field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

job_organization_name

<h3>Job Description:</h3><p><strong>Role</strong></p><p>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.</p><p><strong>The Expertise and Skills We’re Looking For</strong></p><ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Fidelity Investments

Managing Director, 401K Relationship Manager

<p>USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce. We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization. </p><p>The <strong>Clinical Coordinator</strong> is responsible for assisting with management and operation of clinic. This position assumes full responsibility for the dialysis clinic in the absence of the Administrator.</p><p><strong>Growth:</strong></p><ul><li> Assist with clinical and operational processes to improve patient health and minimize hospitalizations and missed treatments.</li><li> Assist with planning/coordinating patient scheduling to assure timely acceptance of patients and effective staffing levels.</li><li> Demonstrate effective use of supplies and staff labor hours. </li><li> Responsible for updating all logs and ensuring that dialysis run sheets and logs are sent to billing.</li><li> Perform duties as assigned to meet the patient care or operational needs of the clinic.</li></ul><p><strong>Outcomes:</strong></p><ul><li> Coordinate the functions of all departments and develop standards and methods of measuring patient care services, including a chronological record of services provided to patients as required by the ESRD Network Coordinating Council and Medicare.</li><li> Work with Administrator to maintain chronological, thorough, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician, and other healthcare professionals.</li><li> Promote quality management program through education and involvement of staff and patients in outcomes as well as overall responsibility to achieve corporate goals for quality.</li><li> Assist with program's target goals for patient outcomes in accordance with quality patient care and Company goals.</li><li> Review all incident reports; make recommendations and take action relative to incidents as appropriate; report at monthly QAPI meeting as delegated by Administrator or Management.</li></ul><p><strong>Operational Readiness:</strong></p><ul><li> Knowledge of and remain current with federal, state, local laws and regulations, including health care professionals practice act requirements. </li><li> Work with Administrator to assure clinic is in compliance with all applicable federal, state, and local laws and regulations.</li><li> Assist Administrator with development, implementation and follow up of Corrective Action Plans required for internal and external surveys. </li><li> May assume Charge Nurse's responsibilities as needed.</li><li> May fulfill responsibility of facility Alternate CEO as delegated by Governing Body. </li><li> Conduct and/or participate in both formal and informal meetings with the governing body, Regional Director, Medical Director and the staff as delegated. Assure that appropriate staff meetings, in-service education meetings, and team patient care planning meetings are held monthly as delegated. Assure that Quality Assessment &amp; Performance Improvement Program is current at all times as delegated.</li><li> Establish, maintain, and submit all required records and reports concerning staff, patients, and the operational affairs of the center if delegated by Administrator.</li><li> Continuously monitor to ensure that a safe and sanitary physical environment is maintained throughout the facility; that all equipment is maintained and functions properly; and that adequate and appropriate inventory levels of all supplies are available and used correctly.</li><li> Oversee the maintenance of equipment and supplies to meet current laws and regulations.</li><li> Responds to all emergencies in clinic. Familiar with emergency equipment and all emergency operational procedures.</li><li> Supervise the maintenance of equipment, building areas occupied by the center and other property belonging to the center.</li></ul><p><strong>Partnerships:</strong></p><ul><li> Maintain collaborative working relationship with Medical Director and physicians.</li><li> Establish and maintain a positive relationship with all Administrators, area hospitals, agencies, vendors and the community.</li><li> Actively promote GUEST customer service standards; develop effective relationships at all levels of the organization.</li><li> Respond effectively to inquiries or complaints.</li></ul><p><strong>Staff Development: </strong></p><ul><li> Ensure all staff meet required qualifications for position held and perform duties within limitations established by and in accordance with company policy/procedures, health care professionals practice acts, applicable state and federal laws and regulations.</li><li> Serves as a resource/subject matter expert for patient needs and concerns, staff education and in-service sessions as necessary.</li><li> Assists with recruitment, training, development, and supervision of all personnel.</li><li> Assists with maintaining effective personnel management and employee relations, including evaluating the performance of all personnel and counseling employees.</li><li> Uphold management goals of corporation by leading staff in team concepts and promoting a team effort.</li><li> Effectively communicate expectations; accept accountability and hold others accountable for performance.</li></ul><br>

U.S. Renal Care

Dialysis Clinical Coordinator

<h3>Job Description:</h3><p><strong>Manager- Grant Operations</strong></p><p><strong>The Role </strong></p><p>Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services to the largest donor advised fund in the world, Fidelity Charitable. Service Delivery &amp; Operations supports money movement, client interactions as well as various oversight functions that enables our donors, advisors and nonprofit organizations accomplish their goals. As part of operations, our job is to ensure that all the grants, contributions and money movement transactions are accounted for and accurately recorded.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong><strong>The Expertise and Skills you bring </strong></strong></h3><ul><li>Bachelor’s degree required with at least 5 years of relevant work experience.</li><li>Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.</li><li>Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations.</li><li>Ability to lead, manage, and mentor a team in a dynamic environment</li></ul><ul><li>Effective verbal/written communication skills to influence, build consensus and integrate complex information;</li><li>Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.</li><li>Ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently.</li><li>Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands.</li><li>Lead quality and timely work to meet the needs of a wide range of donors, advisors and nonprofit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues.</li><li>Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity.<br> </li></ul><h3><strong><strong>The Team</strong></strong></h3><p>We have several small teams in our division. Each team focuses on a different part of the operations, such as money in, money out and contributions. The Operations teams work every day with donors/advisors and nonprofit organizations across the country and in some instances across the globe. Each team is a different entry point into the world of philanthropy. These teams are complementary working together to resolve complex operations problems.</p><p><strong>Company Overview</strong></p><p>Fidelity Charitable is a 501(c)(3) public charity. We help donors maximize their generosity through our donor-advised fund, called the Giving Account. Established in 1991, we are the nation’s top grant maker, distributing $14.9 billion to charities in 2024.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Manager- Grant Operations

<br><h4>Description</h4><p>As a Senior Business Analyst, you will join a team of passionate Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad.</p><h4>The <strong>Expertise</strong> and Skills</h4><ul><li>Education </li><li>BS or BA Required </li><li>Experience: </li><li>5 – 7 years of Business Analysis experience required </li><li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li><li>The ability to critically analyze sophisticated business requirements/product issues </li><li>Demonstrable understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories </li><li>Ability to function at a high level in an exciting Agile work environment </li><li>Deep technical skills and an ability to apply them in an analytical process </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure </li><li>Advanced skills in MS Word, MS Excel, and MS Access </li></ul><h4>The <strong>Value</strong> You Deliver</h4><ul><li>Partner with the Scrum Leader/Squad Leader to understand the goals and the work for each sprint </li><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities </li><li>Perform root cause analysis when issues arise before and after code migrations </li><li>Assist with training, mentoring and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad </li></ul><br>

Fidelity TalentSource

Business Analyst

<h3>Job Description:</h3><p>Do you want to join a team committed to developing and supporting Archer, which is our next generation governance, risk, and compliance (GRC) platform? Corporate Risk is seeking a passionate and hardworking professional to join the team! You will be accountable for maintaining GRC platform as well as responsible for managing a dedicated team of Risk Professionals/Business Analysts supporting the implementation and adoption of this GRC platform to a broad set of businesses across Fidelity.</p><p>The ability to build effective working relationships with business leaders to champion support of the GRC platform implementation, enhancements and related initiatives, strong influence and change management skills are key elements to success in the position. You will personify the Fidelity Leadership Principle Thinks and Works across Fidelity by collaborating with multiple BUs, Risk and Compliance groups.</p><p><strong>Vice President, Risk</strong></p><p>We are in our journey to continue to develop and mature a next generation, best in class, GRC platform to facilitate risk and compliance business process, data storage, analytics, and reporting. This position is accountable for maintaining relationships with business experts, leading the timely execution of various enhancements to existing use cases, and facilitating the ongoing system maintenance.</p><p><strong>The Expertise You Have</strong></p><ul><li>Risk and/or compliance management experience for large financial organizations</li><li>Ideally 12+ years of experience using, implementing and managing Archer or other large GRC platforms in a financial services environment</li><li>Managed large risk/compliance transformation or technology enablement programs</li><li>Bachelors’ Degree or equivalent</li><li>Strong problem solving, analytical, and project management skills</li><li>Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners</li><li>Demonstrated ability as an effective people manager</li><li>Thrive in a dynamic organization where priorities shift to respond to business</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have in-depth knowledge and expertise of Archer or other large GRC platform</li><li>You are accountable for delivering high quality results in an accurate and timely manner</li><li>You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes</li><li>You are an excellent communicator with strong executive presence</li><li>You have strong influence and negotiation skills</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Manage the full lifecycle of application development (e.g., requirements gathering, testing, data conversion) while providing Archer product/business process expertise to ensure long-term program success</li><li>Manage a process to facilitate the ongoing maintenance (e.g., enhancements, problems)</li><li>Provide ongoing Archer expertise and support</li><li>Lead and provide guidance to the business analysts on the team</li><li>Drive continuous improvement of users GRC experience, configuration, effective risk lifecycle management and business process engineering efforts</li><li>Play an impactful role as part of the risk management organization</li></ul>The base salary range for this position is $123,000-$207,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Vice President, Risk

<h3>Job Description:</h3><p>Stock Plan Services is looking for interested applicants who are fluent in Japanese to join the team.</p><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class platform. We empower professional growth, flexibility and support a culture of diversity and inclusion along with work life balance. This brings a feeling of togetherness in the Fidelity family that enables long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Customer service experience</li><li>Proficiency in Japanese as well as strong English skills</li><li>FINRA Series 7 and 63 preferred, OR ability to acquire upon hire (paid training &amp; support provided)</li><li>Ability to work overnight schedule to meet the needs of our Asia based participants </li></ul><p><strong>The Purpose of Your Role</strong></p><p>As an associate in Stock Plan Services, you will partner with Fidelity Workplace Investing to service our participants at the highest level possible. As a multilingual Stock Plan Associate you will be expected to provide live language support to our international participants in Japanese as well as in English.</p><p><strong>The Skills You Bring</strong></p><ul><li>Your keen interest in the financial services market, economy and industry trends</li><li>You have robust influencing, consulting, and communication skills</li><li>Your experience delivering outstanding customer service in a metric-oriented environment</li><li>You thrive in a fast paced, challenging, and evolving team-oriented environment</li><li>You have a strong aptitude for embracing new technology and the ability to simultaneously leverage multiple systems and resources to find the answers you need</li><li>You have a desire to coach fellow associates on call quality in Japanese.</li><li>You are capable at managing risk in a foreign language, including monitoring peer calls for compliance with industry standards.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Engaging with customers while providing outstanding service when they call in to our regional center.</li><li>Responding to inquiries and requests for information and assistance with their stock plan accounts. This includes the description of account features, communicating account balances, and executing efficient and accurate trades.</li><li>Partnering with other business units and roles within the organization to help with additional customer needs and ensuring continuous process improvements.</li><li>Educating and empowering our customers through insightful conversations while leveraging online resources to discuss Fidelity’s wide range of products and services.</li><li>Partnering with our participants to help them achieve their financial dreams.</li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Our associates engage with employees of companies that have received deferred compensation. You will be educating stock plan participants on all aspects of their compensation and awards along with completing trading and service needs. Our ability to make a difference with participants is the hallmark of SPS and a competitive advantage for Fidelity in the marketplace.</p><p>Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.</p>The base salary range for this position is $46,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service

Japanese speaking - Stock Plan Services Associate

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40-50 client relationships that may range $10 – 20M+ in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.</p><h3><strong>The Role</strong></h3><p>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~25% of travel.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li> Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s “trusted advisor” in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Building and developing strong working relationships internally.</li></ul><h3><strong>The Team</strong></h3><p>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p>The SVP, Managing Director (MD) is entrusted with a client book of business including some or all defined contribution (401k), defined benefit (pension), health/welfare administration, and other related products and services. Primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors and other Employee Benefits leader contacts. Focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Ensure client happiness by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><p><strong>The Expertise and Skills You Have</strong></p><ul><li>College degree preferred and/or equivalent work-related experience.</li><li>Series 7 &amp; 63 must be obtained post hire.</li><li>10+ years of benefits outsourcing relationship management or client service experience; preferably within 401(k) &amp; non- qualified plan administration, Pension administration, Equity Plan services, Health/Welfare administration, and more.</li><li>Validated relationship management experience: you have excellent verbal and written communication skills.</li><li>Possess excellent organization, time leadership skills, and attention to detail.</li><li>Tried problem-solving skills in sophisticated situations.</li><li>Effective presentation skills, influence and negotiation skills, and ability to deliver solutions to a variety of audiences &amp; levels is key.</li><li>Developing, leading and maintaining strong client relationships, including at senior/executive levels.</li><li>Building positive relationships based on shared dedication to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the overall client relationship. Acts as the client’s 'trusted advisor'.</li><li>Builds client relationship to the highest level of decision makers.</li><li>Plans and conducts effective in-person and/or virtual meetings.</li><li>Makes detailed plans and preparations for client meetings.</li><li>Accurately plans, influences, and implements Fidelity solutions to address a client’s needs.</li><li>Differentiates Fidelity's benefits offerings against a competitive benefit solution(s).</li><li>Facilitates discussions with clients regarding legal, regulatory and design issues across the plan(s) and relationship.</li><li>Coordinates internal resources to provide analysis and recommendations to clients on a variety of alternatives, including design, product development, etc</li><li>Identifies key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Works closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Owns the client relationships for which they are accountable, which includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for a Book of Business with supporting functions (various extended service team members) providing outcomes as a collective service team in support of the client and their employees.</li><li>Building and developing strong internal working relationships with Fidelity personnel in support of superior service delivery.</li></ul><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

SVP Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>The Role</h3><p>Come join the Workplace Investing Scrum Master Chapter!</p><p>As a Lead Scrum Master/Scrum of Scrums Master, you blend deep scrum expertise with a passion for mentoring, coaching, and continuous improvement. As part of highly collaborative agile team(s), you will advise, mentor, coach and train on performance against agile values, practices, metrics, and processes to accelerate value delivery. In partnership with the Product Owner, you will maintain a backlog, help to remove impediments, and ensure effective agile events. You will have responsibility for release management coordination and participate in scaling events activities as you manage interdependencies across squads and product areas. You will examine and drive team performance through metrics and find opportunities for the squad to fully realize the benefits of working in an agile structure. You will support the squad by engaging with all team members and product area leadership to reinforce and embed an agile approach and principles into the day-to-day work. This role often requires coordinating the efforts of multiple systems teams to deliver a seamlessly integrated solution to our customers.</p><ul><li>Working collaboratively with Workplace Investing product partners and Chapter Leaders to enable delivery of the squad's mission through well-executed sprints</li><li>Accelerating overall squad performance, efficiency and value delivered by engaging within and across squads to find opportunities to improve agile maturity and metrics, and providing coaching, training and resources</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</li><li>Managing, coordinating logistics for and participating in agile events (e.g., backlog prioritization, sprint planning, daily meetings, retrospectives and as appropriate, scaled events including scrum of scrums)</li><li>Partnering with Squad Leaders, Chapter Leaders, Product Area Leaders and other leaders to provide insight to assist with decisions that impact their own domain and potentially across domains</li><li>Supporting adoption, and consistent use of enabling tools (e.g., Jira, Jira Align, Miro, MS Teams, and other agile tools)</li><li>Organizing and presenting ideas and information logically and concisely to a variety of audiences, including both technical and non-technical individuals</li><li>Working closely with the Product Owner to plan and execute on the highest priority work as per the product roadmap</li><li>Handling multiple, competing priorities simultaneously</li><li>Coaching and mentoring complex squads, regardless of size.</li><li>Participating in a community of practice and providing scrum knowledge to members of your product area and identifying opportunities for continuous improvement within the product area</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Strong understanding of and experience with standard and scaled scrum practices, processes, and artifacts</li><li>Advanced Jira experience and knowledge of agile practices (Kanban, Lean)</li><li>Bachelor’s degree/undergraduate degree/equivalent required</li><li>7+ years of experience in leadership role in Agile environment</li><li>Sophisticated Certified Scrum Master (ACSM preferred)</li><li>Certified Scrum@Scale Practitioner preferred</li><li>You possess excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization</li><li>You are a proven change agent capable of coaching agile practices to teams and individuals from across different functions, experiences, and geographies as they work through new and unfamiliar situations</li><li>You are an effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value delivery</li><li>You are intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</li><li>Ability to influence behavior without having organizational hierarchy</li><li>Proven ability to manage partner relationships and be able to coordinate across multiple teams</li><li>Encouraging Agile behaviors, reinforcing practices, norms, events, and supporting the overall performance and efficiency</li><li>Identifying squad and product area improvement opportunities and support continuous improvement</li><li>Effective execution of scrum events and scaled agile events and provides guidance on process, practices, and tools, with responsibility for communication for assigned squads and across domain/BUs</li><li>Coaching, mentoring, and onboarding other squads within and outside of their domain/BU</li><li>Driving a reciprocal and encouraging team culture through team building and engagement practices</li><li>Working across multiple teams to drive coordination, dependency management and value delivery of initiatives</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3><h3>The Team</h3><p>The Workplace Investing Scrum Master Chapter is committed to coaching, developing, and empowering Scrum Masters to lead development teams that embrace the agile mindset. We have established a learning culture that amplifies best practices, delivers consistent, predictable, and impactful results, celebrates diversity and inclusion, creates a safe and respectful environment, and provides career guidance and mobility opportunities for Scrum Masters. We build trusted, collaborative relationships with our product and technology partners across Fidelity and embrace customer-focused methodologies that enable innovation and drive valuable product delivery.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Scrum of Scrums  Master - Workplace Investing

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also complete the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language.</p><ul><li><p>Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.</p></li><li><p>Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.</p></li><li><p>Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement</p></li><li><p>Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.</p></li><li><p>Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.</p></li><li><p>Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).</p></li><li><p>Sign documents on behalf of FMTC and Fidelity Workplace Services.</p></li><li><p>Participate in process improvement and companywide initiatives.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Previous Defined Contribution retirement plan experience preferred.</p></li><li><p>Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.</p></li><li><p>College Degree or equivalent experience preferred.</p></li><li><p>CPA, CEBS, ERPA or ASPPA designation(s), a plus.</p></li><li><p>Strong contract negotiation skills: ability to articulate a point of view in a compelling &amp; succinct manner</p></li><li><p>Excellent written and verbal communication skills</p></li><li><p>Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC</p></li><li><p>Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion</p></li><li><p>Demonstrated problem solving and client management abilities</p></li><li><p>Possess the ability to apply learning and comprehend and explain technical concepts</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong><strong>The Team</strong></strong></p><p>We are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

58 Project Management / Professional Services Jobs in Westlake, TX, USA