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<h3>Job Description:</h3><p>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?</p><p>Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.</p><p>Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.</p><p><strong>What to expect…</strong></p><p>As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you</p><ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul><p><strong>Advantages of Fidelity’s LAP journey…</strong></p><p><strong>You are learning.</strong> An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.</p><p><strong>You can explore</strong>. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!</p><p><strong>You get exposure.</strong> Understand what our culture is like and the impact we have in our communities and regions.</p><p><strong>You are growing.</strong> From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.</p><p>Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.</p><h3>Certifications:</h3><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>

Fidelity Investments

Fidelity’s Licensing Accelerator Program (SIE®)  - Jacksonville, FL

Fidelity’s Licensing Accelerator Program (SIE®) - Covington, KY

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>This Director of Distributed Storage Engineering role spans across multiple product areas with a focus on delivering solutions to meet the demands of business-critical workloads supporting all areas of the firm’s financial services. You will work with technology leadership and architects to define target architecture, establish product roadmaps, and deliver high performing, cost effective and highly reliable solutions to meet the demands of this large financial institution.</p><p>As a leading member of this team you will work to evaluate business and technology strategy and direction and deliver best in class capabilities for our customers. You will be directly involved in defining vendor strategies and business cases that clearly present technological capabilities along with costs to enable executive leadership to make solid and fact-based business decisions. You will influence the direction of distributed storage services. You will be required to present these strategies clearly to executive management and regularly report on the progress of critical projects.</p><p><strong>The Expertise You Have</strong></p><p>An ideal candidate will have a solid computer science background across distributed compute and storage. Networking knowledge would be an additional skill that would enable you to stand out among the candidates. You should be very familiar with industry standards and direction. A deep understanding of multiple vendor capabilities in storage services is required. You should have a good understanding of budget processes as well as the creation of business cases to justify the acquisition of new technologies. Knowledge of cloud computing would be another differentiator. A bachelor’s degree in computer science or similar discipline is preferred but not required. A strong distributed storage background as well as server experience is required via a combination of the following experiences:</p><ul><li>Proven track record of distributed storage engineering including product selection, implementation and ongoing management of critical platforms</li><li>Experience supporting multiple block storage array types and vendors</li><li>Experience managing large Fiber Channel Storage Area Networks (SAN)</li><li>Experience supporting iSCSI protocol for large block storage arrays</li><li>Critical troubleshooting skills and the ability to identify root cause for storage incidents</li><li>Strong capacity management background as well as performance troubleshooting skills</li><li>Possess a strong security first mindset ensuring critical systems are compliant and secure</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Deep understand of storage technologies (SAN/Block, NAS, Object, Cloud Storage)</li><li>Significant practical experience with storage protocols (Fiber Channel, iSCSI, NVMe)</li><li>Ability to manage technology lifecycle ensuring software/hardware currency and compliance</li><li>Strong coding skills enabling the automation of basic and complex operations</li><li>Experience with one or more general purpose programming languages</li><li>Ability to manage vendor relationships and guide product development</li><li>Ability to provide leadership and crisis management during critical incidents</li><li>Strong verbal, written and presentation skills</li><li>Ability to clearly articulate updates to executive manage while still possessing deep technical knowledge enabling detailed discussions with vendors and other support teams</li><li>Thrives in an Agile environment: ability to prioritize the work, ensure all are contributing appropriately, and ultimately focus and finish critical initiatives</li></ul><p><strong>The Value You Deliver</strong></p><p>You will be supporting an international team of engineers focused on delivering best in class distributed storage capabilities. Your background will enable you to drive strategic decisions for the technology that supports our financial customers. Through very close coordination and collaboration with leadership, product management, architecture and other support teams you will deliver on critical goals laid out for the organization. You will be mentoring a team of engineers and enabling technical growth. You will be guiding the team in the development of roadmaps. You will be collaborating across the organization to develop plans to implement the strategy laid out.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Director Storage Engineering

<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>The Managed Care Analyst assists with the development and implementation of Contract Management projects, including contract maintenance for clients, analysis of data and contractual terms, and analytical projects needed by clients and internal staff.<p><b>ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp;</b><br><b>Note: </b>The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.</p><p><b>Essential Functions:</b></p><ul><li>Program managed care, Medicaid and Medicare based rates and contracts into pricing system to ensure accurate pricing of claims for several client hospital systems&nbsp;</li><li>Build and update quarterly/annual rate-based calculators for Medicare and Medicare-based managed care contracts</li><li>Maintain database of contracts and rate/fee schedules for multiple clients with attention to updates and revisions as needed</li><li>Maintain and troubleshoot the pricing and allowancing system for client sites to ensure proper allowance of claims on a daily basis.</li><li>Create analytical models and initiate contractual updating/administration projects as requested by upper management in response to client needs.</li></ul><p><b>Qualifications and Requirements:</b></p><ul><li>Knowledge of Excel (intermediate), some comfort level with pricing programming</li><li>Working knowledge of medical coding terms (DRG, CPT/HCPCS, revenue codes)</li><li>Knowledge of NJ Medicaid and CMS/Medicare preferred</li></ul><p><b>Physical Requirements and Demands: </b></p><p><b>Note:</b> Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described.</p><p>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, incumbents are subject to sitting for prolonged periods. Infrequently, incumbent must be able to lift and move material weighing up to 20 lbs. Incumbent may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines.</p><p><i>A job description is only intended as a guideline and is only part of the employee’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</i></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

Managed Care Analyst/Contract Analyst

<h3>Job Description:</h3><p><strong>Principal Software Engineer</strong><br> </p><h3><strong>The Role</strong></h3><p>Fidelity Investments Workplace Investing (WI) organization is seeking an experienced mainframe Software Engineer to join our Development team within Stock Plan Services (SPS) Technology tasked with making quality improvements to our equity compensation application. The selected candidate will provide technical leadership on a globally distributed team using a Mainframe technology stack. This role demands significant collaboration with members of various business and IT groups throughout the lifecycle of a typical problem or request.<br><br> </p><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li>Bachelor’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and ten or more (10+) years of experience in the job offered or ten or more (10+) years of experience as a technical lead in mainframe brokerage or stock plan services systems and application development.</li><li>Or, alternatively, Master’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and six (6) years of experience in the job offered or six (6) years of experience as a technical lead in mainframe brokerage and stock plan services systems and application development.</li><li>While not required, knowledge of ETL, Informatica, Java, Python, or other distributed languages is a plus</li></ul><p><br> </p><h3><strong>The Purpose of Your Role</strong></h3><p>Use business and technical knowledge to translate the vision for divisional initiatives into business solutions by developing complex stock plan services software applications on a mainframe platform running under a Z/OS environment. </p><p><br> </p><h3><strong>The Skills You Bring</strong></h3><ul><li>Your demonstrated expertise in defining, developing, and leading an interactive team to implement scalable application solutions</li><li>Your demonstrated expertise in mainframe application development, automation, and support, utilizing COBOL, CICS, DB2, JCL, VSAM, MQ-Series, and SQL</li><li>Your demonstrated expertise in mainframe performance tuning and capacity planning, including ways to reduce I/Os, CPU Time, MSUs, and MIPs, using Strobe, iStrobe, and Platinum Detector</li><li>Your demonstrated expertise in mainframe application development including: file format and comparison using File-AID; version management using Endeavor; debugging and unit testing using Intertest and Abend-AID; and job scheduling using Control-M<br><br> </li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Performing as a full stack engineer within an Agile team, including requirements gathering, development, and end-to-end testing</li><li>Defining, developing, and leading interactive team to implement application level architecture, giving due consideration to application scalability and extensibility, and conformance to established standards</li><li>Providing on-site and on-call support as needed and acting as a subject matter expert as part of a cross-functional crisis management team</li><li>Developing applications on complex projects, components, and subsystems for the division</li><li>Recommending development testing tools and methodologies and reviewing and validating test plans</li><li>Resolving technical roadblocks involving multiple technologies and making recommendations and improvements to avoid them in the future</li><li>Collaborating with multiple layers of management to share approaches, develop solutions, and improve capabilities throughout the organization</li><li>Leading collaborative sessions and ceremonies with stakeholders and providing guidance and feedback to team members</li><li>Being responsible for QA readiness of software deliverables</li><li>Planning and conducting system testing</li><li>Developing comprehensive documentation for multiple applications or subsystems</li><li>Establishing full project life cycle plans for complex projects across multiple platforms</li><li>Being responsible for meeting project goals on-time and on-budget</li><li>Advising on risk assessment and risk management strategies for projects</li><li>Planning and coordinating project schedules and assignments for multiple projects</li><li>Acting as a primary liaison for business units to resolve various project/technology issues</li><li>Providing technology solutions to daily issues and technical evaluation estimates on technology initiatives</li><li>Performing independent and complex technical and functional analysis for multiple projects supporting several initiatives</li><li>Developing original and creative technical solutions to on-going development efforts<br><br> </li></ul><h3><strong>The Team</strong></h3><p>Stock Plan Services administers equity compensation programs on behalf of public and private companies offering various compensations programs such as: Employee Stock Purchase Plans, Restricted Stock Awards/Units, Stock Option Plans, Stock Appreciation Rights and Performance based Awards. Currently SPS services over 1.6M participants employed by over 300 clients and spread out in 150 countries. The business is looking to further expand in the international equity compensation market, focused initially on western European countries and companies based there. As part of this business initiative, we are extending our capabilities to enable a truly global platform.</p>The base salary range for this position is $85,000-$179,000 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>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>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><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><h3>Category:</h3>Information Technology

Principal Mainframe Software Engineer (COBOL, CICS, DB2/VSAM)

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - Lynnwood, WA

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p><strong>The <strong>Expertise</strong> We’re Looking For</strong></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>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p><strong>The <strong>Purpose</strong> of Your Role</strong></p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p><strong>How Your Work <strong>Impacts</strong> the Organization</strong></p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p>The base salary range for this position is $106,500 - $171,500 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, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Wall Street, NY

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $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, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Santa Barbara, CA

<h3>Job Description:</h3><p><strong>*<em>This is a remote rol</em><em>e and can be located in any US location.</em></strong></p><p>The Fidelity Private Shares team is growing and looking for an Account Executive. The Team is focused on supporting the innovation economy through a robust equity administration platform. We offer solutions and capabilities that support companies, their employees, and community stakeholders during the entire corporate lifecycle. This role will be focused on supporting the growth and expansion of our business that services private companies and the start-up community. </p><p>We are looking for a results-driven Account Executive to join our sales team. The ideal candidate will play a critical role in expanding our client base and helping companies manage their equity plans more effectively. You will be responsible for driving new business growth and sales opportunities within the private markets. Primary responsibilities include:</p><ul><li><p>Lead Generation: Proactively identify and engage potential clients within the private markets with targeted outreach</p></li><li><p>Qualifying Sales Opportunities: Efficiently qualifying leads to ensure focus on high potential opportunities, using consultative approach to understand their needs and pain points</p></li><li><p>Sales Presentation and Demos: Conduct compelling sales presentations and product demonstrations that effectively communicate the value prop of our solutions/services, tailored to the specific needs of each prospect</p></li><li><p>Relationship Building: Maintain consistent follow-up with prospects to keep them engaged throughout the sales cycle, building trust and fostering relationships that lead to successful deal closures</p></li><li><p>Closing Deals: Drive the sales process from initial contact to deal closure, negotiating terms and overcoming objections to meet or exceed sales targets</p></li><li><p>CRM Management: Regularly update and maintain accurate records of all client interactions, sales activities, and pipeline data in our CRM system to ensure effective tracking and reporting</p></li></ul><p><strong>The Expertise We’re Looking for and The Skills You Bring</strong> </p><ul><li><p>Bachelor's Degree </p></li><li><p>3-5 years in B2B sales, preferably within the fintech or SaaS industry</p></li><li><p>Strong understanding of equity management, cap tables, and equity management preferred</p></li><li><p>Experience managing full deal lifecycle; prospecting, managing pipeline, and closing deals</p></li><li><p>Excellent communication, negotiation, and presentation skills</p></li><li><p>Goal-oriented with a track record of meeting or exceeding targets</p></li><li><p>Ability to work independently and as part of a team in fast paced environment</p></li><li><p>Proficient in using CRM software and Microsoft Office</p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em></p><p>The Team</p><p>Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. </p><p>We have been a leader in servicing public companies for their equity administration needs for two decades have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.</p><p><strong>*Please disregard the salary range listed below. The base salary for this position is $100,000.</strong></p>The base salary range for this position is $55,000 - $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><h3>Certifications:</h3><h3>Category:</h3>Sales

Private Market Account Executive - Remote

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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