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Job Title Special Events Coordinator Requisition Number RE49606 Working Title College of Social Work Event and Meeting Coordinator Department Name 8T110:College of Social Work Work Location Lexington, KY Grade Level 43 Salary Range $19.18-30.68/hour Type of Position Staff Position Time Status Full-Time Required Education BA Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 3 yrs Required License/Registration/Certification None. Physical Requirements Ability to lift, push, and pull objects up to 25 lbs, sitting or standing for long periods of time, and repetitive motion. Shift Monday – Friday; 8:00 am-5:00 pm; and some evening and weekend work is required. Job Summary The College of Social Work is seeking an Event and Meeting Coordinator. This position supports faculty and staff by coordinating the logistical aspects of events (i.e., conferences, meetings, trainings). Logistical coordination includes lodging, meals, presenters, equipment, materials, and registration fees. The Event and Meeting Coordinator will identify the appropriate venues and/or vendors for events and negotiate contracts and rate agreements in accordance with budget parameters. Professionalism is essential in this position. The Event and Meeting Coordinator provides on-site coordination for events, troubleshoot issues as they arise, manages participant/lodging lists, transports materials, and maintains event related records in accordance with University, department, and sponsor guidelines. Event responsibilities also include reviewing event related invoices for accuracy, submitting necessary items for payment processing, conducting site visits, and ongoing venue monitoring and evaluations. IEBC (Internal Employee Being Considered). Skills / Knowledge / Abilities Time management, attention to detail, written/oral communication, contract negotiation, interpersonal skills, Microsoft Office, organization, public relations, initiative, professionalism Travel will be required Does this position have supervisory responsibilities? No Preferred Education/Experience Driver’s license preferred. Deadline to Apply 03/24/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Special Events Coordinator

<h3>Job Description:</h3>This job requires you to live in the Seattle, WA area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $78,000 - $115,000 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>Sales

Fidelity Investments

Workplace Financial Consultant - Seattle, WA

<h3>Job Description:</h3>Job TitleIT Audit Manager The Role Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li></ul><ul><li>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li></ul><ul><li>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </li></ul><ul><li>5-7 years of experience in performing and leading complex information technology audits, preferably financial services. </li></ul><ul><li>Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </li></ul><ul><li>Knowledge of authentication, authorization, and credential management. </li></ul><ul><li>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </li></ul><ul><li>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Curiosity and hunger to learn. </li></ul>The Team The IT Audit Manager will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul>The base salary range for this position is $76,000-$144,000 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.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.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><h3>Category:</h3>Audit

IT Audit Manager

<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 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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 Services Representative - Farmington Hills, MI

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.The base salary range for this position is $115,000 - $200,000 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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Wealth Planner - Colorado Springs, CO

<h3>Job Description:</h3>Stock Plan Services is looking for interested applicants who are fluent in English and proficient in Mandarin to join our team in Kronberg, Germany. Naturally, you would already be in possession of a valid working permit for Germany to be considered.Are you an excellent communicator with an outgoing personality who enjoys helping others? Do you want to be part of a dynamic, growing team of international, multi-lingual stock plan experts and be a contributor to our global expansion? Then join the industry leader in stock plan service administration and play a vital role in delivering outstanding participants' experience!Be part of a global company 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.Stock Plan Services (SPS) is a part of Fidelity Management &amp; Research (FMR) Workplace Investing business, providing equity compensation administration services to over 800 multinational corporations. Within those corporations, equity compensation plans are managed and serviced for over 2.8 million employee participants. More than 750,000 of these employees are based outside of the US, receiving administrative support and retail brokerage services from our SPS Center in Kronberg, Germany.What We Offer<ul><li>Competitive salary plus performance-based bonus</li><li>Dynamic Working - a hybrid work model offering with a requirement to work onsite at a Fidelity work location for at least one week per month. These requirements are subject to change.</li><li>A fully equipped welcome package with everything you need to work from home</li><li>An amazing office set amongst the tranquil Taunus Forest</li><li>On-site, subsidized staff restaurant</li><li>Free onsite parking</li><li>Use of private company sports gym</li><li>Free private bus shuttle between the office and Kronberg train station</li><li>Fidelity Employee Pension Plan</li><li>Capital Accumulation Benefits (VWL)</li></ul>Your Role <ul><li>Provide multilingual telephone support to international SPS participants with a variety of plan administration requests and queries</li><li>Provide plan education such as Equity Award, Stock Options, Restricted Stock Units/Awards and Employee Stock Purchase Plan (ESPP) to participants</li><li>Support with website navigation</li><li>Participant account maintenance (address changes, PIN resets, etc.)</li><li>Actively improve processes for you and your team</li></ul>The Skills You Bring <ul><li>Multilingual skills with proficiency in Mandarin as well as being fluent in English (level C1/2, TOEFL 95+ or equivalent)</li><li>Proven customer service, client support and problem resolution skills (preferably in a Call Center metric-oriented environment)</li><li>Financial qualifications or background preferred</li><li>You have robust communication skills</li><li>Comprehensive understanding/interest in the financial services market, economy, and industry trends</li><li>You are an engaging teammate with superior interpersonal skills and a strong ability to empathize with others</li><li>You thrive in a fast paced, ambitious, and evolving team-oriented environment</li><li>You enjoy solving problems and have a keen eye for details</li></ul>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsFidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">fidelitycareers.com</a>.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Customer Service Representative - English + Mandarin (m/w/d)

<h3>Job Description:</h3>The RoleThe Plynk technology team within the Fidelity Brokerage Technology organization is looking for an energetic Lead Business Analyst who blends knowledge of the brokerage domain with a passion for designing best in class solutions. You will be part of a highly dynamic team that builds and supports a wide array of best-in-class products. Our engineering team is innovative, diverse, passionate and hard-working.As a business analyst, your primary role will be to ensure smooth delivery of features and enhancements in the Plynk mobile app by analyzing complex business requirements and coordinating with team members and collaborators alike. You are expected to quickly gain an understanding of all the components of Plynk to be able to contribute to strategic roadmaps and initiatives related to the development, enhancement, maintenance, and support of the product.<h3>The Expertise and Skills You Bring </h3><ul><li>2+ years of experience as an analyst in the brokerage finance domain. Experience in brokerage platform solutions preferred</li><li>Strong written and verbal communication skills</li><li>Understand and evaluate business requirements, identify gaps, analyze existing platform capabilities, and come up with a plan for implementation.</li><li>Document results of analysis and share with both internal and external customers as needed.</li><li>Lead multiple development work streams as follows:</li><li>Be the go-to person for any questions related to business requirements. Collaborate with developers and QA on a day-to-day basis.</li><li>Pursue dependencies / enhancement requests with other teams/partners so that they are addressed in a timely manner. Understand the right collaborators to be contacted, set up and chair meetings to clearly articulate requirements and set expectations, then follow up through to closure.</li><li>Determine the best way to split development work in the form of Jira stories. Create high-quality Jira stories by adhering to Agile practices. Drive refinement sessions.</li><li>Ability to give high-impact presentations and demos to senior management, and representing the team at important forums in the organization</li><li>Strong collaborator management skills: should be able to manage expectations of and set expectations with multiple senior partners and coordinate with multiple teams engaged on the project</li><li>Basic understanding of APIs. Should be able to analyze APIs via Postman / equivalent API testing tool, and share findings.</li><li>Coordinate with partners from the Plynk product team, LRC team, API producer teams and any other teams on whom the Plynk team partners with.</li><li>Identify creative solutions to business problems; conduct secondary research and prepare proposals in the form of Powerpoint presentations / other documentation.</li><li>Create high-impact presentations and give presentations/demos to senior management.</li><li>Align with the leadership’s vision for the products and ensure that day-to-day tactical requests don’t compromise that vision.</li><li>Proactively lead process improvement initiatives.</li><li>Provide inputs for competitor research of other brokerage apps and research on fintech trends.</li><li>Coordinate regulatory review process for new features; partnering with legal, risk and compliance to gather feedback, reduce risk and document the experience.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>Plynk is a mobile brokerage app intended to make investing easy, welcoming, and empowering for novice investors to just get started and keep going. Our objective is to build an innovative app that powers the world’s most intuitive investing process. Plynk will help the organization generate new revenue streams and acquire new customers in an increasingly competitive market.The base salary range for this position is $52,000-$83,000 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.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.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><h3>Category:</h3>Business Analysis

Business Analyst - Plynk Technology

<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 – FINRA<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’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 Services Representative - Cranberry Township, PA

<h3>Job Description:</h3>VP, Data Partnerships, Employer Benefits EcosystemThe RoleFidelity’s Workplace Investing (WI) business unit help employers offer successful benefit programs to improve their employees’ overall well-being. WI offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and an engaging employee experience. WI is the market leader with ~35% market share serving ~29K employer clients &amp; ~46M employees and administrating ~$4T in assets.Establishing strong data integration between Fidelity’s employer benefits offerings (e.g., 401(k)s, Stock Plan Services, emerging benefits) and other employer benefits providers (e.g., payroll/HR providers) is a strategic priority for Fidelity’s Workplace Investing (WI) business unit. This will simplify the customer experience, reduce complexity, allow for a multi-product integrated experience, reduce costs/risks, and improve market competitiveness.The VP of Data Partnerships will be responsible for establishing &amp; developing partnerships with various employer benefits providers, especially payroll/HR providers, around data exchange &amp; integration (e.g., API based integration, establishing data formats &amp; standards), in a multi-product &amp; multi-benefits manner. He/she will be responsible for identifying, fostering, developing, and finalizing business and data integration agreements. In addition, he/she will partner closely with client facing teams (sales, relationship management, and operations), clients, and product/technology teams to highlight and discuss data integration capabilities and data partnerships as appropriate.This role will be part of the Data In Product Area and Data Domain within WI. They will report to the Data In Product Area Leader, partner closely with Data product/tech leaders, leaders within other product areas, sales, relationship management, and operations. The technical execution of the integration will be performed by appropriate products/technology teams within Data In Product Area and/or WI.The Expertise You Bring<ul><li>Bachelor’s degree required; MBA preferred but not required</li><li>10 + years of combined experience in product partnerships, business development, sales, relationship management, product management, and/or contract negotiations.</li><li>Familiarity with data integration &amp; technology (e.g., APIs, data exchange technology, future technology direction)</li><li>Experience in financial services, employer benefits ecosystem, retirement industry, and payroll/HR industry is a plus</li><li>Strong communication, presentation and collaboration experience with clients, external partners, cross-company stakeholders and business partners</li></ul>The Skills You Bring<ul><li>Ability to establish &amp; develop partnerships with external providers</li><li>Ability to be at the intersection of partnerships, product &amp; technology</li><li>Strategic thinking</li><li>Ability &amp; willingness to hustle &amp; make things happen</li><li>Ability to understand &amp; communicate technical concepts, especially around data integration, to a broad range of external partners and internal business stakeholders</li><li>Exhibit strong cross-functional leadership and collaboration skills to navigate a multi-stakeholder environment with a range of priorities and perspectives</li><li>Comfortable leading, advising, and collaborating with stakeholders &amp; associates without formal management</li></ul>Specific job responsibilities include:<ul><li>Establish &amp; develop partnerships with employer benefits providers (e.g., payroll/HR providers), especially around data exchange &amp; integration (e.g., API based integration, establishing data formats &amp; standards), in a multi-product &amp; multi-benefits manner</li><li>Partner with WI and Fidelity’s product/technology leaders/teams, and client facing functions such as sales, relationship management, and operations to align partnership development with WI’s business/product strategy and delivery/operational plans.</li><li>Negotiate and sign partnership agreements in collaboration with above functions and vendor management.</li></ul><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.

Vice President, Data Partnerships, Employer Benefits Ecosystem

<h3>Job Description:</h3>Job Description:This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your region. Focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.Candidate can be based Remote NationallyThe TeamFidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.The Expertise You Have<ul><li>Experience in a business development or sales role</li><li>Understanding of Advisor value proposition and experience</li><li>Track record of running successful initiatives and projects</li><li>Passion for relationship building and partnering</li><li>Curious mind-set combined with a dynamic and flexible operating style</li><li>Project organization, management, and deployment</li><li>Series 7 &amp; 63 licenses need to be acquired upon accepting the role</li><li>Previous experience and knowledge of the retirement benefits landscape are must-haves</li></ul>The Skills You Bring<ul><li>Excellent listening &amp; communication / story-telling skills that develop trust with Advisors, clients, and business partners</li><li>External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions</li><li>Creative problem solving with an ability to combine analytical and critical thinking</li><li>Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities</li><li>Curiosity about people, business, economics, and our product solutions</li></ul>The Value You Deliver<ul><li>Develop an Advisor network focused on growing and better servicing clients with Fidelity</li><li>Create Advisor centric sales strategies with selling teams</li><li>Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions</li><li>Support selling teams to deliver best in class sales meetings with Advisors</li><li>Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system</li><li>Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts</li><li>Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners</li><li>Contribute to product development and process improvement efforts</li><li>Other duties as assigned</li></ul>The base salary range for this position is $55,000 - $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 63 - FINRA<h3>Category:</h3>Sales

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