualified 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.

Senior Accountant

<p><b>About Us:</b></p><p><br>Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp;</p><p><br>We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp;</p><p><b>JOB SUMMARY:</b></p>Corro Clinical, a division of CorroHealth,  is an innovative, rapidly growing physician-led organization that helps hospitals improve financial performance by benchmarking hospital performance by payer and functional area, identifying sources of lost revenue or risk, creating, and implementing operational solutions to address the issues uncovered, and monitoring ongoing results. The company has a vibrant culture that strives to promote a positive work-life balance while allowing professionals to utilize their skills in an environment that positively impacts healthcare.<p><b>ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp;</b><br><b>Note: </b>The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.</p><p><b>Essential Functions: </b></p><ul><li>Hours 10am-7pm EST</li><li>You will be on the phone approximately 90% of the day.</li><li>Call payers to schedule Peer to Peer calls with CorroHealth Medical Directors&nbsp;</li><li>Call payers on cases that are past Peer to Peer scheduled time frame.&nbsp;</li><li>Document information from payer call in CorroHealth proprietary system.&nbsp;</li><li>Enter account status into multiple databases.&nbsp;</li><li>Support various functions within the department such as case entry support, Peer to Peer support, and appeals support.&nbsp;</li><li>You will work independently but must also be able to collaborate and work within a team setting.</li><li>Perform other duties as assigned.&nbsp;</li></ul><p><b>Skills Required: </b></p><ul><li>Must love communicating with others over the phone.</li><li>Strong verbal and written communication skills. Will need to articulate to payors what is needed and be able to quickly document any relevant information that is obtained.</li><li>Detail-oriented. This position requires the ability to multi-task, work on multiple screens and programs at a time, so must be able to toggle back and forth and keep everything organized.</li><li>You will be working to solve issues, so someone who likes to problem solve, seeks resolution and likes to take initiative will be a great fit!</li><li>Works independently but is a team player.&nbsp;</li><li>Able to work in a fast-paced environment.</li><li>Required to keep all client and sensitive information confidential.&nbsp;</li><li>Strict adherence to HIPAA/HITECH compliance&nbsp;</li></ul><p><b>Education/Experience Required: &nbsp;</b></p><ul><li>High School Diploma or equivalent required. Bachelor’s degree preferred.</li><li>Call center experienced preferred.</li><li>Understanding of denials processes for Medicare, Medicaid, and Commercial/Managed Care product lines, a plus&nbsp;</li><li>Prior experience of accessing hospital EMR’s and Payer Portals preferred.&nbsp;</li><li>Proficient in MS Word and Excel.</li><li>In excel you must be able to open a spreadsheet, utilize formulas such as adding, subtracting, multiplying. You should be able to copy in past in cells as well as create multiple worksheets within a workbook.</li><li>Accurate keyboard skills. You should be able to type a minimum of 30wpm.</li></ul><p><b>PHYSICAL DEMANDS:</b><br><b>Note:</b> Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines.<br>A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.</p>

CorroHealth

Coordinator, P2P Appeals

<p><strong>Training &amp; Development Facilitator, Life Operations</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>This position is responsible for delivery of learning content through suitable approaches that meet desired learning outcomes and learner needs. This person builds trusted relationships and creates an engaging learning environment. They drive learner development by actively providing feedback and learner support. The Learning Facilitator partners with business experts, performs job shadowing and collects learner feedback to continuously improve the curriculum throughout our operations team.</p><p><strong>Key Responsibilities</strong></p><ul><li>Facilitate new-hire and new-initiative training through instructor-led and virtual instructor-led sessions utilizing a variety of delivery methods specific to adult learning, using instructional techniques and formats, such as role playing, simulations, team exercises, group discussions, and facilitation</li><li>Quickly masters training content; is resourceful in consulting subject matter experts and other resources (e.g., websites, manuals, literature) to add to his/her content knowledge</li><li>Establish credibility with the audience by knowing the content area, providing relevant examples, and linking the material to the audience’s job experiences and challenges</li><li>Skillfully make the connection between learning objectives and line of business goals in the classroom</li><li>Present information in a clear, logical and organized way; knows which points to emphasize to increase learning</li><li>Actively seek evidence of audience engagement and comprehension, tailoring the training to meet differing needs, interests, and experience levels among participants</li><li>Organize, develop, and maintain training materials, handouts, and visual materials</li><li>Monitor, evaluate and record training activities and program effectiveness, recommending and developing alternative training methods to continually improve programs</li><li>Assess training needs through surveys, interviews with employees, focus groups, and/or consultation with managers, instructors, or business representatives</li><li>Evaluate, document and coach trainees' performance, through testing and role-plays, whether trainees will meet standards to successfully complete the training programs</li><li>Prepare classroom and class materials prior to class</li><li>Perform all training duties, and all other duties as required</li></ul><p></p><p><strong>Job Requirements</strong></p><ul><li>Bachelor’s degree required, or five years of specific job-related experience may be substituted</li><li>Knowledge of life insurance and/or annuity products required</li><li>Related professional certification or designation is an asset</li><li>Able to communicate complex technical concepts and ideas, both verbally and in written form, clearly and accurately</li><li>Strong presentation and communication skills; ability to facilitate and present to groups of varying sizes and skill level</li><li>Strong interpersonal skills and sensitivity to deal effectively with individuals from different cultures, along with professional maturity and confidence in communicating results with peers and various levels of management</li><li>Organizational skills to multi-task, meet deadlines, and be able to work independently</li><li>A strong desire to learn new technologies, the curiosity to figure out how things work, and a passion for improving the user experience</li><li>Ability to readily adapt to an ever-changing environment</li><li>Thinks quickly on his/her feet; handle challenging questions and comments with poise and confidence</li><li>Willingness to perform other duties as assigned</li><li>Must be able to pass a background check</li></ul><h6>The base compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package, which includes a 401(k) retirement plan match, medical, dental, and vision insurance, paid holidays, and a generous paid time off plan, as well as other benefits.</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Training & Development Facilitator, Life Operations

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 50 client relationships that may range $20 – 60M 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><p><br><strong>The Expertise We’re Looking For</strong></p><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><p><strong>The Purpose of Your Role</strong><br> 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><p><br><strong>The Skills You Bring</strong></p><ul><li>Retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>Excellent verbal and written communication skills.</li><li>Organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Effective presentation skills, influence and negotiation skills.</li><li>Experience working with Financial Advisors.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>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.</li><li>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.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>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.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>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.</li><li>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.</li><li>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.</li><li>Developing strong working relationships internally.</li></ul><p><strong>How Your Work Impacts the Organization</strong><br>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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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>

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