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<h3><strong>Change Manager, Lifetime Financial Help Strategy, Fidelity Investments - <em>Boston, MA - Merrimack, NH or Jersey City, NJ</em></strong></h3> <h3><strong>Job Description</strong></h3> <h3>You blend critical thinking with a drive for delivering strong and actionable results, while being passionate about bringing value to our plan sponsors, participants, and Fidelity. As a member of the Lifetime Financial help Look Ahead Team, you will collaborate with your team and business partners across the product area and Workplace to identify and prioritize strategic opportunities to innovate to better meet customer needs. You will synthesize key trends, the market landscape, internal capabilities, and partner input to articulate opportunities while influencing strategic decisions and roadmaps. You will be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role, and support your teammates do the same.</h3> <h3><strong>The Team</strong></h3> <h3>As part of the Lifetime Financial Help Product Area, the Look Ahead Team is responsible for guiding the longer-term product area strategy as well as leading planning and governance processes. We place a strong emphasis on outside-in thinking by interpreting market signals and understanding client and customer needs, while also ideating and incubating new opportunities. We also play point with Workplace Strategy &amp; Planning to lead the LFH portfolio multi-year planning processes and executive insights.</h3> <h3><strong>The Value You Deliver </strong></h3> <ul> <li>Conduct market, customer, and competitive research to bring an outside-in perspective to help identify value to customer and inform opportunities </li><li>Use outside-in insights to develop hypotheses and inform learning agendas </li><li>Collaborate within and across product areas and teams to develop growth opportunities that meet client and customer needs </li><li>Work with Product Area and Group Squad leadership to facilitate development and prioritization of opportunities by building compelling and data-driven business cases, product roadmaps, leading to appropriate resourcing and outcomes </li><li>Build credibility and trust with a diverse set of leaders in and out of the product area to influence and align around shared goals and visions </li><li>Incubate early stage concepts to test and refine market potential </li><li>Develop executive level communications to provide insight into strategic efforts </li></ul> <h3><strong>The Expertise You Have </strong></h3> <ul> <li>Bachelor’s or equivalent with 10+ years of experience, Master’s preferred </li><li>Experience in management consulting and/or product strategy is strongly preferred </li><li>Financial services experience preferred, but not required </li></ul> <h3><strong>The Skills You Bring </strong></h3> <ul> <li>Critical thinking and ability to analyze and synthesize a variety of inputs to drive to a recommendation </li><li>Data-driven approach to frame market opportunities and inform key strategic questions </li><li>Strong cross-functional leadership and skills to navigate a demanding environment and influence partners with a wide range of priorities and perspectives </li><li>Comfortable with a fast-paced environment and responding to urgent requests that may arise </li><li>Excellent consultative, listening, communication, and analytical skills </li><li>Strong team collaboration with the ability to navigate differences in opinion with grace and incorporate constructive feedback as data for the next iteration </li></ul> At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity TalentSource

Management Consultant, Lifetime Financial Help Strategy

<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>VP, Management Consulting<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>JOB SUMMARY:</b></p><p>As a Vice President in our Management Consulting Practice, you will bring your extensive consultative insight and knowledge of the hospital’s Clinical Revenue Cycle to drive optimal internal processes that deliver better revenue outcomes. You’ll build long-lasting and impactful relationships with hospital executives as you help them realize value from the CorroHealth program and drive their success. Through data and analytics, you’ll benchmark hospital performance by payer and functional area, identify sources of lost revenue or risk, create, and implement operational solutions that address these issues, and manage performance to drive outcomes. You’ll join a team of motivated and creative problem solvers who thrive under pressure and work in a fast-paced but collaborative team environment.</p><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>About CorroHealth:</b></p><p><b>CorroHealth</b> is the leading provider of clinically led healthcare analytics and technology-driven solutions dedicated to positively impacting the financial performance of hospitals and health systems. With more than 7,500 employees worldwide, CorroHealth delivers integrated solutions, proven expertise, intelligent technology, and scalability to address needs across the entire revenue cycle. To learn more, visit corrohealth.com.</p><p><b>CorroHealth </b>provides data-driven solutions combined with clinical operations support to hospitals and health systems nationwide to help them improve financial performance and Medicare compliance. 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><p>As a <b>Vice President in our Management Consulting Practice </b>you will bring your extensive consultative insight and knowledge of the hospital’s Clinical Revenue Cycle to drive optimal internal processes that deliver better revenue outcomes. You’ll build long-lasting and impactful relationships with hospital executives as you help them realize value from the CorroHealth program and drive their success.&nbsp; Through data and analytics, you’ll benchmark hospital performance by payer and functional area, identify sources of lost revenue or risk, create, and implement operational solutions that address these issues, and manage performance to drive outcomes. You’ll join a team of motivated and creative problem solvers who thrive under pressure and work in a fast-paced but collaborative team environment.&nbsp;</p><p><b>The Impact That You Will Have:</b></p><p>Over the last 20 years, many hospitals have been struggling financially due to complex regulation and policy changes set forth by Medicare and private payer organizations. Many have faced bankruptcy and in extreme situations some have even closed. Individuals on our Management Consulting Team lead challenging and rewarding careers providing our hospital clients with strategies and solutions to ensure our clients are paid fairly which benefits them and the communities that rely on their services. &nbsp;Additionally, through coaching, development, and mentoring you will be responsible for growing members in our Consulting Practice.</p><p><b>In This Role You Will: </b></p><ul><li>Help the Management Consulting Team deliver transformative programs that involve analyzing hospital claims and encounter data, identify issues, formulate, and test hypotheses and develop an approach to solve the client’s problem</li><li>Use your knowledge of healthcare industry and the Clinical Revenue Cycle to evaluate the impact of regulatory updates, process changes, new commercial payer agreements, and new strategic direction for hospital clients</li><li>Translate data into meaningful presentations and reports for key decisions makers and client executives. Identify nuances in the standard deliverables that are likely to raise concerns or questions, research the issue and present a client-ready response. Identify the salient points to share with the client based on the metrics or other standard deliverables.</li><li>Develop, present, and implement recommended processes, education, training and KPIs.</li><li>Collaborate with Sales, regulatory and clinical leaders to create initial assessments for prospective clients and develop action plans with proposed solutions.&nbsp;</li><li>Work closely with other teams and CorroHealth subject matter experts in the development of business cases for new products</li></ul><p><b>Do You Have What It Takes?</b></p><ul><li>Bachelor’s Degree, with demonstrated capability and experience in economics, finance, accounting, business or other related analytical field is required</li><li>5+ years of hospital revenue cycle consulting experience and experience analyzing hospital claims data; 5+ years of healthcare industry experience in a client-facing role preferred</li><li>Exceptional analytical and quantitative problem-solving skills and the ability to learn and adapt quickly</li><li>Ability to synthesize data and information and summarize conclusions</li><li>Outstanding written and oral presentation skills, ability to engage in back-and-forth conversations with senior leaders, ability to be convincing and develop strong relationships</li><li>Possess strong Excel modeling skills – comfortable working with large amounts of data and relevant database (i.e., Access, etc.)</li><li>Strong interpersonal and organizational skills including the ability to effectively work with people across all functions and levels of the organization and under tight timelines</li></ul><p><b>Physical Requirements:</b></p><p>May be expected to sit at a desk for long hours. Repetitive movement of hands and fingers – typing and/or writing.&nbsp; Occasional standing, walking, stooping, kneeling or crouching.&nbsp; Ability to reach with hands and arms, talk and hear.</p><p>CorroHealth is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, state, or local law.</p><p><b>PHYSICAL DEMANDS:</b><br></p><p><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></p><p>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><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

VP, Management Consulting

<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 $57,000 - $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>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - North LaSalle, IL

<br><h4>Overview</h4><p>LMI is actively seeking Senior Logistics Consultants to support a CBP program management office in the National Capital Region (Washington, D.C.). Join our team of collaborative self-starters focused on delivering practical and efficient solutions to help our client keep U.S. borders safe and facilitate trade and travel. As part of our high-performing team, you will augment our vital work to provide “eyes and ears” technology to protect our nation.&nbsp;</p><p>LMI is a consultancy dedicated to powering a future-ready, high-performing government, drawing from expertise in digital and analytic solutions, logistics, and management advisory services. We deliver integrated capabilities that incorporate emerging technologies and are tailored to customers’ unique mission needs, backed by objective research and data analysis. Founded in 1961 to help the Department of Defense resolve complex logistics management challenges, LMI continues to enable growth and transformation, enhance operational readiness and resiliency, and ensure mission success for federal civilian and defense agencies.</p><p>LMI has been named a <strong>2024 #BestPlacestoWork</strong> in the United States by Built In! We are honored to be recognized as a company that values a people-centered culture, and we are grateful to our employees for making this possible!</p><h4>Responsibilities</h4><p>You will support life cycle management and sustainment for CBP’s portfolio of programs, projects, demonstrations, and other efforts. You will apply your skills in Integrated Logistics Support (ILS) principles to help establish policy, processes, and procedures that extend system lifecycles, require less support, and reduce overall life-cycle costs. In addition, you will provide ILS input in the development of requirements documentation for new systems and other key acquisition, engineering, and logistics artifacts supporting the acquisition and Operations and Support (O&amp;S) phases of an acquisition program.</p><p>Other duties include:</p><ul><li>Assist the government in the development and implementation of CBP enterprise life cycle logistics support policy (aligned with DHS MD 102-01 Appendix J, Logistics and Sustainment).</li><li>Experience advising clients on data best practices, methods, and use to generate better informed business and/or mission decisions </li><li>Provide logistics planning and implementation support, to include:</li><ul><li>CBP’s Cost-Wise Readiness tenets implementation and execution support.</li><li>Independent Logistics Assessment support.</li><li>Lifecycle Logistics Management workforce development support.</li><li>Logistics and sustainment support for planned and deployed systems. </li><li>Asset management and training support .</li></ul><li>Review and provide feedback to CBP programs’ life cycle logistics support and ILS plans.</li><li>Provide input to contract requirements for life-cycle support, Test and Evaluation Master Plans (TEMPS), Life Cycle Cost Estimates (LCCE), and Project Management Plans (PMP).</li></ul><h4>Qualifications</h4><ul><li>10+ years of major system logistics experience.</li><li>Bachelor's degree required and Master's degree strongly desired.</li><li>Previous experience with program or lifecycle logistics management at DoD, DHS, or other civilian agency with demonstrated acquisition and lifecycle management experience with a major weapon system, border enforcement, or other federal civilian acquisition/capital investment program.</li><li>DHS or DAWIA logistics Lifecycle Logistics certification desired.</li><li>Ability to pass a government background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance use, and employment verifications. Only U.S. citizens are eligible for a suitability determination.</li><li>Active U.S. Customs and Border Protection (CBP) background investigation (BI) preferred. </li><li>Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and SharePoint.</li><li>Ability to communicate clearly with a variety of stakeholders.</li><li>Ability to effectively solve problems.</li><li>Strong communication skills, both oral and written.</li><li>A true team player who maintains a positive attitude in a dynamic environment.</li></ul><p>Targeted Salary Range: $109,000-$160,000</p><p><em><strong>Disclaimer:</strong></em></p><p>The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.</p><p>#LI-SH1</p><h4><br>LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to   race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a><br>Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.<br><br><b>Need help finding the right job?</b><br></h4>We can recommend jobs specifically for you!Click here to get started.<br>

LMI Consulting, LLC

Senior Logistics Consultant

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</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<h3>Category:</h3>Customer Service

Financial Representative - Torrance, CA

<h3>Job Description:</h3><p><strong>Senior Manager, Strategy &amp; Planning </strong> </p><p>The Role</p><p>The Senior Manager, Strategy &amp; Planning is a member of the Fidelity Institutional Wealth Management Services (IWMS) organization and will play a key role in the ongoing development of the IWMS strategy and long-term strategic plan. The primary objective of this role will be to contribute to IWMS’s strategic planning efforts, overall business unit operating model, segment strategy and leadership of strategic cross-IWMS initiatives. Additionally, the Senior Manager will support analysis of industry trends, articulation of an overarching vision, identification of areas of business / investment focus, and development of a goals measurement framework. Your contributions will directly impact the efforts to grow, develop, and scale the business.</p><h3>The Expertise and Skills You Bring</h3><ul><li>A Bachelor's degree or equivalent years of experience; MBA preferred</li><li>3+ years of professional experience in consulting, corporate or product strategy, investment banking / venture capital / private equity, product management, and/or business development, preferably in financial services</li><li>Proven ability to lead complex business cases, strategic initiatives, and/or analyses</li><li>Proven ability to combine a strategic cross-business/client perspective with strong project management, analytical, and problem-solving skills</li><li>Excellent written and verbal communications skills, including the ability to “tell the story” and communicate complex information to influence executive decision making</li><li>Outstanding critical thinking, problem solving, decision-making, and analytical skills</li><li>Demonstrated ability, flexibility, and resourcefulness to lead multiple high-priority, highly visible deliverables in an ambiguous, dynamic and deadline driven environment</li><li>Excellent communication and interpersonal skills along with the ability to influence others and build relationships</li><li>Effective meeting management skills and ability to bring discussions to closure with consensus, action items, and accountabilities</li><li>Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management</li><li>Ideal candidate has experience with wealth and asset management fundamentals and/or working with financial intermediaries</li></ul><h3><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></h3><h3><strong>The Team</strong></h3><p><strong>Fidelity Institutional Wealth Management Services</strong></p><p>Fidelity Institutional Wealth Management Services (FIWMS) offers wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses.<br> </p><p><strong>Fund and Brokerage Operations &amp; Technology</strong></p><p>Fund and Brokerage Operations &amp; Technology (FBOT) provides operations and technology support for Fidelity’s funds and brokerage platform as well as sales, relationship management, and technology for the firm’s clearing and custody business.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>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.</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>

Senior Manager, Strategy & Planning

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>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.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>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.</p><ul><li><p><strong>Obtain Licenses: </strong>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.</p></li><li><p><strong>Build and Solidify Skills: </strong> 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.</p></li><li><p><strong>Discover Success:</strong> 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.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> 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.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> 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.</p></li><li><p><strong>You get variety.</strong> 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.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our 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.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Services Representative - The Villages, FL

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p>The base salary range for this position is $115,000 - $200,000 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>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.</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 09 - FINRA, Series 10 - FINRA<h3>Category:</h3>Sales

Branch Leader - Lincoln Center, NY

<h3>Job Description:</h3><p>The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory!</p><p><strong>East Bay / Northern CA</strong></p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>Bachelor's degree required.</li><li>8+ years of relevant sales experience, preferably within the Retirement market and working with Advisors/Investment Professionals.</li><li>Series 7 and 63 licenses required.</li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>Fidelity’s Retirement Director (field based retirement plan wholesaler), will need to work collaboratively with an internal wholesaler and be responsible for developing, targeting and building a business plan for a specific territory. Prospects are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, TPAs, banks, trust companies and insurance companies, registered investment advisors and consultants.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Requires extensive overnight travel, ability to work from home office when not traveling.</li><li>Strongly prefer field sales and territory management experience.</li><li>Bring expertise and in depth knowledge of Fidelity and competitive products.</li><li>Excellent time management and organizational skills.</li><li>Excellent stand-up presentation, communication and listening skills.</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Increase number of Investment Professionals doing business with Fidelity Investments.</li><li>Maintain and document sales activity to ensure production levels.</li><li>Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.</li><li>Sponsor and participate in client seminars and events to increase IP's business.</li><li>Liaison with internal groups to provide superior service, marketing and technology support, problem resolution.</li><li>Collaborate with IP's to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data.</li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity’s 401K Solutions, education and services.</p><p>The base salary range for this position is $75,000 - $100,000 per year. </p><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>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.</p><h3>Certifications:</h3><p>Series 07 - FINRA, Series 63 - FINRA</p><h3>Category:</h3><p>Sales</p>The base salary range for this position is $75,000 - $100,000 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>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.</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><h3>Category:</h3>Sales

VP, Retirement Director- 401K Sales- EAST BAY/NORTHERN CA

<br><h4>Overview</h4><p>LMI seeks a Logistics Consultant to support a Customs and Border Protection office in the National Capital Region. Join our team of collaborative self-starters focused on delivering practical and efficient solutions to help our client keep U.S. borders safe and facilitate trade and travel. As part of our high-performing team, you will augment our vital work to provide “eyes and ears” technology to protect our nation. This position can be performed remotely.&nbsp; Travel may be required.</p><p>LMI is a consultancy dedicated to improving the business of government, drawing from deep expertise in advanced analytics, digital services, logistics, and management advisory services. Established in 1961, LMI is a trusted third party to federal civilian and defense agencies, free of commercial and political bias. We operate completely free of political and commercial bias, and we are entirely aligned with the goals of our clients. Our clients value our specialized services in logistics, intelligence, homeland security, health care, and energy and environment markets. We believe government can make a difference, and we seek talented, hardworking people who share that conviction.&nbsp;</p><p><strong>LMI offers a generous compensation package with excellent benefits that start the first day of employment. Flexible work schedules, remote work opportunities, tuition reimbursement, generous retirement contributions and leave policies; are a few of our many work-life benefits available to our employees. Come join the organization consistently ranked as a top workplace!</strong></p><h4>Responsibilities</h4><p>You will support systems' life cycle management and sustainment activites for our client’s portfolio of programs, projects, demonstrations, and other efforts. You will apply your skills in Integrated Logistics Support (ILS) principles to create systems that last longer, require less support, and reduce overall life-cycle costs.&nbsp; This includes providing ILS input in the development of documentation and other key acquisition, engineering, and logistics artifacts for both the acquisition and the operations &amp; support (O&amp;S) phases.</p><ul><li>Develop Integrated Logistics Support Plans (ILSPs).</li><li>Provide input to contract requirements for lifecycle support, Test and Evaluation Master Plans (TEMPS), Life Cycle Cost Estimates (LCCE), and Project Management Plans (PMP).</li><li>Review prime contractor ILS deliverables for adequacy.</li><li>Collect, monitor, and track deployed system performance.</li><li>Develop plans and metrics for maintenance and repair requirements, including Performance-Based Logistics (PBL) and Reliability-Centered Maintenance (RCM).</li><li>Identify and help to resolve operating and support deficiencies.</li><li>Assess operational and sustainment footprints.</li><li>Develop strategies to optimize system performance.</li><li>Assist with acquisition and implementation of operator and maintenance training program.</li><li>Participate in system Configuration Control Boards (CCBs) and support planning and implementation of system engineering changes.</li><li>Prepare Product Support Business Case Analysis (PSBCA) for life cycle management strategies.</li><li>Participate in technical interchange meetings by developing briefing materials, meeting agendas, and minutes and tracking action items to resolution.</li><li>Conduct Integrated Logistics Support Management Team (ILSMT) and Integrated Logistics Support Working Group (ILSWG) sessions.</li><li>Develop Logistics Requirements Funding Plans (LRFP’s) to identify non-recurring and recurring lifecycle sustainment funding requirements to support the program and agency Planning, Programming, Budget and Execution (PPB&amp;E) process.</li></ul><h4>Qualifications</h4><p><strong>MINIMUM</strong></p><ul><li>7+ years of logistics experience and a bachelor’s degree in logistics management, business, or a related discipline; or 12+ years of logistics experience.</li><li>Previous experience with program or lifecycle logistics management at DoD, DHS, or other civilian agency is a plus with demonstrated acquisition and lifecycle management experience with a major weapon system, border enforcement, or other federal civilian acquisition/capital investment program.</li><li>Experience in most of the major logistics element areas.</li><li>DHS or DAWIA logistics certification desired.</li><li>Ability to pass a government background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance use, and employment verifications.</li><li>Only U.S. citizens are eligible for a suitability determination.</li></ul><p><strong>DESIRED SKILLS</strong></p><ul><li>Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and SharePoint.</li><li>Ability to communicate clearly with a variety of stakeholders.</li><li>Ability to effectively solve problems.</li><li>Strong communication skills, both oral and written.</li><li>A true team player who maintains a positive attitude in a dynamic environment.</li><li>Active U.S. Customs and Border Protection (CBP) background investigation (BI) preferred.</li></ul><p>Targeted Salary Range: $90,000-$165,000</p><p><em><strong>Disclaimer:</strong></em></p><p>The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.</p><h4>EEO Statement</h4><p><em><strong>LMI is an Equal Opportunity Employer, where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.&nbsp;</strong></em></p><h4><br>LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to   race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a><br>Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.<br><br><b>Need help finding the right job?</b><br></h4>We can recommend jobs specifically for you!Click here to get started.<br>

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