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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.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?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;Responsibilities may include:<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>Minimum Qualifications:<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 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>Additional InformationLocation: Hybrid- American Express Phoenix Service Center (Canyon) &nbsp;Hours of Operation: Monday-Friday 6am-6pm MST&nbsp;Salary Range: $20.00 to $22.75 hourly + bonus + benefitsThe 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.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:<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>For a full list of Team Amex benefits, visit our Colleague Benefits Site.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.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.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>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

U.S. Program Administrator: Commercial Servicing

Financial Aid and Human Resources Support Associate (Partially Grant-Funded Position)
GENERAL DESCRIPTION: The Tennessee College of Applied Technology Athens is accepting applications for the position of Financial Aid and Human Resources Support Associate. This is a full-time, partially grant-funded position designed to support health science program expansion and student success as outlined by the grant objectives and support the human resources services of the college. The Financial Aid and Human Resources Support Associate will work to support health science students through financial aid, and the distribution of completion grants in accordance with THEC and grant policies. This role also includes supporting human resource activities provided by the college.
KEY RESPONSIBILITIES:
• Process and award financial aid to health science students ensuring all federal and state laws, and TBR policies are followed.
• Ensure the Completion Grants process aligns with THEC guidelines.
• Communicate the Completion Grant opportunity with eligible health science students.
• Ensure proper documentation has been completed and other funding sources are exhausted before Completion Grants are awarded.
• Determine Completion Grant awardees.
• Communicate with applicants regarding funding decisions.
• Coordinate Completion Grant payments with financial services.
• Complete all required grant reports.
• Maintain all college job descriptions.
• Post vacant jobs on Page Up.
• Schedule interviews and maintain interview paperwork.
• Complete new staff orientations including an introduction to policies and benefits.
• Provide oversite of Title VII including required training and management of the complaint process.
• Schedule staff training, including in-service days.
• Attend TBR required meetings and trainings.
Other duties as assigned.
Minimum Qualifications
• Technical Diploma in human resources, accounting, education, or related field from an accredited institution required;
Associate's Degree preferred.&nbsp;
• Minimum of three (3) years of experience in customer service, human resources, financial aid, accounting or a related field.
• Demonstrated knowledge of human resources policies and accounting principles.&nbsp;
• Strong written and oral communication skills.
• Excellent organizational and time management skills with attention to detail.
• Ability to establish and maintain effective relationships with students and co-workers.
• Proficient in Microsoft Office Suite.
• Ability to work independently, manage multiple tasks.&nbsp;
• This position requires travel to all TCAT Athens sites.
• Occasional lifting and transport of materials may be necessary.&nbsp;

Motlow State Community College


      Finance Aid/Human Resources Support Associate
    

Title:&nbsp;Assistant Director of Risk Management Division: Finance and Administration Department: Procurement FLSA Status:&nbsp;Exempt Salary Range:&nbsp;$70,000 - $72,000/Annual Salary EEO Job Group:&nbsp;2 E2 Position Summary Plans, organizes, and directs all daily risk management activities. Directly supervises the departmental clerical staff related to all insurance related matters including claims involving property, liability, and worker’s compensation, to make sure that the daily operations of the risk management department are performed in a timely and efficient manner. Manage systems for the collection and analysis of exposure and loss data and maintain applicable records. Assist the University community with insurance programs and procedures, develop risk mitigation strategies, provide review and recommendations for risk management contractual issues, and develop program goals that support departmental and institutional strategic and enterprise risk management objectives. Serves as backup to the Director of the Department for risk management related tasks. Duties/Responsibilities&nbsp; <ul><li>Manage the day-to-day operations of risk management for the University. Advise management of current trends in risk assessment in higher education. Recommend improvements or modifications in current methods of operations. </li><li>Directs the negotiation of property and liability insurance purchases and policy amendments. Reviews records and make recommendations on all University property and liability insurance policies. </li><li>Administer daily risk management programs and activities. Study and research policies from regional, state, other universities, and national sources to assure the University remains compliant with our risk management strategies. </li><li>Manage the reporting process (for potential insurance claim purposes) regarding Title VII and Title IX matters which includes regular communication and a cooperative working relationship with University’s Title IX Coordinator and appropriate insurance companies (including claim adjusters). </li><li>Manage the risk management personnel and assist with management of department budget. Direct and supervise the support and student worker staff of risk management. With input from the director, conduct the annual support employee evaluation process. </li><li>Reviews and files records of claims with appropriate insurance carriers. Serves as liaison with insurance carriers. Settles bodily injury and property damage claims within prescribed settlement authority. Provides timely claim status and claim expenditure reports. </li><li>Directs the certificate of insurance process regarding issuance of outgoing certificates and processing of incoming certificates. </li><li>Reviews and advises appropriate departments on risk management and insurance concerns for affiliation agreements required for student clinical experiences. </li><li>Implements policies and procedures for the organization and administration of risk management. </li><li>Direct the University’s approved fleet safety policy and processes, which includes the Risk Management department’s approving of authorized drivers and maintaining list of approved drivers. </li><li>Directs the process of insurance policy invoice reviews and payments in a timely basis to appropriate insurance carriers; similarly, directs the payments processes for repairs against the auto and mobile equipment self-insurance fund. </li><li>Works with the Manager, Environmental Health and Safety on obtaining information regarding the monitoring, evaluating and tracking of appropriate safety training activities administered by the physical plant, including retention of master file of appropriate training. </li><li>Collaborates with Manager of Environmental, Health and Safety as necessary regarding inspections of University facilities, structures, equipment and property for existing or potentially hazardous conditions. Recommends corrective and/or preventive measures to eliminate or reduce risk. </li><li>Frequent contacts with senior staff beyond the department and beyond the University, requiring tact and diplomacy, and involving elements of discussion and negotiation. </li><li>Ensure department’s website is accurate and contains up-to-date information. </li><li>Serves as a resource to all academic programs as it relates to risk management and safety matters. </li><li>Serves as a member of the University Safety Committee, Child Protection Committee, and chair of the Traffic Appeals Committee (for staff and visitors), and various ad-hoc committees. </li><li>Reviews and recommends updates to all safety plans, policies and procedures to ensure compliance with OSHA and applicable federal, state, local and University regulations. </li><li>Study and constantly review workflow, sequence of operations and office arrangement. </li><li>Other duties as assigned.</li></ul> Required Knowledge and Skills <ul><li>Bachelor’s degree required. </li><li>Strong interpersonal skills and the ability to work with internal (students, faculty, staff) and external constituents, insurance broker, insurance companies and other outside service providers. </li><li>Enthusiastic and energetic person with a high degree of initiative who is sensitive to the needs of a diverse University population. </li><li>Must be able to multi-task. Must possess extremely strong accuracy, analytical and numeric skills. Demonstrated ability to learn, retain and apply laws, regulations and policy is required. </li><li>Must possess effective communication skills including strong listening skills, clear spoken communication, and precise written communication. Able to review and understand contract language, and terms and conditions. </li><li>Must be a capable problem solver who exercises good judgment, shows concern for compliance and customer service, and makes good decisions. </li><li>Refined knowledge of computers and computer-based systems including risk management/insurance applications and Microsoft Office applications.</li></ul> Preferred Knowledge and Skills <ul><li>Master’s in Business Administration or similar advance degree is highly preferred. Associate in Risk Management (ARM) certification is preferred. </li><li>Five years’ experience in risk management, occupational safety or insurance industry preferred. </li><li>Management of staff experience is strongly preferred. </li><li>Experience working in higher education is preferred. </li><li>Banner knowledge is preferred.</li></ul> Regular Work Hours/Travel Requirements <ul><li>Standard work hours are Monday through Friday, 8:00 a.m. to 4:30 p.m.</li><li>Occasional irregular hours may be required.</li><li>Occasional travel may be required.</li></ul> About USI&nbsp; &nbsp;&nbsp; The University of Southern Indiana is a public higher education institution located on a beautiful&nbsp;1,400-acre campus in Evansville, IN. We offer employees exceptional benefits! Benefits for this&nbsp;position include: <ul><li>Affordable medical, dental, vision, life and short term and long-term disability insurance plans.</li><li>Retirement plan where the University makes the total contribution equivalent to 11% of annual salary.</li><li>Full tuition fee waiver for employees/75% for spouses and dependent children.</li><li>Vacation and sick time</li><li>Holiday pay</li><li>Free access to Recreation, Fitness &amp; Wellness Center.</li><li>Access to on-campus University Health Center and Dental Hygiene Clinic.</li></ul> For more information about the benefits that USI offers, please visit <a href="http://www.usi.edu/hr/benefits" target="_blank">www.usi.edu/hr/benefits</a>. Application Process Click “Apply Now!” near the top right of this page to complete an application and upload application materials to the attention of the Search Committee Chair. Application materials should include: <ul><li>Resume</li><li>Cover Letter</li></ul> Search Committee Chair: If you have questions about the open position, please contact Mr. Jeffrey Sponn, search committee chair, at <a href="mailto:jsponn@usi.edu" target="_blank">jsponn@usi.edu</a>.&nbsp; Best Consideration Date: For best consideration, please submit materials by November 19, 2025.&nbsp; Pre-Employment Screening A background check will be required for employment in this position. Authorization to Work in the United States USI will not sponsor an employment-related visa for this position. Interview Accommodations Persons with disabilities requiring accommodations in the application and interview process please contact the manager of Employment at <a href="mailto:mcweinzapf@usi.edu" target="_blank">mcweinzapf@usi.edu</a> or (812) 464-1840. Contacting the manager of Employment is intended for use in seeking disability-related accommodations only. For general applicant inquiries, contact Human Resources at <a href="mailto:HumanRes@usi.edu" target="_blank">HumanRes@usi.edu</a> or (812) 464-1815. EEO Statement USI is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities

Assistant Director of Risk Management

<h3>Job Description:</h3>Team Lead, Advisor ExperienceAre you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.Note: Fidelity is not providing immigration sponsorship for this position<ul><li>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)</li></ul>The RoleThe Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.The Expertise and Skills You Bring <ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul>The Value You Deliver<ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Team Lead, Advisor Experience

<h3>Job Description:</h3>The RoleThis 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!The Expertise We’re Looking For<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>The Purpose of Your RoleYou 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.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.The Skills You Bring<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>The Value You Deliver<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>How Your Work Impacts the OrganizationOur 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.<h3>Certifications:</h3><h3>Category:</h3>Sales SupportMost 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.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.

VP, Solution Architect- Health/Welfare

Take your career further with McLane! 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. The Distribution Manager Designate is considered a training position. You will be expected to relocate to another McLane division if and when needed. Benefits you can count on: <ul><li>Pay rate: $90,000.00 to $100,00.00 per year.</li><li>This role is also eligible to participate in the annual incentive plan with a target incentive of 15% of your base annual salary.</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> What you'll do as a Distribution Manager: <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> Qualifications you'll bring as a Distribution Manager: <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> Preferred Qualifications: <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> Fit the following? We want you here! <ul><li>Teamwork oriented</li><li>Organized</li><li>Problem solver</li><li>Detailed </li></ul> Our roadmap. Our story. 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. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. 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. 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>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Relationship Manager - South Bend, IN

<h3>Job Description:</h3>The RoleDo you want to make a difference and be part of a highly collaborative, cross-functional team committed to leading business design of products and platform capabilities? You will work within a squad partnering closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities to meet the needs of retail, intermediary, and institutional clients.As a Product Analyst, you blend deep knowledge of Product Management and Business Analysis skills, with the ability to drive business deliverables within the Product Development Life Cycle with a passion for empathizing with customers, defining the problem statement, generating solution ideas, collaborating, and seeing products come to life!There are three primary principles of being a great Product Analyst in the Product Analysis and Design Chapter Area: <ul><li>Strategy: Understanding the problem or the 'why' and aligning it to the mission</li></ul><ul><li>Execution: This is where and how the work gets done</li></ul><ul><li>Business Readiness: How do you drive your product to launch and support after launch</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required, master’s in business and or relevant technology leadership focus is significantly beneficial</li><li>3+ years of experience working within a product management team focused on delivery, technology, and software development. Must possess good analytical skills and technical aptitude</li><li>Bring a voice of influence and impact to the agile team and interdependent teams by understanding the vision of the agile team and highlighting multiple touch points to collaborate across teams and move towards the business goal with strong communication and navigating through complex capabilities</li><li>Be proficient at all stages of the Product Delivery Lifecycle focusing on driving change to how we do business to bring a product from strategy to the marketplace</li><li>Ability to focus on and understand the customer experience end to end and identify pain points while working across stakeholders to be able to communicate to the agile team with epics and stories</li><li>Demonstrate a grow and learn mindset to advance skills and standards and approach the work with a constant learning curiosity to keep current and be able to keep your team current on skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The Team This is an excellent opportunity to join the Product Analysis and Design Chapter Area and work on solutions to drive Fidelity Institutional business forward. The Product Analysis and Design Chapter Area aligns with Fidelity Institutional business partners in an agile way of working! By putting autonomous agile teams, at the front of delivering incredible client value and supporting all associates to be motivated towards continuous improvement and career development. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative learning agile culture.#BusinessAnalysis #ProductManagement #ProductAnalyst<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

Product Analyst

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. 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. BENEFITS: <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! ESSENTIAL JOB FUNCTIONS / PRINCIPAL ACCOUNTABILITIES:</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> MINIMUM QUALIFICATIONS AND REQUIREMENTS: A teammate in this position must: <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> WORKING CONDITIONS: <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> 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

Take your career further with McLane! 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. The Operations Director provides leadership and guidance for DC operational functions such as Transportation, Warehousing, facilities management, building layout, racking and systems, inventory management, and quality assurance. They plan, organize, manage, and support the projects and activities required for the DC with the training, tools, facilities and equipment necessary to support growth, QA compliance and continuous improvement towards productivity and service levels. Benefits you can count on: <ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Director of Operations II: <ul><li>Participate in the development of overall business planning and supply chain planning strategies and develop explicit goals and strategies closely linked to the overall business planning and supply chain process. </li><li>Coordinate with Corporate Operations Support staff on strategies to improve service levels and Key Performance Indicators (KPIs). </li><li>Provide leadership for the Transportation and Warehouse departments. </li><li>Communicate the status of activities and results on an ongoing basis. Ensure all affected location and functional interests are represented and addressed; develop/recommend alterations to procedures and best practices where warranted. </li><li>Understand, articulate, and execute all QA criterion set forth in supply chain processes. </li><li>This position has additional duties. Special projects may be assigned at the position supervisor's discretion. </li></ul> Qualifications you'll bring as a Director of Operations II: <ul><li>3+ Have a bachelor's degree in Logistics, Business, Accounting, or a related field. </li><li>Have at least 5 years of experience in all facets of the foodservice distribution Industry, preferably in the QSR sector. </li><li>Accounting, planning, and analytical experience is required. </li><li>Preferred experience with AS/400 systems, JDE, EXCEL, Microsoft Word, and Access programs; XATA, PeopleNet or similar programs. </li><li>Have a detailed understanding of financial statements and resulting cost implications. </li><li>Be able to identify financial issues and provide cost effective solutions. </li><li>Be able to use IT systems to generate and evaluate key performance data. </li><li>Have experience with multi-shift, 6- to 7-day operations. </li><li>Have management experience with large DC and driver workforces (200+). </li><li>Ability to cultivate and manage relationships with customers (100+, comprising 1,000-2,000 stores) and maintain high visibility with major customers, co-ops, and corporate customers. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul> Our roadmap. Our story. 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. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. 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. 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>

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