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Construction Loan &amp; Closing SpecialistPosition Overview:BlueHub Loan Fund (BHLF), an affiliate of BlueHub Capital (BlueHub), seeks a Construction Loan &amp; Closing Specialist (CLCS) to support our community development lending program to a diverse set of borrowers. These&nbsp;include&nbsp;real&nbsp;estate&nbsp;developers,&nbsp;charter&nbsp;school&nbsp;and&nbsp;community&nbsp;health&nbsp;center&nbsp;operators,&nbsp;and&nbsp;non-profit and&nbsp;social enterprises&nbsp;serving low-income&nbsp;families&nbsp;and&nbsp;communities. BHLF currently has a loan portfolio of approximately 165 borrowers with aggregate outstanding balances of over $220 million.&nbsp;This person will join&nbsp;the Portfolio Management team, which plays an integral role in loan closings, loan administration, loan disbursements and loan operations and report to the Director of Construction Loan Management. The CLCS will manage and maintain procedures and internal controls related to a complex set of commercial transactions in accordance with BHLF’s Loan Policies and Procedures.This newly created position requires a highly motivated person with a commitment to community development finance and, ideally, a background in construction management and monitoring, loan closing, or portfolio management. This person will be responsible for closing and funding loans in coordination with Loan Officers, the Portfolio Management Team, the Finance Department, outside consultants and legal counsel. They will also be responsible for reviewing construction requisitions, closing, disbursing and monitoring construction loans. This person will support portfolio reporting responsibilities on a monthly and quarterly basis. The candidate must&nbsp;be a self-starter, have the demonstrated ability to work independently&nbsp;and&nbsp;effectively&nbsp;on&nbsp;several&nbsp;tasks&nbsp;in&nbsp;a&nbsp;fast-paced&nbsp;environment,&nbsp;and&nbsp;have&nbsp;strong quantitative skills as well as strong written and verbal communication skills. The candidate must be able to work collaboratively across departments within BlueHub and externally with borrowers and consultants.Work Arrangements: This position is Boston-based.&nbsp;BlueHub staff are working a hybrid schedule of three days of work in the office (Tu-Th) and two days of remote work (M &amp; F).&nbsp;Background:&nbsp;BlueHub Capital is a mission-driven, nonprofit community development financing organization focused on building healthy communities where low-income people live and work. We use innovative financial tools and deploy capital to support projects that make communities more vibrant places to live. BlueHub has four distinct programs: BlueHub Loan Fund (community development financing), BlueHub SUN (foreclosure relief), BlueHub Energy (clean energy access) and One Percent for America (citizenship financing). Since our founding in 1985, BlueHub has invested over $3.1 billion (and leveraged over $16.1 billion) to finance:<ul><li>Affordable housing, school facilities, child and youth development programs, community-based health centers, grocery stores, and community gathering places</li><li>Reducing financial barriers to US citizenship</li><li>Clean energy enhancements that expand access to solar and other renewable sources for people with low incomes</li><li>Mortgage lending for families facing foreclosure&nbsp;</li></ul>Increasing economic opportunity is at the heart of why BlueHub exists and why we do the work we do. Our investments focus on communities that have been systematically denied access to capital. Our offices are located in the Roxbury neighborhood of Boston, MA. To learn more about BlueHub Capital, please visit, <a href="http://www.bluehubcapital.org" target="_blank">www.bluehubcapital.org</a>.Essential Duties and Responsibilities:<ol><li>Construction Loan Management (50%)</li></ol><ul><li>Build and maintain construction cash flow spreadsheet for each construction loan, tracking closing budget, change orders and disbursements throughout the construction loan.</li><li>Manage capitalization of construction loan interest.</li><li>Identify construction loan problems and recommend solutions to the lending and portfolio management team.</li><li>Maintain and ensure electronic and database files are kept organized, maintaining an audit trail of all disbursements.</li><li>Review and approve construction requisitions.</li><li>Coordinate lender inspector site visits and review site observation reports.</li><li>Coordinate funding with loan officers and the finance team.</li><li>Manage ongoing construction disbursements: request and review title insurance updates, track and ensure receipt of lien waivers, monitor hard and soft cost budget items, contingencies and invoices.</li><li>Manage funding of requisitions internally and with other project lenders.</li></ul><ol><li>Loan Closing (30%)</li></ol><ul><li>Work closely with loan officers to prepare, collect and process due diligence items and documentation related to loan closings. Identify and help resolve potential barriers to closing.</li><li>In conjunction with loan officer and outside legal counsel, oversee preparation and manage</li></ul>completion of loan closing checklists to ensure that all loan closing conditions have been met and approved by authorized parties.<ul><li>Maintain working knowledge of BHLF’s Loan Policies and Procedures to ensure compliance with internal approval and closing requirements, including Know Your Customer and Office of Foreign Assets Control policies. Recommend updates to policies as needed.</li><li>Set up new loans in BHLF’s loan administration systems, including Salesforce and TEA.&nbsp;</li><li>Support the closing and funding process in conjunction with other transaction parties and internally with loan officers, the Finance team and our legal counsel.</li><li>Manage loan closing and closing disbursement funding process for construction loans.</li><li>Assemble and construct closing requisitions. Review and approve closing requisitions when BHLF is participant lender.</li><li>Review and approve settlement statement for closing in coordination with the title agent.</li><li>Participate in pre-construction calls with BHLF Borrowers, peer funders and development consultants.</li><li>Support the opening of controlled bank accounts required by certain loan transactions.</li><li>Coordinate with BlueHub’s Communications Team, borrowers and other transaction parties to ensure BHLF is acknowledged in press materials and on construction site signage for the projects we support, and that we are invited to participate in ground breakings, ribbon cuttings and similar in-person and virtual events.</li></ul><ol><li>Portfolio Reporting (20%)</li></ol><ul><li>Manage development of monthly, quarterly, and annual reports for internal and external stakeholders.&nbsp;</li><li>Upload data from our accounting software (TEA) into Salesforce (SF) on a monthly and quarterly basis.</li><li>Generate and format TEA and SF reports on a monthly and quarterly basis.</li><li>Reconcile SF reports to TEA to ensure material loan terms match across platforms.</li><li>Manage TEA and SF ad hoc reporting for BHLF.</li></ul>Other duties as assigned.<h2>EssentialJob&nbsp;Requirements:</h2><ul><li>4-5 years&nbsp;of&nbsp;loan&nbsp;closing, construction loan management&nbsp;or&nbsp;relatedexperience&nbsp;in&nbsp;communitydevelopment,&nbsp;real&nbsp;estate&nbsp;transactions&nbsp;or commercial lending.</li><li>Proficiency&nbsp;with&nbsp;MS&nbsp;Office Suite&nbsp;is&nbsp;required.</li><li>Experience&nbsp;with&nbsp;databases&nbsp;and&nbsp;CRM&nbsp;platforms;&nbsp;experience&nbsp;with Salesforce and/or&nbsp;TEA&nbsp;preferred.</li><li>Excellent&nbsp;quantitative,&nbsp;writtenand&nbsp;verbal&nbsp;communication,&nbsp;and&nbsp;organizational&nbsp;skills.Must&nbsp;demonstrate a high level of attention to detail and commitment to accuracy.</li><li>Excellent&nbsp;judgment&nbsp;and&nbsp;prudent&nbsp;decision-making&nbsp;abilities.</li><li>Able&nbsp;to&nbsp;build&nbsp;relationships&nbsp;internally&nbsp;and&nbsp;work&nbsp;in&nbsp;a&nbsp;cooperative&nbsp;and&nbsp;diverse&nbsp;team&nbsp;environment.</li><li>Able to&nbsp;build&nbsp;relationships&nbsp;externally&nbsp;and&nbsp;elicit&nbsp;confidence through&nbsp;a commitment&nbsp;to&nbsp;accuracy, timeliness and professionalism.</li></ul><h2>Additional&nbsp;Desired&nbsp;Qualifications:</h2><ul><li>Experience&nbsp;with&nbsp;or&nbsp;understanding&nbsp;of&nbsp;the&nbsp;New&nbsp;Markets Tax&nbsp;Credit&nbsp;(NMTC)&nbsp;program,&nbsp;Low-Income Housing&nbsp;Tax&nbsp;Credit&nbsp;(LIHTC)and&nbsp;Historic&nbsp;Tax&nbsp;Credit&nbsp;(HTC)&nbsp;programs,&nbsp;and/or&nbsp;charter&nbsp;school&nbsp;facility operations or financing.</li><li>Experience&nbsp;with&nbsp;community&nbsp;development&nbsp;real&nbsp;estatedevelopers&nbsp;and&nbsp;nonprofitcommunity-based organizations.</li><li>Candidates who reflect the diversity of the communities we serve or have a keen interest in advancing&nbsp;economicdevelopment&nbsp;for&nbsp;those&nbsp;communities&nbsp;are&nbsp;strongly&nbsp;encouraged&nbsp;to&nbsp;apply&nbsp;for&nbsp;this position.</li></ul>Salary and Benefits:Salary is competitive and commensurate with experience within the guidelines of BlueHub Capital’s salary scale. As a “life cycle employer,” BlueHub invests in the benefits, training, growth opportunities and infrastructure that let you envision a career here. Benefits for full-time employees include:&nbsp;<ul><li>Generous insurance benefits: Health, dental, vision, life and disability insurance, including additional reimbursement for out-of-pocket healthcare expenses</li><li>Retirement benefits: Competitive 401(k) matching</li><li>Unique BlueHub benefits and stipends that support employee wellness, sustainable practices and charitable gift matching</li><li>Excellent package of vacation time and paid leave, as well as generous roll-over policies</li></ul>Application:Please submit a resume and cover letter online via our application portal. You may direct your cover letter to Shannon Weiss, Talent Acquisition Specialist. No calls please. Due to the high volume of applications, BlueHub Capital cannot return phone calls about the position and, regrettably, cannot notify applicants of the status of applications unless an interview is requested.BlueHub Capital is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, age, national origin, ancestry, active military or veteran status, physical or mental disability, medical condition, pregnancy (which includes pregnancy, childbirth, medical conditions related to pregnancy and childbirth, and breastfeeding and expressing breast milk), genetic information, or other protected status in accordance with applicable federal, state and local laws. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual’s qualifications for a specific job opening.

BlueHub Capital

Construction Loan & Closing Specialist

<h3>Job Description:</h3>The RoleThis role in the Product Strategy team at Fidelity Digital Assets will be focused defining of business and product strategy as well as overseeing its execution through delivery of new, innovative products. Focus will be on advancing of our platform capabilities and designing new products for our global institutional client base. This role requires a highly skilled leader with a passion for digital assets, markets, and financial services products. Expertise and Skills you bring<ul><li>Minimum of 8-12 years of experience in financial services, preferably with product management or strategy experience</li><li>Develop and refine product roadmap through your interpretation of market needs, informed by collaboration with clients and other internal or external stakeholders</li><li>Develop business cases for new product offerings, including considerations for commercial value, operations and technology requirements, and compliance with regulations</li><li>Design new products to meet the needs of our customers now and in the future</li><li>Understand the market and underlying technology, helping Fidelity anticipate future needs of our broad client base</li><li>Interact directly with our clients, as well as our internal business partners across technology, risk, compliance, legal, operations and service teams to drive strategic initiatives</li><li>Collaborate across the firm, identifying opportunities for collaboration and influencing the enterprise’s digital assets strategy</li><li>Deep understanding of how capital markets function including market structure, key operational functions, and regulatory constructs</li><li>Demonstrated passion for and knowledge of digital assets and blockchain technology</li><li>Experience in leading product concepts from incubation through to production</li><li>Commercial mindset and understanding of financial concepts; ability to develop quantitative analysis to support product and other investment proposals</li><li>Strong communication and presentation skills</li><li>Ability to influence even when holding a position contrary to the majority </li></ul>The TeamFidelity Digital Assets℠ offers a full-service enterprise-grade platform for securing, trading and supporting digital assets, such as bitcoin and ether. Fidelity Digital Assets℠ combines the operational and technical capabilities of the broader Fidelity organization with dedicated blockchain expertise to deliver a completely new offering for investors.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.

Fidelity Investments

Product Strategy Director (Custody and Trading)

As a temporary admission summer assistant, you will assist with the coordination and execution of pre-college programs for SCAD Savannah, primarily by communicating with program participants and their parents. All responsibilities center on nurturing a safe experience for all program participants, most of whom are minors, and ensuring that all attendees are following the program’s outlined rules and guidelines.In this role, you will be responsible for setting behavioral expectations for program participants, conducting initial behavioral concern conversations with participants before including relevant departments. As the initial point of contact for program participants experiencing crisis, you will coordinate with personnel across university departments to care for student needs. After the program, you will serve a key role in retaining pre-college assistants by providing exceptional guidance and feedback during programming in order to build long-lasting relationships.The ideal candidate thrives in a fast-paced, dynamic environment, serving as a quality representative of SCAD at all events when present. They also lead by example, demonstrating a commitment to foster a supportive and inclusive campus environment that is conducive to academic success.Minimum qualifications: &nbsp;<ul><li>Exceptional written and verbal communication skills</li><li>Advanced customer relations skills</li><li>Available for evening and weekend work as needed</li></ul>Preferred qualifications:<ul><li>One year of related experience</li></ul>Certificates, licenses, and registrations: <ul><li>Valid driver’s license</li></ul>Travel required: <ul><li>None</li></ul>Work hours: The university work week is Sunday through Saturday. Most offices are open Monday through Friday from 8:30 a.m. to 5:30 p.m. To accommodate business needs, employees may be assigned to other workdays and/or hours, including weekends and evenings.&nbsp;ADA tag: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements and minimum qualifications listed represent the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions and/or meet the minimum qualifications.&nbsp;

Savannah College of Art and Design

Temporary Admission Summer Assistant

Description Idaho National Laboratory is hiring a Project Controls Analyst to work in our Materials and Fuels Complex (MFC) Project Controls department. Our team works a 4x10 schedule located out of our Materials and Fuels Complex with every Friday off. Responsibilities Include: You will collaborate with project managers to coordinate the efforts on and perform project control activities from project creation through project execution. This includes development of project plans, estimates, costs, contracts, schedules, and resources. <ul><li>Assist project managers, Project Schedulers, and Project Engineers on defining project scope/requirements, observing capital asset compliance and principles, development of work breakdown structures (WBS), identification and mitigation of risks, submitting cost estimates and funding determinations, determining and implementing scope, schedule, and budget baselines, updating project status, monitoring variances, trending performance, contract management, and determining corrective actions.</li><li>Collect, analyze, trend, forecast and report on project data, and cost from various sources (e.g. P6, SplashBI.), (Business Systems), COBRA) and team members (e.g. engineering, procurement, construction, or business management).</li><li>Support the PMO Management System Lead (MSL) with internal surveillances if necessary to ensure Earned Value Management System (EVMS) requirements are met.</li><li>Help maintain analysis, trending, forecasting, and reporting processes and storyboards that flow chart project controls and cost engineering work processes.</li><li>Review and support the ongoing updates to EVMS metrics.</li><li>Maintain, review, and revise baseline schedules and budgets consistent with established change control.</li><li>Contribute to completion of milestones associated with specific work assignments.</li><li>Help maintain the Performance Measurement and Performance Baseline Schedule, Life Cycle Schedules (LCS) and the Field Execution Schedule (FES).</li><li>Ensure INL Managers are aware of previous, all changes to work that can/will change the outcome of the work.</li></ul>Qualifications Minimum Requirements: <ul><li>Level 3 - Bachelor's degree in business administration, Project Management, Construction Management, or related field and 5 years experience, Master's and 2 years of experience. PhD and 2 years of experience.</li><li>Level 4 -Bachelor's degree in business administration, Project Management, Construction Management, or related field and 9 years of experience. Master's and 6 years of experience. PhD and 4 years of experience.</li><li>Demonstrated experience in project schedules using industry-standard software (e.g., Microsoft Project, Primavera P6).</li><li>Construction knowledge or project process knowledge.</li><li>Experience with construction methodologies or project processes.</li><li>Experience with earned value management.</li><li>This position requires the ability to obtain and maintain a Department of Energy "L" clearance, which requires US Citizenship.</li></ul> Job Information: <ul><li>The pay range for this position is: Level 3 ($77,628 - $159,228) / Level 4 ($93,204 - $191,076) At Idaho National Laboratory compensation decisions are determined using factors such as education, relevant experience, and other credentials.</li><li>You are required to show a demonstrated commitment to valuing diversity and contributing to an inclusive working environment.</li><li>TDP: This is a testing designated position; you will be required to submit to a pre-employment drug screen and periodic drug testing throughout the term of your employment.</li><li>Multi-Level: This is a multi-level posting and you will be placed at the appropriate level dependent on depth and breadth of proven experience and skills.</li></ul> Benefits and Relocation <ul><li>Medical, Dental, Vision, and Flexible Spending Accounts</li><li>401(k) with a 4.2% employer contribution and up to 4.8% match</li><li>Paid time off (personal leave)</li><li>Employee Education Program (tuition assistance)</li><li>Comprehensive Relocation Package</li><li>Benefit eligibility subject multiple factors, including employment status and position classification.</li></ul> INL is a science-based, applied engineering national laboratory dedicated to supporting the U.S. Department of Energy's mission in nuclear energy research, science, and national defense. With more than 5,800 scientists, researchers, and support staff, the laboratory works with national and international governments, universities and industry partners to discover new science and development technologies that underpin the nation's nuclear and renewable energy, national security, and environmental missions. Selective Service Requirements To be eligible for employment at INL males born after December 31, 1959 must have registered with the Selective Service System (SSS). For more information see <a href="http://www.sss.gov" target="_blank">www.sss.gov</a>. Equal Employment Opportunity Idaho National Laboratory (INL) is an Equal Employment Opportunity (EEO) employer. It is the policy of INL to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. Women and People of Color are strongly encouraged to apply. Reasonable Accommodation We will ensure 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 accommodation. Other Information When applying to positions please provide a resume and answer all questions on the following screens. Applicants, who fail to provide a resume or answer the questions, may be deemed ineligible for consideration. INL does not accept resumes from third-party vendors unsolicited.

Idaho National Laboratory

Project Controls Analyst (PCA)

Description Post Master's Student - Research Associate in Focused Ion Beam Microscopy Location: Advanced Materials Characterization Department, Microscopy and Characterization Suite (MaCS), Idaho National Laboratory Schedule: 9-80’s with every other Friday off Program Duration: 1 year Position Overview: Idaho National Laboratory (INL) is seeking a post master’s student for a one-year program designed to bridge the gap between education and career readiness. The selected candidate will work as a Research Associate in Focused Ion Beam (FIB) Microscopy, contributing to advanced materials development in support of INL's mission. MaCS provides unique microscopy services to INL, universities, and industry partners. Responsibilities: <ul><li>Operate FIB/SEM instruments to support research and materials development programs.</li><li>Maintain and ensure operational proficiency of microscopy instruments and detectors.</li><li>Analyze and evaluate data from various material experiments.</li><li>Author and contribute to peer-reviewed publications and technical reports.</li><li>Organize and ensure efficient use of instruments.</li><li>Collaborate with scientists and modeling experts to enhance microscopy applications.</li><li>Assess the performance of nuclear fuels and cladding through post-irradiation examinations.</li><li>Establish relationships with universities and develop partnerships.</li><li>Provide guidance to junior scientists, technicians, or post-doctoral staff.</li></ul>Qualifications Minimum Qualifications: <ul><li>Master’s degree in Materials Science, Physics, Chemistry, or a related field.</li><li>Research experience in a relevant field.</li><li>Experience with AutoCAD, Microscopy, X-ray diffraction, and Sample Preparation.</li></ul> Preferred Qualifications: <ul><li>Experience in a nuclear field.</li><li>Experience in supply chain and operations management.</li></ul> Program Benefits: <ul><li>Mentored environment providing post-degree work experience.</li><li>Opportunities for professional development and training.</li><li>Accelerated knowledge transfer from retiring staff to early career individuals.</li></ul> Review and Evaluation: Performance and satisfaction will be reviewed at three, six, and nine months. At the nine-month review, potential next steps will be discussed: <ul><li>Transition to a full-time role</li><li>Pursue additional education</li><li>Explore other opportunities</li><li>Conclude the assignment</li></ul> Job Information: The pay range for this position is $82,152 - $88,987. At Idaho National Laboratory compensation decisions are determined using factors such as education, relevant experience, and other credentials. Benefits and Relocation <ul><li>Medical, Dental, Vision, and Flexible Spending Accounts</li><li>401(k) with a 4.2% employer contribution and up to 4.8% match</li><li>Paid time off (personal leave)</li><li>Employee Education Program (tuition assistance)</li><li>Comprehensive Relocation Package</li><li>Benefit eligibility subject multiple factors, including employment status and position classification.</li></ul> INL is a science-based, applied engineering national laboratory dedicated to supporting the U.S. Department of Energy’s mission in nuclear energy research, science, and national defense. With more than 5,000 scientists, researchers, and support staff, the laboratory works with national and international governments, universities and industry partners to discover new science and development technologies that underpin the nation’s nuclear and renewable energy, national security, and environmental missions. INL Mission Our mission is to discover, demonstrate and secure innovative nuclear energy solutions, other clean energy options and critical infrastructure. INL Vision Our vision is to change the world’s energy future and secure our nation’s critical infrastructure. Selective Service Requirements To be eligible for employment at INL males born after December 31, 1959 must have registered with the Selective Service System (SSS). For more information see <a href="http://www.sss.gov" target="_blank">www.sss.gov</a>. Equal Employment Opportunity Idaho National Laboratory (INL) is an Equal Employment Opportunity (EEO) employer. It is the policy of INL to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.&nbsp; Reasonable Accommodation We will ensure 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 accommodation. Other Information When applying to positions please provide a resume and answer all questions on the following screens. Applicants, who fail to provide a resume or answer the questions, may be deemed ineligible for consideration. INL does not accept resumes from third party vendors unsolicited.

Post Master's Student - Research Associate in Focused Ion Beam Microscopy

Job Description:POSITION SUMMARY:The Director of Student Engagement leads and manages student engagement programs that align with the college's values, promoting student success and retention. This position oversees campus life, new student onboarding, orientation, student activities, and leadership development through various programs and services. The Director provides vision and leadership for the development, assessment, and oversight of these initiatives, including campus events, workshops, student government, and leadership opportunities. Collaboration with academic and administrative departments is essential to enhance the student experience through involvement and learning. The Director ensures compliance with internal, federal, and Department of Education policies, including FERPA. This role is based in Pasadena and reports to the Dean of Students.SUPERVISION RECEIVED:<ul><li>General Supervision: The incumbent normally receives little instruction on day-to-day work and receives general instructions on new assignments.</li></ul>SUPERVISION EXERCISED:<ul><li>Supervisory responsibilities within a department or functional area. Responsibilities include coordinating, directing and assigning work and may also include participation in interviewing and selecting staff, evaluating employee performance including making recommendations regarding pay, performance, and disciplinary action.</li></ul># of Supervised Directly&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;# of Supervised Indirectly__0____FTE (Full-time Equivalent)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ___0___FTE (Full-time Equivalent)__0____FTE (Non-exempt)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ___0___FTE (Non-exempt):&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; __0____FTE (Exempt)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ___0___FTE (Exempt): &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; __0____FTE Total&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ___0___FTE TotalESSENTIAL FUNCTIONS*:The Director of Student Engagement provides leadership and accountability for college-wide events and activities which ensure the delivery of quality and effective programs to enhance and support the academic success of students and their experience.Leadership &amp; Management<ul><li>Lead and manage college-wide events and activities, ensuring the delivery of effective programs that support student academic success and overall experience.</li><li>Plan and set long-term goals for the Office of Student Engagement.</li><li>Oversee day-to-day operations for student orientation programs, Student Government Association, and the distribution of the student government and campus activities budgets.</li></ul>Program Development &amp; Oversight<ul><li>Develop, interpret, and administer the Office of Student Engagement (OSE) programs and functions.</li><li>Design and assess a comprehensive student activities program encompassing educational, recreational, social, and cultural events.</li><li>Plan, coordinate, and execute the college’s annual Commencement ceremony.</li></ul>Collaboration &amp; Communication<ul><li>Work closely with administrative and academic departments to create, implement, and assess programs designed to enhance student experience through involvement, learning, and leadership opportunities.</li><li>Participate in developing marketing strategies on a variety of platforms to promote campus activities and maximize student engagement.</li><li>Chair or participate in standing and ad-hoc committees as assigned.</li></ul>Student Success &amp; Retention<ul><li>Monitor student retention and satisfaction using data from college databases, surveys, and polls.</li><li>Develop strategies to enhance student engagement and foster a positive campus environment.</li></ul>Other Duties as Assigned<ul><li>Perform other responsibilities as assigned by the Dean of Students or other college leadership to support the broader goals of the institution.</li></ul>Is regular attendance an essential function?&nbsp; ☒ Yes&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☐ NoESSENTIAL KNOWLEDGE, SKILLS and ABILITIES:<ul><li>KNOWLEDGE: <ul><li>In-depth knowledge of the FERPA Regulation.</li></ul></li><li>SKILLS:<ul><li>Judgment &amp; Decision-Making:<ul><li>Ability to exercise independent judgment and make sound decisions by using critical thinking skills to resolve complex student problems.</li></ul></li><li>Collaboration &amp; Communication:<ul><li>Ability to collaborate and communicate effectively with students of varying educational levels and employees at all levels of the organization.</li><li>Excellent verbal and written communication skills, including oral presentation, public speaking, and written communication.</li><li>PREFERRED:&nbsp; Bilingual in Spanish, with the ability to communicate effectively in both English and Spanish.</li></ul></li><li>Technical Proficiency &amp; Clerical Skills:<ul><li>Excellent PC skills (Word, Excel, PowerPoint) and proficiency in other clerical tasks (phone skills, typing, filing).</li><li>Ability to quickly learn and utilize school technology platforms.</li></ul></li><li>Organizational &amp; Planning Skills:<ul><li>Excellent aptitude in personal planning and organizational skills, aligned with personal accountability and responsibility.</li></ul></li></ul></li><li>ABILITIES: <ul><li>Flexibility &amp; Time Management:<ul><li>Ability to work a flexible schedule, including evenings and weekends.</li><li>Demonstrated experience/ability to positively function in a complex, fast-paced team environment and meet multiple deadlines.</li></ul></li><li>Experience with Specific Populations:<ul><li>Experience working with adult learners.</li></ul></li></ul></li></ul>POSITION QUALIFICATIONS:<ul><li>Education: <ul><li>Required: Bachelor’s degree from an accredited institution or equivalent years of experience.</li><li>Preferred: Master’s degree from an accredited institution.&nbsp;</li></ul></li><li>Experience:<ul><li>Required:&nbsp; <ul><li>Minimum of 7 years’ experience in higher education, of which:<ul><li>At least 5 years in an academic-related and/or student services and</li><li>2 years in a high-contact customer service or support environment.</li></ul></li></ul></li></ul></li></ul>TYPICAL WORKING CONDITIONS<ul><li>Office environment; typically, 70 degrees</li><li>Noise level is usually quiet to moderately noisy while in the office</li></ul>EQUIPMENT USED:<ul><li>Computer/Laptop</li><li>Calculator/10-key</li><li>Telephone</li><li>Copier, scanner and fax machines</li></ul>ESSENTIAL PHYSICAL &amp; MENTAL TASKS: (Check all that apply):Physical Demands: ☒ Standing&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☒ Lifting:&nbsp; 15_# Lbs.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☒ Pushing/Pulling&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☐ Driving☒ Walking&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☒ Carrying&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☒ Hearing&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☒ Speaking☒ Reaching&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☒ Writing &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☒ Squatting/Kneeling&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☒ Seeing☐ Climbing&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☒ Pushing&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☒ Other: TypingPhysical Environment - Exposed to:&nbsp; ☐ Noise&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☐ Heat/Cold&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☐ Fumes/Gases&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☐ Human Tissue/Fluids☐ Chemicals&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☐ Carcinogens&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☐ Dirt&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☐ Animal Tissue/Fluids☐ Toxic Chemicals&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☐ Radiation&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp; ☐Other:&nbsp;☐ Biohazardous MaterialMental Demands:&nbsp; ☒ Reading&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☒ Frequent Interruptions&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☒ Periods of Concentrated Attention&nbsp;&nbsp;&nbsp;☒ Detailed Work&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☒ Irregular Work Schedule&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;☒ Frequent Contact with People☒ Frequent Deadlines&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ☐Other:&nbsp;☒ Multiple Concurrent TasksTRAVEL: (% of total time): 1%ENVIRONMENTAL CONDITIONS:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job:&nbsp;The noise level in the work environment is usually quite to moderately noisy while in the office.&nbsp; The office temperature is about 70 degrees.DECISION MAKING:The position is governed by the policies of Pacific Oaks, along with established procedures for the department. Independent judgment is required in the supervision of personnel as well as in the carrying out of the department's strategic goals and budget management.CONTACT RESPONSIBILITIES:Routine exchange or presentation of information.Responsible for demonstrating professionalism and leadership in resolving conflicts with students and employees.&nbsp; Recommends alternative approaches to solve problems and conflicts.&nbsp;FINANCIAL RESPONSIBILITY:This position does not require the management of budgets, but it is required to follow Pacific Oaks policies for purchasing and budget approvals.Compensation &amp; BenefitsThis opportunity is budgeted at $72,000.00-79,200.00 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.<a href="https://www.pacificoaks.edu/about/careers-pacific-oaks/" target="_blank">https://www.pacificoaks.edu/about/careers-pacific-oaks/</a>Pacific Oaks is an Equal Opportunity Employer.Pacific Oaks participates in E-Verify and verifies identity and employment eligibility of all persons hired. 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. Pacific Oaks offers equal employment opportunities to all persons without regard to race, color, ethnicity, religion, sex, sexual orientation, national origin, age, marital status, physical or mental disability, parental status, housing status, source of income or military status, in accordance with applicable federal, state and local EEO laws.

Pacific Oaks Children’s School

Director of Student Engagement

<h3>Job Description:</h3>The RoleBe a part of the organization that helps service the Fidelity Stock Plan Services (SPS) Financial Reporting team! In this role you will be the first line of support to a defined client base in helping to provide a platform to acquire their financial reporting requirements related to equity compensation.Serve as the client’s primary support for SPS’ financial reporting offering, with a client base typically 20 - 25 public companies consisting across all segments (Emerging, Mid, Large and Strategic). In this capacity, you are responsible for the processing and reporting of their client’s financial reporting data according to the client defined reporting schedule. You will work with their clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis. The identification and development of process benchmarks and standard methodologies across the client base are important to client delivery. Analyst will train client contacts to use Plan Sponsor Workstation (PSW) and its functionality such as SPS reporting, including customized reporting dashboards, as well as Team Workspace. The Analyst is highly engaged with client contacts and builds long term relationships to provide end to end service delivery.<ul><li>As an important member of the Financial Reporting team, you will participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects).</li><li>Analyst will be a key member, along with SPS Implementation and Account Management, to implement a client’s reporting information from a legacy provider to the Fidelity Stock Plan Administration system. Provide assistance with the overall testing effort for the SPS financial team as coordinated by the SPS Product Development team.</li><li>Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle</li><li>Partnering with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration.</li><li>Assisting with SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities</li><li>Client advisor regarding solution-based financial report modifications within the financial section of the Plan Sponsor Workstation platform.</li><li>Crafting and maintaining required data for process measures and reporting.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree or equivalent experience preferred</li><li>3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience</li><li>Excel and Access skills</li><li>Certified Equity Professional (CEP) level 1 encouraged</li><li>Your strong ability to multi-task, react and think quickly</li><li>You bring a Positive “can-do” demeanor and a willingness to work across groups to get the job done</li><li>You are a team player who will consistently provide a very high level of support to the group</li><li>Your Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).</li><li>Strong operational and project management skills.</li><li>Proven success in developing presentations and reporting.</li><li>Very strong verbal and written communication skills.</li><li>You are passionate about the details and possess strong communication and organizational skills.</li><li>You're a Self-starter with strong sense of ownership and involvement is essential. Must be very proactive in approach.</li><li>You are flexible enough to work overtime if needed</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity’s SPS provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation rights and performance plans.<h3>Certifications:</h3><h3>Category:</h3>OperationsFidelity’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.

Financial Reporting Analyst

<h3>Job Description:</h3>Are you interested in serving the needs of millions of customers by building outstanding products and digital experiences that help strengthen the financial well-being of our customers?We’re actively seeking a passionate, humble individual who brings deep technical expertise in web, cloud architecture, engineering, with an eye towards building omni-channel experience platforms and has a passion for business innovation. The Team Fidelity Brokerage Alternatives Technology team contributes to and influences the direction of Alternative Investments and Fidelity Crypto solutions for retail customers. We are a comprehensive software engineering practice, leading the build of core product and platform capabilities, the championing of new technologies and promoting collaboration and open communication to facilitate better decision-making at all levels. The Purpose of Your RoleOur teams build and contribute to Fidelity’s digital presence. As a software engineer, you will help us build the omni channel user experiences and the underlying platforms needed to support our digital presence. You’ll work on building entire features, taking these from concept to deployment, as part of our autonomous, cross functional teams. You'll have the opportunity to contribute ideas to improve our products as well as develop your skills, learn new technologies and languages, and continue to learn. We're looking for highly motivated individuals who work well in a collaborative, iterative, and fast-paced environment.The Expertise You Have<ul><li>6+ years of professional experience developing web apps using Angular 12+, RxJS, Redux/NgRx and TypeScript in an agile environment.</li><li>Hands-on experience with test automation tools and frameworks e.g. Cypress, Playwright, Jest and Storybook.</li><li>Hands-on Dev-Ops experience using Jenkins, Jira, Stash, etc.</li><li>Experience or willingness to learn Android, iOS and mobile technologies.</li><li>Knowledge of web landscape, architectures (micro-frontend, BFF, Module Federation), trends and emerging technologies used in creating performant and resilient websites</li><li>Your advanced Git skills, branching strategies and CI/CD practices.</li><li>Your knowledge of HTTP/S based APIs , GraphQL, Networking and how the internet works.</li><li>Familiarity with developing features for our web experiences using Angular and Microservices in NodeJS/NestJS/GraphQL.</li><li>Experience with Nx workspaces, ability to use Nx for managing monorepos and enhancing developer productivity</li><li>Experience in internet security: OAuth, Open ID connect and knowledge of standard methodologies</li><li>Strong working knowledge of AWS ecosystem (EC2, Lambda, Serverless computing, DynamoDB)</li><li>Understanding containerization, Docker, and orchestration will be a plus.</li><li>End-to-end architecture experience with focus on customer experience, ease of use, reusable core &amp; common components development, leverage proven architecture pattens, standards, accessibility guidelines, security, A/B testing, personalization, analytics and measurements</li></ul>The Skills You Bring<ul><li>Strong business and systems analysis skills with a proven track record of delivery on complex technology projects</li><li>Ability to work in a complex environment, involving multiple partners, technical groups, squads, product areas and domains. </li><li>Highly organized and able to prioritize and multi-task in a fast-paced environment across variety of tasks and responsibilities. </li><li>Ability to effectively communicate deliverables and timelines on a regular basis and manage expectations of stakeholders</li><li>Use your knowledge of testing and testability to influence better software design, promote proper software engineering and bug prevention strategies, testability and security</li><li>Actively participate in the development process through writing and maintain application features and automated tests including unit tests, component tests, integration tests, functional tests, performance tests, scenario tests and interoperability tests </li></ul>The Value You Deliver<ul><li>Obsessed with creating the best end-to-end customer experience</li><li>Collaborate and align roadmaps with business partners to offer modernize experience. </li><li>Communicates with business partners across the business units/product areas.</li><li>Owns the outcome by taking personal accountability for delivering strong results</li><li>Full-stack engineer with knowledge in a breadth of technologies and test automation framework</li><li>Able to learn large software systems end-to-end quickly</li></ul>How Your Work Impacts the OrganizationWith you as a core member of the technology leadership team, we will together continue to drive and enhance a strong engineering culture that is built on a core foundation that revolves around passion for excellence, community and accountability.We believe that diversity in background and experience will nurture an inclusive and engaging work environment for our employees. This ultimately enables us to deliver a better product for our customers. It is our genuine belief that delivering the best possible customer experience requires an artful blend of human ingenuity and technology. While we value smart technologists, we are fanatics about our culture that promotes aligned autonomy and ownership. People who are great cultural fits demonstrate curiosity to learn, are unafraid to break things, step up and take the lead, take ownership of their projects, and thrive by sharing knowledge<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’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.

Principal Full-Stack Engineer – Testing Specialist

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>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>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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.

Financial Consultant - Reston, VA

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

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