field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

Business Center Specialist- Col of Health Sci Dean's OfficeJob ID: 13405Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: RegularAbout UTEPThe University of Texas at El Paso (UTEP) is a comprehensive public research university that is increasing access to excellent higher education. We advance discovery of public value and positively impact the health, culture, education, and economy of the community we serve.UTEP is America's leading Hispanic-serving university. Located at the westernmost tip of Texas, where three states and two countries converge along the Rio Grande, 85% of our 25,000 students are Hispanic, and half are the first in their families to go to college. UTEP offers 170 bachelor's, master's and doctoral degree programs at the only open-access, top-tier research university in America.Position InformationHiring Department: Col of Health Sciences Dean's OfficePosting End Date: Open until filled. This posting may close once a sufficient number of qualified applications have been received.Hours: 40 hours per week, standard Monday- Friday 8:00am- 5:00pm, flexibility is required on evenings and weekendsFLSA status: ExemptEarliest Start Date: As soon as possible.Salary: $35.568 annually, commensurate with experience and education.Required Application Materials:• Resume• Cover Letter• List of three referencesThe primary accountabilities are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. A valid driver's license issued by the State where the applicant resides and insurability as defined in UTS 157 may be required to perform the position's essential functions.Purpose of PositionUnder limited supervision and with considerable latitude for the use of initiative and independent judgment, coordinates and directly supports the business process functions of a Business Center, which provides various financial, analytical, and business process transactional services to faculty and staff within area of assigned responsibility.Essential FunctionsReceives, reviews, analyzes and processes a variety of complex business, financial and payroll/personnel related transactions into a variety of the University software systems. Transactions include a combination of accounting (posting and reconciling), budget development and monitoring, purchasing, inventory, records management and project scheduling. Prepares, analyzes and creates statistical, financial and various other reports.Implements and adheres to established goals, policies, and priorities for the Business Center. Assists internal and external customers with resource allocation, HR modeling and other analyses. Communicates policies, procedures, and practices to all customers.Analyzes and documents business processes and systems of controls; provides recommendations to improve effectiveness, efficiency, and data integrity across all functional areas through detailed analysis of reports, business processes, and systems of control; considers relative costs and benefits of potential actions to choose the most appropriate and cost effective method. Communicates improvements to functional leads.Examines budget estimates for completeness, accuracy, and compliance with procedures and regulations; compiles and analyzes financial information to post entries to accounts in automated finance system; allocates expenditures, encumbrances, receipts, receivables, etc., based on reports and schedules; performs statistical analysis to determine trends; reviews and processes requisitions; confers with department for clarifications and specifications, and preferred supplies; ensures products or services are compatible with university networking systems; confers with vendors to obtain product or service information such as price, availability, and delivery schedule.Coordinates recruitment and hiring efforts for exempt and non-exempt personnel; creates employment requisitions for posting; reviews applications and related documentation.Ensures timely and accurate processing of all personnel actions in automated HR system to include, but not limited to, creating and submitting documents/ requests via respective institutional systems, in accordance with established University and Human Resource Services policies and procedures; provides informational assistance to prospective and current employees regarding the university; collaborates closely with Human Resource Services regarding employee relations and compensation matters.Identifies and resolves issues, concerns, discrepancies, problems, and inconsistencies, determining appropriate corrective procedures.Maintains a high degree of confidentiality and ensures safety of all confidential and sensitive information this position is privy to.Acts as liaison between departments and internal or external customers; interacts with clients by telephone, electronically or face to face to identify and support their transactional needs/requirements; proactively engages customers through reporting and personal responses; obtains, researches and evaluates all relevant information to handle inquiries and complaints; responds promptly to customer inquiries/requests; handles and resolves customer complaints; elevates unresolved issues to the appropriate resources; manages client expectations and provides consistent client updates; keeps records of client interactions, transactions, and actions taken; communicates and coordinates with internal departments as needed to resolve client issues.May participates in various committees, professional trainings, industry conferences, and conventions.Works extensively with all MS Office suite products, Human Resource and Finance ERP systems, specifically Peoplesoft, and other institutional software systems, such as Banner Hyperion, etc.Complies with all federal, state and local laws, and University of Texas System, Regental, and UTEP policies.Other duties may be assigned.Supervisory Responsibilities: No supervisory responsibilitiesQualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Required Qualifications:Education: Bachelor's degreeandExperience: One-year related experience to the statement of duties and responsibilities; or equivalent combination of education and experience.Additional InformationThe physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee must frequently stand and walk. The employee must regularly sit; use hands to feel; reach with hands and arms; and talk or hear. The employee must lift and move up to 10 pounds.The noise level for this work environment is usually moderate.In keeping with its access, excellence and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity/Affirmative Action employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, sexual orientation, or gender identity in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972. Inquiries—including the filing of a Formal Complaint or reporting an incident—about the application of Title IX may be referred to the Title IX Coordinator, who can be reached by phone at (915) 747-8358, by email at <a href="mailto:titleix@utep.edu" target="_blank">mailto:titleix@utep.edu</a>, or by mail at 500 W. University Ave., El Paso, TX, Kelly Hall, Room 312.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6160580jeid-1d4fe5702fa00648a34dd44288a7ae87" target="_blank">https://apptrkr.com/6160580jeid-1d4fe5702fa00648a34dd44288a7ae87</a>

The University of Texas at El Paso

Business Center Specialist- Col of Health Sci Dean's Office

<p><strong>ABOUT US&nbsp;</strong></p><p>At Lotis Blue Consulting, we're motivated and excited to help companies build better versions of themselves. With every client challenge, we bring a personal touch and an unwavering curiosity to pursue an insight-led and people-first solution. Using our deep experience and proven capabilities, we answer our clients' biggest questions with actionable, data-driven answers that create a lasting impact.</p><p>From the beginning, we've aimed to help clients transform by connecting the dots among the cornerstones of strategy, organization, and talent while employing a data-driven approach. While our firm’s vision has evolved, our emphasis on profitable growth and excellent execution has remained our hallmark, with an unfailing focus on developing our own talent and our client’s capabilities.</p><p>Lotis Blue is part of the SullivanCotter family of companies.</p><p>Please learn more about Lotis Blue here: <a href="https://www.lotisblueconsulting.com" target="_blank">https://www.lotisblueconsulting.com</a></p><p><strong>ABOUT YOU</strong></p><p>As a client-facing team member, you’ll bring your capabilities and expertise (including problem solving, hypothesis driven data analysis &amp; visualization, business scenario modeling) to help our clients identify the root cause and implications of business challenges related to strategy execution, organization design, and workforce optimization. You are comfortable with ambiguous and complex challenges and willing to do what it takes to achieve project goals and bring meaningful value to our clients.</p><p>Successful candidates will have experience working at a progressive, fast-paced management consulting firm; exact alignment with our career model will be determined based on depth and relevance of your knowledge and experience. We are looking for someone with 2 to 5 years of consulting experience who can operate comfortably as an individual contributor but has sufficient experience to guide and develop up to two junior resources.</p><h4>PRIMARY ACCOUNTABILITIES</h4><ul><li>Develop hypotheses to explain business challenges and develop and manage to completion the analytical plan required to test them</li><li>Specify enterprise dataset needs to support analyses; prepare data for analysis, assess quality, perform dataset integration as well as complex data analytics</li><li>Participate fully in internal and client meetings contributing to ideation, problem identification, root cause analysis, and solution development</li><li>Design, build and run sophisticated models in Excel and other tools to explore different business scenarios that inform client recommendations</li><li>Visualize and present insights in a clear, accurate, and compelling manner both in charts and in presentations designed to achieve specific client goals</li><li>Coordinate project work and interactions with client Project Managers and other stakeholders; work with clients and team members to iterate and refine content</li><li>Guide and develop other team members to help them achieve important outcomes</li></ul><h4>REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES</h4><ul><li>At least two years post graduate (excluding internships) experience working as a business consultant</li><li>Excellent verbal and written communication skills</li><li>Undergraduate degree in a data-driven field (e.g., engineering, data analytics, mathematics, economics)</li><li>Cross functional or industry specific business acumen</li><li>Skilled in hypothesis driven analysis including cleaning, processing and presenting data using some combination of Python, Excel and BI solutions</li><li>Experience scenario planning and building sophisticated models using Excel, ideally</li></ul><p><strong>SALARY, BENEFITS, AND PERKS</strong></p><ul><li>Competitive total rewards package&nbsp;</li><li>Medical and dental coverage at&nbsp;no&nbsp;cost to associates and their dependents</li><li>Pre-tax and Roth 401(k) options, Safe Harbor, and Profit-Sharing retirement plans</li><li>Flexible spending accounts</li><li>Generous paid time off (PTO)</li><li>Paid holidays</li><li>Gender-neutral parental leave&nbsp;</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Basic Life/AD&amp;D at no cost to the associate and Voluntary Life and AD&amp;D insurance</li><li>Short- and long-term disability at no cost to associates</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul><p>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.&nbsp;</p><ul><li>$95,000.00 - $142,600.00 annually</li></ul><p><strong>WORK ENVIRONMENT</strong></p><p>Hybrid, but willing to join a thriving Chicago Loop office culture at least 3 days per week. Must also be willing to travel up to 10 days per month.</p><p><em>SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.</em></p>

SullivanCotter

Data Analytics Consultant

<h3>Job Description:</h3><p><strong>Job Description</strong></p><p>As a Managing Director, you will be responsible for building, maintaining and growing strong and committed client relationships with key decision makers, influencers and C- suite committee members. The Book-of-Business will be comprised of clients with a range of complexities, challenges and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.</p><p>This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.</p><p><strong>Licensing and Experience</strong></p><ul><li><p>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</p></li><li><p>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</p></li><li><p>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</p></li></ul><p><strong>Key Responsibilities </strong></p><ul><li><p>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</p></li><li><p>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</p></li><li><p>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</p></li><li><p>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</p></li><li><p>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</p></li><li><p>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</p></li><li><p>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</p></li><li><p>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</p></li></ul><p><strong>Strategic Book Management</strong></p><ul><li><p>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</p></li><li><p>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</p></li><li><p>Differentiates Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</p></li><li><p>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</p></li><li><p>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</p></li><li><p>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</p></li><li><p>Provides analysis and advice to resolve the needs of internal/external customers.</p></li><li><p>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</p></li><li><p>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</p></li></ul>The base salary range for this position is $90,000-$204,000 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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Representative - Grand Blanc, MI

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a critical position within the firm, acts as the primary strategic contact for Fidelity’s largest and most valuable custody clients. Develops a detailed understanding of client's business and strategic initiatives to develop a proactive engagement plan that enhances overall relationship and includes positioning of Fidelity solutions and products. Responsible for business development, client growth, client retention, client satisfaction, risk management, acting as lead representative to broader Fidelity enterprise. Consults on industry trends, products, platforms, technology and regulatory matters. Strategically engages with senior leaders within Fidelity.</p><p>Job Responsibilities</p><ul><li><p>Contributes to segment and organizational goals/initiatives around growth, profitability, client satisfaction and retention.</p></li><li><p>Employs a client engagement model and strategy, ensuring the right activities, level of engagement and resource consumption based on client value.</p></li><li><p>Conducts regular client business reviews to discuss and develop the overall Fidelity relationship.</p></li><li><p>Drives executive leadership engagement at Fidelity events and keeps firms apprised of topical events/webinars to support staff development and growth.</p></li><li><p>Drives asset growth by identifying and competing for new assets and securing Fidelity as preferred custodian.</p></li><li><p>Develops a deep understanding of client business model, evaluating key aspects of their business, and leveraging consulting and discovery tools and best practices to develop the overall Fidelity relationship.</p></li><li><p>Aligns Fidelity and trusted third-party resources to meet client business needs.</p></li><li><p>Positions Fidelity investment and platform products/solutions, introducing Fidelity subject matter experts, advancing opportunities, and driving adoption.</p></li><li><p>Identifies and implements additional revenue sources within client relationships to increase overall revenue.</p></li><li><p>Manages client profitability and key business metrics, ensuring healthy client economics, seeking ways to improve.</p></li><li><p>Documents client activities, business opportunities and all communications with clients on a timely basis.</p></li><li><p>Highlights Fidelity events and webinars and drives attendance.</p></li><li><p>Proposes and coordinates consulting engagements with Fidelity subject matter experts based on business need (e.g., Practice Management, Technology, Investments).</p></li><li><p>Oversees client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.</p></li><li><p>Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).</p></li><li><p>Cultivates collaborative relationships with key internal business partners.</p></li><li><p>Fosters sharing of best practices across the segment and broader organization. Recommends product/service improvements.</p></li><li><p>Commits to ongoing professional development (i.e., learns and articulates Fidelity value vs. competition, expands skills/knowledge/credentials).</p></li></ul><p><strong>The expertise and skills you bring</strong></p><ul><li>10-15 years successful sales or relationship management experience in the financial services industry. Strong knowledge of the RIA, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence.</li><li>Prior leadership experience</li><li>BS Degree required</li><li>Series 7 &amp; 63 required</li></ul><p><strong>The Team</strong></p><p>Institutional Wealth Management Services (IWMS) helps wealth management firms and institutions navigate the changing industry landscape to grow their businesses and meet their clients’ financial needs. In addition to our insights, expertise and exceptional client experience, we provide investment and technology products and solutions, clearing and custody services, and institutional trading products, services and execution to thousands of firms.</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<h3>Category:</h3>Relationship Management<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>

Vice President, Senior Relationship Manager

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

Relationship Manager - Bethesda, MD

<h3>Job Description:</h3><p>The Risk Assessment and Testing Center of Excellence (CoE) is seeking a passionate and hardworking professional to join the team! You will help strengthen Fidelity’s control environment by documenting effective controls, drive efficiencies in the testing of controls supporting multiple compliance programs by minimizing redundancy and identify innovative use cases for leveraging testing. You will personify the Fidelity Leadership Principle Thinks and Works across Fidelity by collaborating with multiple Business Units, Risk, and Compliance groups.</p><p><strong>The Senior Risk Manager Role</strong></p><p>We have set standards for performing risk assessments &amp; controls testing and assessing the adequacy and effectiveness of controls, compliance, and governance processes<strong>. </strong>This position within the CoE team is accountable for developing and maintaining control standards, sustaining control inventory, writing strong control statements, identifying innovative approaches to test these controls and educating control owners on best practices. The Senior Risk Manager will also play a key role in leading team initiatives!</p><p><strong>The Expertise You Have</strong></p><ul><li>Bachelors’ Degree or equivalent with 7+ years of experience in financial services, risk management, audit, or compliance</li><li>Demonstrated experience in performing risk assessments and testing controls</li><li>Ability to identify risks and document strong controls while also maintaining control attributes to ensure the continued optimization of the control environment supporting regulatory compliance</li><li>Solid understanding of regulatory requirements applicable to registered investment advisers and registered investment companies</li><li>Understanding of alternative investment products, such as direct lending, crypto, and real estate a plus</li><li>Confirmed problem solving, analytical, organizational, and project management skills</li><li>Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners</li><li>Thrive in a dynamic organization where priorities shift to respond to business needs</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You are accountable for delivering high quality results in an accurate and timely manner</li><li>You are skilled in documenting and maintaining robust control statements</li><li>You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes</li><li>You have excellent verbal and written communication skills</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Promote a strong control environment by documenting robust risk and control statements, managing overlap with other compliance programs to promote a philosophy of test once, leverage multiple times, and making sound recommendations for improvement</li><li>Work simultaneously on multiple projects and shift accordingly as priorities change</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Participate in initiatives to improve existing processes within the Risk team and champion an inclusive team environment</li><li>Collaborate to achieve the best results for the team and Fidelity</li></ul>The base salary range for this position is $81,000-$137,000 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>Risk

Senior Risk Manager

<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>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Mission Viejo, CA

<h3>Job Description:</h3><p><strong>Director, Data Analytics &amp; Insights </strong></p><p><strong>The Role</strong></p><p>Fidelity’s Workplace Investing organization is in the middle of groundbreaking transformation from a legacy data and reporting environment to a modern / cloud based one. This is a complex initiative that spans data, visualization, and digital experience.</p><p>You will join a chapter group of passionate data and analytics professionals in Workplace Investing Technology, building best in class Analytics &amp; Reporting capabilities. You will collaborate with leaders and partners across business, analytics, architecture, and engineering teams to design and deliver analytics solutions that drive business decision making. You will drive and conduct in-depth analysis of data and reporting needs, work through the complexity of a legacy analytics platform, drive clarity, and present your findings with action-ready recommendations. You will query and visualize data to unlock insights that drive the business forward. You will participate in and guide data stewardship efforts and implement practices to ensure that data is usable, understandable, secured and shared responsibly.</p><p>You will work with multiple business teams to support their analytics needs simultaneously working with technology teams to define the blueprint for the future state of analytics products and solutions. In addition, as a member of the Data Analytics &amp; Insights Chapter within WI Technology, you will be an integral part of the team responsible for maintaining / developing best-in-class analytical expertise, developing standards, and scaling self-serve data analytics and reporting. The successful candidate will also help to drive the extension of an established metrics governance program.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Deep business domain expertise combined with data and analytics technology experience</li><li>10 years+ of demonstrated ability in data analytics, data warehousing, data visualization, and business intelligence</li><li>Expertise in a variety of analytics techniques including: profiling, data mining, modeling, statistical analysis and measurement</li><li>Experience with typical dimensional modeling design processes – i.e., Identifying Business Processes, Fact and Dimension tables, Dimensional attributes, Fact table granularity, appropriate SCD types for storing historical information, etc.</li><li>Experience with complex SQL against both cloud and on-premise relational database technologies – ideally Snowflake and Oracle</li><li>Track record of working with BI/Reporting toolsets including Tableau and Power BI</li><li>Proficient in building and publishing customized interactive reports and dashboards</li><li>Must have strong consultative, analytical, and problem-solving skills</li><li>Ability to work with a variety of colleagues, including Product Owners and the Engineering community, to ensure the best dashboarding solutions are delivered.</li><li>Exceptional verbal/written communication and presentation skills</li><li>Experience in full life-cycle methodology including change management processes and ensuring changes are properly tested and migrated to production</li><li>History of collaboration with Data Governance teams to catalog deployed metrics and business intelligence solutions</li><li>Advanced degree and/or certification in relevant subject area (e.g., analytics, computer science, data science) is a plus.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<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>

Director, Data Analytics and Insights

<h3>Job Description:</h3><p><strong>Job Title –Manager - Customer Experience Insights and Analytics</strong></p><p><strong>The Purpose of This Role </strong></p><p><br>The Customer Knowledge and Strategic Insights (CKSI) team, within the Fidelity Wealth Business unit, plays a crucial role in providing data-driven analytics to various product areas. Your responsibilities will involve providing data and insights that contribute to strategy and execution. Your expertise in data analytics will be instrumental in driving impactful outcomes.</p><p>This is an Individual contributor role in Customer Experience (CX) Insights and Analytics team within CKSI.</p><p><strong>The Value You Deliver</strong></p><ul><li><p>Develop, maintain, and optimize SQL queries to extract, manipulate, and analyze data from various databases.</p></li><li><p>Create and manage Tableau dashboards and reports to visualize data insights and support business decision-making.</p></li><li><p>Perform data validation and ensure data accuracy and integrity.</p></li><li><p>Assist in the design and implementation of data models and schemas.</p></li><li><p>Document processes for future reference.</p></li><li><p>Setup governance and access control as needed for various data and platforms.</p></li><li><p>Develop standards to feed data into Fidelity databases enabling democratization and organization wide quick learning and insights. Collaborate developing data pipes through to Snowflake. </p></li><li><p> Build relationship with Data Steward team that will result with enhanced processes <br>and efficiency</p></li></ul><p><strong>The Skills that are Key to this role </strong></p><p><strong>Technical / Behavioral </strong></p><ul><li><p>Proficiency in writing complex SQL queries and optimizing database performance.</p></li><li><p>Strong knowledge of Tableau for data visualization and dashboard creation.</p></li><li><p>Experience with data engineering, and data validation techniques. Analytics <br>experience will be preferred.</p></li><li><p>Excellent problem-solving skills and attention to detail.</p></li><li><p>Ability to work independently and as part of a team.</p></li><li><p>Technological nuance – understanding and appreciation of technology, data, systems and platforms and their interconnections.</p></li><li><p>Systems thinking: Holistic outlook in building end to end systems in a complex organization.</p></li><li><p>Self-starter who will take initiative on solving problems.</p></li></ul><p><strong>The Expertise we are looking for </strong></p><ul><li><p>4-7 years of experience in analytics in areas such as customer analytics.</p></li><li><p>Bachelor’s degree in a quantitative / technical field such as Engineering, Statistics</p></li><li><p>Excellent communication and presentation skills.</p></li><li><p>Consistent behavioural skills in terms of time management, prioritization, and delivery focused.</p></li></ul><p><strong>How will your work impact the Organization</strong></p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity India has been the Global Inhouse Center of Fidelity Investments since 2003 with offices in Bangalore and Chennai. For information about working at Fidelity, visit India.Fidelity.com.</p><p><strong>Fidelity Investments is an equal opportunity employer.</strong></p><p><strong>Location: Bangalore</strong></p><p><strong>Shift timings: 11 AM – 8 PM</strong></p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

1,029 Project Management / Professional Services Jobs