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<p><b>Salary Range:&nbsp;</b>&nbsp;$135,136.00&nbsp;(Min.) -&nbsp;$175,676.00&nbsp;(Mid.) -&nbsp;$216,218.00&nbsp;(Max.)</p><p>Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members, we make sure our members get the right care at the right place at the right time.<br><br>Mission: L.A. Care’s mission is to provide access to quality health care for Los Angeles County's vulnerable and low-income communities and residents and to support the safety net required to achieve that purpose.<br></p><h4>Job Summary</h4><p>The Senior Manager, Agile Practice and Program Delivery is primarily responsible for overseeing the agile practice at the enterprise level.&nbsp; This position oversees the staff around program delivery.</p><p>The Senior Manager ensures alignment between agile practices and organizational goals, facilitates cross-functional communication, and champions a culture of continuous improvement. This position is accountable for overseeing the administration of the JIRA product and is responsible for working with various key internal stakeholders on the strategic vision for JIRA and interrelated products.&nbsp; The Senior Manager will work closely with senior and executive management to drive the delivery of complex, large-scale initiatives while ensuring adherence to Agile methodologies and best practices.</p><p>This position manages all aspects of running an efficient team, including hiring, supervising, coaching, training, disciplining, and motivating direct reports.</p><h4>Duties</h4><p>Oversee the successful delivery of projects by maintaining Agile discipline, identifying, and resolving project dependencies, and removing obstacles. Work with senior management to align the agile transformation with broader business goals.</p><p>Lead, manage and facilitate the delivery of complex projects using Agile methodologies, ensuring teams effectively collaborate to meet project goals while prioritizing flexibility, continuous improvement, and close stakeholder engagement throughout the development cycle.</p><p>Plans and implements systems and procedures to maximize operating efficiency and achieve strategic priorities.&nbsp; </p><p>Responsible for ensuring the activities align with organizational goals including JIRA administration.</p><p>Manages complex projects, engaging and updating key stakeholders, developing timelines, leads others to complete deliverables on time and ensures implementation upon approval. </p><p>Lead and collaborate with key stakeholders in high-level change management to facilitate agile adoption beyond Information Technology (IT) enterprise goals.</p><p>Responsible for developing and reporting to senior management on agile maturity and progress in agile transformation initiatives.&nbsp; Responsible for overseeing the completion of data analyses to ensure that projects are both accurate and on schedule.&nbsp; Ensure that projects/ programs meet key stakeholders’ specifications and address any issues that impedes timely delivery.</p><h4>Duties Continued</h4><p>Manage staff, including, but not limited to monitoring of day-to-day activities of staff, monitoring of staff performance, mentoring, training, and cross-training of staff, handling of questions or issues, etc. raised by staff, encourage staff to provide recommendations for relevant process and systems enhancements, among others. Facilitate cross-functional communication to ensure cohesive collaboration across functional teams.&nbsp;</p><p>Establish, maintain, and monitor agile Key Performance Indicators (KPIs) to track and improve agile maturity.</p><p>Champion a culture of continuous improvement, driving process enhancements and optimization.</p><p>Develop and monitor high-level agile metrics to assess the agile health of the organization.</p><h4>Perform other duties as assigned.</h4><h4>Education Required</h4>Bachelor's Degree in Related FieldIn lieu of degree, equivalent education and/or experience may be considered.<h4>Education Preferred</h4>Master's Degree in Related Field<h4>Experience</h4><p><b>Required:</b></p><p>At least 7 years of experience in a Scrum of Scrum Master or Lead Scrum Master role, Project Management, and JIRA Administrator. </p><p>At least 5 of years’ experience in leading, supervising and/or managing staff.</p><p>Proven experience leading Program Increment (PI) planning and coaching others on the same.</p><p>Proven experience using and integrating Atlassian tools.</p><p>Proven experience managing Agile Release Trains (ARTs)</p><p><b>Preferred:</b></p><p>Experience in a similar role with oversight of Scrum teams in a healthcare or IT context.</p><h4>Skills</h4><p><b>Required:</b></p><p>Proven leadership in agile environments and management of cross-functional teams, with experience aligning agile practices to organizational strategy.</p><p>Proven design, development and implementation of dashboards and reports; selection and implementation of automation tools.</p><p>Excellent written and oral communication skills; speaks clearly and persuasively in positive or negative situations.</p><p>Strong interpersonal and leadership skills with ability to interact with various I.T. and business client departments /project teams. </p><p>Well versed in project management processes supporting project deliverables to facilitate the creation of standard project documents and artifacts.</p><p>Strong analytical, planning, and organizational skills. Strong facilitation, coaching and mentoring skills.</p><p>Excellent time management and organizational skills. Uses time effectively, reacts professionally under pressure.</p><p>Dependable, enthusiastic, self-starting, and self-motivated. &nbsp;</p><p>Ability to manage priorities across multiple teams/projects, possesses ability to work in a fast-paced and changing environment. &nbsp;</p><p>Ability to work well independently.</p><p>Ability to identify and manage risks.</p><h4>Licenses/Certifications Required</h4><h4>Licenses/Certifications Preferred</h4>Advanced Certified Scrum Master (A-CSM)Project Management Institute Agile Certified Professional (PMI-ACP)<h4>Required Training</h4><h4>Physical Requirements</h4>Light<h4>Additional Information</h4><p><b>Salary Range Disclaimer:</b> The expected pay range is based on many factors such as geography, experience, education, and the market.&nbsp; The range is subject to change.</p><p><b>L.A. Care offers&nbsp;a wide range of benefits including</b></p><ul><li>Paid Time Off (PTO)</li><li>Tuition Reimbursement</li><li>Retirement Plans</li><li>Medical, Dental and Vision</li><li>Wellness Program</li><li>Volunteer Time Off (VTO)</li></ul><p><br><strong>Nearest Major Market: </strong>Los Angeles                                                </p>

L.A. Care Health Plan

Senior Manager, Agile Practice and Program Delivery Management

<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 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - San Francisco, CA

<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><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>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</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></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><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></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

Financial Consultant - Burlingame, CA

<p>The Getty Foundation seeks a full-time Program Associate to manage the Foundation’s pipeline programs, including the Getty Marrow Undergraduate Internship, and to provide advanced programmatic support to senior Foundation grantmaking staff for a portfolio of other grants enriching the visual arts around the world.</p><p><strong>Our Mission</strong></p><p>The Getty Foundation fulfills the philanthropic mission of the Getty Trust by supporting individuals and institutions committed to advancing the greater understanding and preservation of the visual arts in Los Angeles and throughout the world. Through strategic grant initiatives, the Foundation strengthens art history as a global discipline, promotes the interdisciplinary practice of conservation, increases access to museum and archival collections, and develops the next generation of arts professionals. &nbsp;</p><p><strong>The Position</strong></p><p>Reporting to the Foundation Associate Director as part of a dynamic grantmaking team, the Program Associate will be responsible for all aspects of the Foundation’s pipeline programs, which recruit, train, and advance the careers of current and future leaders in the visual arts. The longest-running among these is the Getty Marrow Undergraduate Internship, which places college students in paid internships at Getty and more than 60 other arts organizations across Los Angeles County. The Program Associate will also support other grant programs to be determined based on their skills and experience and on the evolving needs of the Foundation’s grantmaking.</p><p>Getty offers paid vacation, every other Friday off, and excellent benefits. We work onsite, and the expectation is that the candidate will reside within a commutable distance of Getty; note, though, that Getty offers a partial telework policy, for which this position would be eligible based on satisfactory job performance.</p><p>Interested individuals should include both a cover letter and an up-to-date resume with their application for consideration.</p>

The J. Paul Getty Trust

Program Associate, Getty Foundation

<p><b>Job Description:</b></p><p>ABOUT THE CHICAGO SCHOOL</p><p>The Chicago School educates the next generation of change-makers in innovative theory and culturally competent practice to strengthen the integrated health of individuals, organizations, and communities. We enroll over 6,000 students across 40+ academic programs culminating in a bachelor's, master's, or doctoral degree or a professional certificate, and our unique approach to impact-focused education has made us a leading nonprofit university for more than 40 years.</p><p>As an employee at The Chicago School, you can become a member of a university community committed to true inclusion and equity. At The Chicago School, we celebrate individuals of all backgrounds and identities for who they are and what they can contribute. We take pride in hiring and retaining the most dynamic, talented, and passionate professionals who will help us continue to innovate for decades to come.</p><p>POSITION SUMMARY</p><p>The Student Advising Coordinator provides a wide range of student service duties and responsibilities within the Student Advising Division to ensure all prospective, incoming, and current students receive support in financial inquiries throughout their program. This role will collaborate closely with the Director of Student Advising to address student issues and offer solutions efficiently and effectively. This position is housed within the Student Support Team and will work directly with Student Support Counselors, Academic Advisors, Admissions, and Academic Departments to provide immediate assistance in student finance and registration issues.</p><p>This is a hybrid position with three days per week on campus.</p><p>PRINCIPLE DUTIES</p><p>Recruitment/Admissions</p><p>· Assist the Director of Student Advising in relaying pertinent information to admission representatives on student budgeting, award eligibility, and finance options for prospective students in need.</p><p>· Provide guidance on financial aid and student account inquiries for students on pending financial action list. Manage hold overrides and collaborate on solutions to support student persistence.</p><p>· Attend New Student Orientation to provide real-time support to students encountering issues heading into matriculation.</p><p>Funding/Student Finance</p><p>· Assist students with a range of complex enrollment and billing issues and provide budgeting options to ensure program funding is readily available.</p><p>· Work with potential Re-entry students to review eligible financial aid packaging amounts and determine course sequencing in collaboration with academic departments.  </p><p>· Implement proactive advising strategies to identify and assist financially and/or academically at-risk students, ensuring appropriate resources and support are reviewed. </p><p>Student Support/Advising</p><p>· Maintain a small caseload of students within their assigned college and offer a full range of advising and Student Support services.</p><p>· Assist prospective students in Student Support-related paperwork and processes.</p><p>· Advise students, faculty, and staff on university policies and procedures.</p><p>BASIC QUALIFICATIONS</p><p>· Bachelor’s Degree required (Master’s preferred)</p><p>· Prior experience in student finance at the university-level or Financial Aid</p><p>· Working knowledge of student advising and counseling techniques</p><p>· Strong verbal and written communication skills</p><p>PREFERRED QUALIFICATIONS</p><p>· The ability to display professionalism in all interactions</p><p>· Experience with building or managing effective student support initiatives</p><p>· The ability to collaborate with diverse individuals and teams and work effectively within a matrix organization</p><p>· Excellent writing, interpersonal, and technological skills, including the use of Microsoft Office</p><p>COMPENSATION: This is a full-time hourly position with a range of $26.41 - $27.18 per hour.</p><p>DISCLAIMER</p><p>The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.</p><p><b>Compensation &amp; Benefits</b></p>This opportunity is budgeted at $$25.18 to $27.18 base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.<p><a href="https://www.thechicagoschool.edu/career-opportunities/" target="_blank">https://www.thechicagoschool.edu/career-opportunities/</a></p><p>The Chicago School is an Equal Opportunity Employer.</p><p>Please note: For the protection of faculty, staff, students, and all who enter our facilities, The Chicago School strongly recommends that all employees are fully vaccinated for COVID-19 per CDC guidance.</p>

The Chicago School of Professional Psychology

Student Advising Coordinator

<p><b>Salary Range:&nbsp;&nbsp;<b><b><b><b>$46,800.00</b></b></b></b>&nbsp;(Min.) -&nbsp;<b><b><b><b>$52,597.00</b></b></b></b>&nbsp;(Mid.) -&nbsp;<b><b><b><b>$62,270.00</b></b></b></b>&nbsp;(Max.)</b></p><p>Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members, we make sure our members get the right care at the right place at the right time.<br><br>Mission: L.A. Care’s mission is to provide access to quality health care for Los Angeles County's vulnerable and low-income communities and residents and to support the safety net required to achieve that purpose.<br></p><h4>Job Summary</h4><p>The Quality and Population Health Coordinator I (QPHC) is responsible for outreaching to members to close care gaps. The QPHC also outreaches to providers for medical record pursuit and retrieval.&nbsp; This position supports the L.A. Care medical groups by assisting with scheduling member appointments. While this role is a combination of remote and in office work, this role is intended to support L.A. Care medical groups by being embedded in the provider offices and providing direct outreach to L.A. Care members. The QPHC is an important member of L.A. Care’s quality improvement team, helping to drive improvement in health outcomes, population health, and health equity, as well as member and provider experience.</p><h4>Duties</h4><h4>Make outbound calls to members to assist with scheduling and coordinating services (e.g. appointments, lab tests, health screenings, other diagnostic studies, transportation, etc.). (25%)</h4><h4>Educate members on missing gaps in care. Encourage them to close care gaps and pursue preventative health and health promotion activities such as health fairs. (25%) </h4><h4>Outreach to providers to request medical reports by fax, electronic medical records, or on-site visits if needed. (15%) </h4><h4>Review medical records, claims, and encounter data to identify key information to help close gaps in care. (15%)</h4><h4>Provide support as needed for care gap closure campaigns and other quality improvement programs. (15%)</h4><p>Perform other duties as assigned. (5%)</p><h4>Duties Continued</h4><h4>Education Required</h4>High School Diploma/or High School Equivalency Certificate<h4>Education Preferred</h4>Associate's Degree<h4>Experience</h4><p><b>Required:</b></p><p>At least 3 months of experience following basic workflows, procedures, and standards related to patient or provider communication and outreach.</p><p>Previous experience working in an office setting with basic office equipment such as telephones, fax machines, computers, etc.</p><p><b>Preferred:</b></p><p>Health Plan, provider practice, or health education experience. </p><h4>Skills</h4><p><b>Required:</b></p><p>Demonstrates deep compassion and sensitivity towards patient needs and community well-being. </p><p>Driven by strong motivation to positively impact people’s lives.</p><p>Excellent verbal and written communication skills.</p><p>Excellent interpersonal skills.</p><p>Proficient with Microsoft Word, Excel, PowerPoint, and Outlook.</p><p>Skills in utilizing various online platforms and search engines to efficiently gather accurate and relevant information. </p><p>Highly organized with ability to maintain accurate notes and records.</p><p>Demonstrates high efficiency in managing tasks and consistently delivering projects to successful and reliable completion. </p><p>Ability to communicate effectively with patients and health care providers. </p><p><b>Preferred:</b></p><p>Some knowledge of HEDIS and other quality measures.</p><p>Some knowledge of quality improvement processes.</p><p>Bilingual in one of L.A. Care Health Plan’s threshold languages is highly desirable. English, Spanish, Chinese, Armenian, Arabic, Farsi, Khmer, Korean, Russian, Tagalog, Vietnamese&nbsp;&nbsp; </p><h4>Licenses/Certifications Required</h4>Active &amp; Current Driver's License, with a clean record and Auto Insurance Required<h4>Licenses/Certifications Preferred</h4><h4>Required Training</h4><h4>Physical Requirements</h4>Light<h4>Additional Information</h4><p><b>Required:</b></p><p>Travel to offsite locations for work.</p><p><b>Salary Range Disclaimer:</b> The expected pay range is based on many factors such as geography, experience, education, and the market.&nbsp; The range is subject to change.</p><p>This position is a limited duration position. The term of this position is a minimum one year and maximum of two years from the start date unless terminated earlier by either party. Limited duration positions are full-time positions and are eligible to receive full benefits.</p><p><br><b>L.A. Care offers&nbsp;a wide range of benefits including</b></p><ul><li>Paid Time Off (PTO)</li><li>Tuition Reimbursement</li><li>Retirement Plans</li><li>Medical, Dental and Vision</li><li>Wellness Program</li><li>Volunteer Time Off (VTO)</li></ul><p><br><strong>Nearest Major Market: </strong>Los Angeles                                                                            <br><strong>Job Segment: </strong>                    EMR, Claims, Equity, Medical, Healthcare, Insurance, Finance                                                    </p>

Quality and Population Health Coordinator I (ALD)

<h3>Job Description:</h3><p>The Role</p><p>The Client Service Representative (CSR) will provide customer service and operational support to the Client Management Team. The team supports a division of Fidelity, serving the needs of their High Net Worth Clients.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Bachelor’s degree required</li><li>1-3 years in financial asset/brokerage servicing with an emphasis on customer service</li><li>AI Experience Preferred</li><li>Series 7 &amp; 63 licensing required or obtained within first 6 months</li><li>Experience with High Net Worth Client Base is a plus</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Fidelity Family Office Services (FFOS) provides comprehensive technology, wealth management products and service excellence to family offices and their advisors. FFOS is seeking a Client Services Representative (CSR) to join the team to provide customer service and operational support to the Client Management Team.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>You have strong interpersonal skills and the ability to deliver highly personalized service to a small group of high profile clients</li><li>You have exceptional client service phone skills</li><li>Your attention to detail and ability to deliver quality results </li><li>You have solid organizational skills, with proven ability to multi-task, prioritize and meet deadlines.</li><li>You’re a professional team player with a positive, self-motivated attitude with the capacity to think "outside the box".</li><li>You have the ability to work in a fast paced, deadline oriented environment</li><li>You display excellent problem solving and analytical skills</li><li>Your experience with Fidelity mainframe systems: FBSI, CACTUS, and XTRAC preferred</li></ul><p> The <strong>Value</strong> You Deliver</p><ul><li>Supporting divisional business needs, while maintaining a “client first” mentality.</li><li>Optimizing the client experience at Fidelity and developing relationships and partnerships with clients, internal, and external business partners.</li><li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.</li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills.</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges.</li><li>Bringing energy and excitement to your role every day.</li><li>Perform NIGO research and conduct client call-outs to resolve issues</li><li>Ownership of client accommodation needs regarding service, trading and problem resolution issues, with clear responsibility to escalate issues as appropriate within the team.</li><li>Assist with the prefill of applications/forms</li><li>Provide backup phone coverage in times of heavy call volume.</li><li>Actively participate in meetings and process improvement initiatives</li><li>Able to interact with all levels of management and business partners.</li></ul><p>How Your Work Impacts the Organization</p><p>Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOS culture: <a href="https://familyoffice.fidelity.com/app/item/RD_13569_44227.html" target="_blank">https://familyoffice.fidelity.com/app/item/RD_13569_44227.html</a></p>The base salary range for this position is $52,000-$83,000 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 66 - FINRA<h3>Category:</h3>Client Service

Client Service Representative, Family Office

<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

<p><strong>Summary:</strong></p><ul><li>The Business Analyst works with key stakeholders to evaluate business and application processes and proposes solutions that improve organizational efficiency, increase automation opportunities, and reduce organizational risk in a highly regulated environment.</li><li>The position gathers requirements, creates business requirements documentation, and works with a team to deliver solutions that align with business requirements while ensuring the integrity of system data and compliance with all regulatory guidelines, and provides excellent customer service and standards in support of the organization's mission.</li><li>The Business Analyst acts as the link between our technical capacities and our business objectives working to improve business efficiency with cost-effective technical and procedural solutions, and is also responsible for providing support and maintenance to critical enterprise applications and integrated solutions.</li></ul><p><strong>Essential Functions &amp; Responsibilities:</strong></p><ul><li>Supports work for multiple projects, from analyzing requirements to designing, testing, deploying and supporting users on a solution that meets those requirements.</li><li>Documents business requirements based on customer requests to guide the development of delivered solutions</li><li>Collaborates with teams across the organization while evaluating, developing, and delivering solutions. Provides clear communication and progress updates to internal teams and customers.</li><li>Tests, debugs, and evaluates enterprise software upgrade releases reporting issues to vendors and documenting end-user training materials and guides.</li><li>Interacts with development teams while reviewing, testing, coding and delivering the final project.</li><li>Extract data from Enterprise databases and other data sources to create ad-hoc and organizational reports and dashboards.</li><li>Supports, troubleshoots and resolves customer-reported issues on enterprise solutions on a daily basis.</li><li>Maintain a deep awareness of how the business operation works.</li><li>Interacts weekly with external vendor support teams of enterprise solutions.</li><li>Maintains system data security, confidentiality, and integrity.</li><li>Adheres to College/University policies and procedures and conducts job responsibilities in accordance with the standards set out in the College/University’s Code of Ethical Conduct, Compliance Agreement, Sexual Harassment Policy or any of its policies and procedures, applicable federal and state laws, and applicable professional standards.</li><li>Maintains regular and timely attendance, reports to work as scheduled and as required to meet the needs of the College/University and assures time worked and/or time off is recorded properly.</li></ul><p><strong>Required Qualifications:</strong></p><ul><li>Bachelor degree in Computer Science, Information Systems or related field, or Equivalent Experience required.</li><li>Generally 2-3 years of relevant experience are required.</li><li>Strong written and oral communication.</li><li>Ability to manage multiple projects and tasks simultaneously.</li><li>Excellent customer service.</li><li>Experience working with users developing business requirements.</li><li>Working knowledge of SQL and complex database structures.</li><li>Experience designing, developing, implementing, and supporting enterprise applications.</li><li>This is an onsite position where you will work in our administration office in Irvine daily.</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>Experience working in higher education in financial aid, either back-end or front-end support.</li><li>Experience with Anthology, CampusNexus or CampusVue.</li></ul><p><strong>Compensation:</strong></p><ul><li>$95,149.34 - $133,208.87</li><li>Great Benefits Package</li></ul><p>#LI-CM1</p><p>#HEJ</p><p><strong>Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.</strong></p><p>At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.</p><p><em>West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.</em></p>

West Coast University

Business Analyst

<p><b>Join the Clean Energy Revolution</b></p><p>BecomeaProduct Management, Advisorat Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll&nbsp;be part of a team focused on marketing operations, email development and deployment, in-house campaigns, and communications governance. You will have the opportunity to work on a broad range of operational projects and will be our lead for all things Salesforce.&nbsp;</p><p>We’re redefining the way SCE markets its programs and services to all business and residential customer segments to drive more efficient marketing outcomes and improve the overall experience for SCE customers. You'll contribute by leading cross-functional teams comprised of stakeholders from across SCE, as well as external partners and vendors. You'll work at both strategic and tactical levels, placing a strong focus on innovation, technology enablement, processes, and performance.&nbsp;&nbsp;</p><h4><b>Responsibilities</b></h4><ul><li>Ensures that product enablement content is accurate, up-to-date, and aligned with the company's brand and messaging</li><li>Ensures product attribution by developing strategies and methods for defining product achievements in the marketplace</li><li>Aligns customer need, market potential, technology readiness, and regulatory policy to develop and execute business plans that deliver demand-side products customers</li><li>Monitors the performance of sales enablement content and provide analysis and insights to optimize effectiveness</li><li>Monitors competitive landscape; anticipates competitive response to changing market dynamics; and proactively develop strategies to combat competitive activity</li><li>Participates in portfolio-wide process improvement initiatives across the marketing team, helping to drive operational effectiveness and improved ways of working</li><li>Understands and defines current market segmentation and related product positioning and identifies potential gaps in portfolio, both against competition and new market opportunity</li><li>Understands the individual needs of each marketing channel and their performance and optimization strategies that will enable creation of relevant product set</li><li>Contributes to development of new product portfolios by leading customer need and value analysis, planning the roadmap to create maximum value, follow up of product portfolio</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4><b>Minimum Qualifications</b></h4><ul><li>Seven or more years of experience establishing marketing strategies for existing or new products/services.</li><li>Experience creating or leading product growth strategy and plans.</li></ul><p><b>Preferred Qualifications</b></p><ul><li>Experience with Salesforce Marketing Cloud or equivalent enterprise-grade multi-channel marketing hub.&nbsp;&nbsp;</li><li>Experience in process development and optimization, with a focus on enhancing operational efficiency and effectiveness&nbsp;</li><li>Exceptional project management and communication skills&nbsp;</li><li>Proficiency in Monday.com or similar project management tools for project management and collaboration&nbsp;</li></ul><p><b>Additional Information</b></p><ul><li>This position’s work mode is&nbsp;<b>hybrid.&nbsp;</b>The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and&nbsp;reside in the state of California.  Further details of this work mode will be discussed at the interview stage.&nbsp;The work mode can be changed based on business needs.</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li></ul><p><b>About Southern California Edison</b></p><p>The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.</p><p>At SCE, we celebrate our differences. We are a proud Equal Opportunity Employer and will not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected status.</p><p>We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.</p>

94 Project Management / Professional Services Jobs in California