Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/29/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: 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 & 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. 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. 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. 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. Advantages of our career development experience 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. 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. 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. 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. The expertise we're looking for High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our 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 Certifications: Series 07 - FINRA, Series 66 - FINRA 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Financial Analyst, Bilingual Customer Service , and Senior Accountant and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: 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 & 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. 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. 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. 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. Advantages of our career development experience 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. 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. 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. 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. The expertise we're looking for High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our 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 Certifications: Series 07 - FINRA, Series 66 - FINRA 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Financial Analyst, Bilingual Customer Service , and Senior Accountant and others in the Accounting and Finance to apply.
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Senior Accountant, Accountant, and Financial Analyst and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Senior Accountant, Accountant, and Financial Analyst and others in the Accounting and Finance to apply.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! Responsible for developing, implementing, and maintaining quality assurance/control programs which ensure policies, processes, and procedures are driven consistently, align with internal objectives, and follow external regulations. Implements and delivers results of quality assurance assessments, initiatives, and studies to collaborators and recommends and develops action plans for success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity As a Fraud Member Resolution Escalation Team Senior, you will work under minimal direction and serve as an informal subject matter resource for identifying fraud trends, vulnerabilities, and opportunities to proactively address member difficulties, improve fraud resolution policies, procedures, and processes to mitigate risk and protect USAA's brand and reputation. You will apply deep product and system knowledge to conduct highly sophisticated fraud reviews across and responses to consumer and regulatory complaints, media inquiries, and litigation requests across multiple bank or investment products, payment types, and fraud categories. You will be required to develop accurate, compliant, and consistent documentary evidence to support fraud review decisions provided to members, senior leaders, and regulatory agencies. Your detailed review and research will support fraud operations and alleviate negative impacts to members and USAA by demonstrating a data driven approach in decision making and managing fraud risk. You will champion a culture of passionate member advocacy, process excellence, and risk management, while seeking opportunities to optimize fraud resolution processes and improve the member and employee experience. What you'll do: Identifies gaps and evaluates quality standards, measurements, and process improvements to ensure they are aligned with internal practices and regulatory requirements. Analyzes trends, identifies root cause of process gaps or issues and develops recommendations of key work products and participates in the delivery of results to leaders and collaborators. Performs independent assessments/audits to identify training needs and improvement opportunities for program effectiveness. Develops, recommends, and implements training programs, materials, and events to meet quality requirements, ensure compliance with legal standards, and align with CoSA and Enterprise strategy. Serves as a functional expert and coach to peers and team members and acts as a resource for intensified issues of an unusual nature. Develops, and recommends improvements and/or changes to Quality Management governance and control standards to include KPIs for reporting, actioning, and escalating to leadership. Assists with the development of the Quality automation and technology journey with key business partners. Supervises the sustainment of changes within the organization in compliance with USAA's Change Management methodology. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of fraud detection or investigations experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 or more years progressive operations or process experience in the financial services. 2 years of quality assurance/control, or quality improvement experience to include developing, implementing, and maintaining quality assurance/ control/testing programs. Intermediate knowledge of quality assurance analytical methods and tools. Demonstrates critical thinking, influences through subject matter expertise, provides root cause analysis for applicable business issues, and approaches work with a result and production-oriented attitude. Knowledge of federal laws, rules, regulations, and applicable guidance to include: UDAAP, TILA/REG Z, BSA/AML, Reg P, Reg E, Reg CC, OCC Heightened Standards. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience in/or supporting Fraud within a Financial Institution Advanced knowledge of fraud threat vectors, technologies, and effective mitigation tactics. Experience working with regulatory agencies and litigation requests. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $81,770 - $147,190. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! Responsible for developing, implementing, and maintaining quality assurance/control programs which ensure policies, processes, and procedures are driven consistently, align with internal objectives, and follow external regulations. Implements and delivers results of quality assurance assessments, initiatives, and studies to collaborators and recommends and develops action plans for success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity As a Fraud Member Resolution Escalation Team Senior, you will work under minimal direction and serve as an informal subject matter resource for identifying fraud trends, vulnerabilities, and opportunities to proactively address member difficulties, improve fraud resolution policies, procedures, and processes to mitigate risk and protect USAA's brand and reputation. You will apply deep product and system knowledge to conduct highly sophisticated fraud reviews across and responses to consumer and regulatory complaints, media inquiries, and litigation requests across multiple bank or investment products, payment types, and fraud categories. You will be required to develop accurate, compliant, and consistent documentary evidence to support fraud review decisions provided to members, senior leaders, and regulatory agencies. Your detailed review and research will support fraud operations and alleviate negative impacts to members and USAA by demonstrating a data driven approach in decision making and managing fraud risk. You will champion a culture of passionate member advocacy, process excellence, and risk management, while seeking opportunities to optimize fraud resolution processes and improve the member and employee experience. What you'll do: Identifies gaps and evaluates quality standards, measurements, and process improvements to ensure they are aligned with internal practices and regulatory requirements. Analyzes trends, identifies root cause of process gaps or issues and develops recommendations of key work products and participates in the delivery of results to leaders and collaborators. Performs independent assessments/audits to identify training needs and improvement opportunities for program effectiveness. Develops, recommends, and implements training programs, materials, and events to meet quality requirements, ensure compliance with legal standards, and align with CoSA and Enterprise strategy. Serves as a functional expert and coach to peers and team members and acts as a resource for intensified issues of an unusual nature. Develops, and recommends improvements and/or changes to Quality Management governance and control standards to include KPIs for reporting, actioning, and escalating to leadership. Assists with the development of the Quality automation and technology journey with key business partners. Supervises the sustainment of changes within the organization in compliance with USAA's Change Management methodology. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of fraud detection or investigations experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 or more years progressive operations or process experience in the financial services. 2 years of quality assurance/control, or quality improvement experience to include developing, implementing, and maintaining quality assurance/ control/testing programs. Intermediate knowledge of quality assurance analytical methods and tools. Demonstrates critical thinking, influences through subject matter expertise, provides root cause analysis for applicable business issues, and approaches work with a result and production-oriented attitude. Knowledge of federal laws, rules, regulations, and applicable guidance to include: UDAAP, TILA/REG Z, BSA/AML, Reg P, Reg E, Reg CC, OCC Heightened Standards. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience in/or supporting Fraud within a Financial Institution Advanced knowledge of fraud threat vectors, technologies, and effective mitigation tactics. Experience working with regulatory agencies and litigation requests. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $81,770 - $147,190. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Summary The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities Include Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. Partners with Relationship Managers to meet with current and prospective clients to understand the specific customer requirements and needs. Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. Answer client questions; ensure all data is accurate for loan underwriting. Analyze global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. Assist in the pricing and structure of new loans and renewals. Coordinates closing and booking events. Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). Performs all other duties as assigned Qualifications Include Bachelors Degree in business, accounting, or finance (Master's preferred) At least 7 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) Microsoft Office suite Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More Follow Us Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
03/28/2024
Full time
About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. Summary The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities Include Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. Partners with Relationship Managers to meet with current and prospective clients to understand the specific customer requirements and needs. Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. Answer client questions; ensure all data is accurate for loan underwriting. Analyze global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. Assist in the pricing and structure of new loans and renewals. Coordinates closing and booking events. Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). Performs all other duties as assigned Qualifications Include Bachelors Degree in business, accounting, or finance (Master's preferred) At least 7 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) Microsoft Office suite Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More Follow Us Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/28/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/28/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/28/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/28/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/28/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/28/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/28/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/28/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity 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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Opportunities at WellMed, part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind Caring. Connecting. Growing together. The Sr. Clinical Coding RN Nurse Consultant will drive consistent, efficient processes and share best practices in a collaborative effort with Providers and Market Team, designed to facilitate achievement of goals set for HCC Ratio, HCC Covered Ratio, and HCC Percent Covered. The Sr. Clinical Coding Nurse Consultant will drive Risk Adjustment improvement initiatives, develop recommendations for Risk Adjustment remediation plans and create tools and databases to capture relevant data for assigned markets to achieve corporate and market specific Risk Adjustment goals and initiatives. This position will work collaboratively with each regional / market team and their leadership in a matrix relationship. This position will provide direction and guidance to Medical Coding Analysts, as well as cross functional team members within their respective Markets pertaining to Risk Adjustment. Primary Responsibilities: Develop and implement market business plans to motivate providers to engage in improving Risk Adjustment metrics Provide analytical interpretation of Risk Adjustment reporting including, Executive Summaries, HCC Ratio, Disagree and Resolution rates, and FaxBack reporting to plan and provider groups Subject Matter Expert (SME) for all Risk Adjustment related activities within their assigned market(s) working within a matrix relationship which includes DataRAP operations and Regional / Market operations Assist in developing of training and analytical materials for Risk Adjustment Oversee DataRAP training and education delivery for Mega Groups via Provider education sessions and Physician Business Meetings / JOCs Lead Weekly, Monthly, Bi-monthly, Quarterly, and/or Annual Business Review meetings related to Risk Adjustment activities which summarize provider group performance and market performance as requested by or required by Market leadership Analyze and evaluate provider group structure and characteristics, provider group/provider office operations and personnel to identify the most effective approaches and strategies related to Risk Adjustment Analyze Provider and Group performance regarding Risk Adjustment and Focus on Care (FOC) to determine areas of focus or improvement opportunities Develop solution-based, user friendly initiatives to support practice success Oversee market specific chart retrieval and review of PCP, Hospital, and Specialist records Work with DataRAP Senior Leadership on identified special projects This is a Hybrid / Field Base position requiring travel in the Houston area You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree in Nursing (Associate Degree or Nursing Diploma from accredited nursing school with 2+ years of additional experience may be substituted in lieu of a bachelor's degree) Current unrestricted Texas RN license or compact license CPC certification or proof that certification has been obtained within 9 months from the American Academy of Professional Coders 5+ years of associated business experience with health care industry 1+ years of ICD-9, ICD10 coding experience Professional experience persuading changes in behavior Solid knowledge of the Medicare market, products and competitors Knowledge base of clinical standards of care and preventative health measures Knowledge of CMS HCC Model and Guidelines along with ICD 10 Guidelines Ability and willingness to travel (locally and non-locally) as determined by business needs Preferred Qualifications: Undergraduate degree Experience in managed care working with network and provider relations Additional Medical chart review experience Medical / clinical background highly desirable MS Office Suite, moderate to advanced Excel and PowerPoint skills Demonstrated ability to interact with medical staff, peers, and internal company staff at all levels Proven a bility to solve process problems crossing multiple functional areas and business units Proven solid presentation skills and relationship building skills with clinical / non-clinical personnel Proven s olid problem-solving skills; the ability to analyze problems, draw relevant conclusions and devise and implement an appropriate plan of action Proven g ood business acumen, especially as it relates to Medicare At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission . Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
03/28/2024
Full time
Opportunities at WellMed, part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind Caring. Connecting. Growing together. The Sr. Clinical Coding RN Nurse Consultant will drive consistent, efficient processes and share best practices in a collaborative effort with Providers and Market Team, designed to facilitate achievement of goals set for HCC Ratio, HCC Covered Ratio, and HCC Percent Covered. The Sr. Clinical Coding Nurse Consultant will drive Risk Adjustment improvement initiatives, develop recommendations for Risk Adjustment remediation plans and create tools and databases to capture relevant data for assigned markets to achieve corporate and market specific Risk Adjustment goals and initiatives. This position will work collaboratively with each regional / market team and their leadership in a matrix relationship. This position will provide direction and guidance to Medical Coding Analysts, as well as cross functional team members within their respective Markets pertaining to Risk Adjustment. Primary Responsibilities: Develop and implement market business plans to motivate providers to engage in improving Risk Adjustment metrics Provide analytical interpretation of Risk Adjustment reporting including, Executive Summaries, HCC Ratio, Disagree and Resolution rates, and FaxBack reporting to plan and provider groups Subject Matter Expert (SME) for all Risk Adjustment related activities within their assigned market(s) working within a matrix relationship which includes DataRAP operations and Regional / Market operations Assist in developing of training and analytical materials for Risk Adjustment Oversee DataRAP training and education delivery for Mega Groups via Provider education sessions and Physician Business Meetings / JOCs Lead Weekly, Monthly, Bi-monthly, Quarterly, and/or Annual Business Review meetings related to Risk Adjustment activities which summarize provider group performance and market performance as requested by or required by Market leadership Analyze and evaluate provider group structure and characteristics, provider group/provider office operations and personnel to identify the most effective approaches and strategies related to Risk Adjustment Analyze Provider and Group performance regarding Risk Adjustment and Focus on Care (FOC) to determine areas of focus or improvement opportunities Develop solution-based, user friendly initiatives to support practice success Oversee market specific chart retrieval and review of PCP, Hospital, and Specialist records Work with DataRAP Senior Leadership on identified special projects This is a Hybrid / Field Base position requiring travel in the Houston area You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree in Nursing (Associate Degree or Nursing Diploma from accredited nursing school with 2+ years of additional experience may be substituted in lieu of a bachelor's degree) Current unrestricted Texas RN license or compact license CPC certification or proof that certification has been obtained within 9 months from the American Academy of Professional Coders 5+ years of associated business experience with health care industry 1+ years of ICD-9, ICD10 coding experience Professional experience persuading changes in behavior Solid knowledge of the Medicare market, products and competitors Knowledge base of clinical standards of care and preventative health measures Knowledge of CMS HCC Model and Guidelines along with ICD 10 Guidelines Ability and willingness to travel (locally and non-locally) as determined by business needs Preferred Qualifications: Undergraduate degree Experience in managed care working with network and provider relations Additional Medical chart review experience Medical / clinical background highly desirable MS Office Suite, moderate to advanced Excel and PowerPoint skills Demonstrated ability to interact with medical staff, peers, and internal company staff at all levels Proven a bility to solve process problems crossing multiple functional areas and business units Proven solid presentation skills and relationship building skills with clinical / non-clinical personnel Proven s olid problem-solving skills; the ability to analyze problems, draw relevant conclusions and devise and implement an appropriate plan of action Proven g ood business acumen, especially as it relates to Medicare At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission . Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Opportunities at WellMed, part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind Caring. Connecting. Growing together. The Sr. Clinical Coding RN Nurse Consultant will drive consistent, efficient processes and share best practices in a collaborative effort with Providers and Market Team, designed to facilitate achievement of goals set for HCC Ratio, HCC Covered Ratio, and HCC Percent Covered. The Sr. Clinical Coding Nurse Consultant will drive Risk Adjustment improvement initiatives, develop recommendations for Risk Adjustment remediation plans and create tools and databases to capture relevant data for assigned markets to achieve corporate and market specific Risk Adjustment goals and initiatives. This position will work collaboratively with each regional / market team and their leadership in a matrix relationship. This position will provide direction and guidance to Medical Coding Analysts, as well as cross functional team members within their respective Markets pertaining to Risk Adjustment. Primary Responsibilities: Develop and implement market business plans to motivate providers to engage in improving Risk Adjustment metrics Provide analytical interpretation of Risk Adjustment reporting including, Executive Summaries, HCC Ratio, Disagree and Resolution rates, and FaxBack reporting to plan and provider groups Subject Matter Expert (SME) for all Risk Adjustment related activities within their assigned market(s) working within a matrix relationship which includes DataRAP operations and Regional / Market operations Assist in developing of training and analytical materials for Risk Adjustment Oversee DataRAP training and education delivery for Mega Groups via Provider education sessions and Physician Business Meetings / JOCs Lead Weekly, Monthly, Bi-monthly, Quarterly, and/or Annual Business Review meetings related to Risk Adjustment activities which summarize provider group performance and market performance as requested by or required by Market leadership Analyze and evaluate provider group structure and characteristics, provider group/provider office operations and personnel to identify the most effective approaches and strategies related to Risk Adjustment Analyze Provider and Group performance regarding Risk Adjustment and Focus on Care (FOC) to determine areas of focus or improvement opportunities Develop solution-based, user friendly initiatives to support practice success Oversee market specific chart retrieval and review of PCP, Hospital, and Specialist records Work with DataRAP Senior Leadership on identified special projects This is a Hybrid / Field Base position requiring travel in the Houston area You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree in Nursing (Associate Degree or Nursing Diploma from accredited nursing school with 2+ years of additional experience may be substituted in lieu of a bachelor's degree) Current unrestricted Texas RN license or compact license CPC certification or proof that certification has been obtained within 9 months from the American Academy of Professional Coders 5+ years of associated business experience with health care industry 1+ years of ICD-9, ICD10 coding experience Professional experience persuading changes in behavior Solid knowledge of the Medicare market, products and competitors Knowledge base of clinical standards of care and preventative health measures Knowledge of CMS HCC Model and Guidelines along with ICD 10 Guidelines Ability and willingness to travel (locally and non-locally) as determined by business needs Preferred Qualifications: Undergraduate degree Experience in managed care working with network and provider relations Additional Medical chart review experience Medical / clinical background highly desirable MS Office Suite, moderate to advanced Excel and PowerPoint skills Demonstrated ability to interact with medical staff, peers, and internal company staff at all levels Proven a bility to solve process problems crossing multiple functional areas and business units Proven solid presentation skills and relationship building skills with clinical / non-clinical personnel Proven s olid problem-solving skills; the ability to analyze problems, draw relevant conclusions and devise and implement an appropriate plan of action Proven g ood business acumen, especially as it relates to Medicare At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission . Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
03/28/2024
Full time
Opportunities at WellMed, part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind Caring. Connecting. Growing together. The Sr. Clinical Coding RN Nurse Consultant will drive consistent, efficient processes and share best practices in a collaborative effort with Providers and Market Team, designed to facilitate achievement of goals set for HCC Ratio, HCC Covered Ratio, and HCC Percent Covered. The Sr. Clinical Coding Nurse Consultant will drive Risk Adjustment improvement initiatives, develop recommendations for Risk Adjustment remediation plans and create tools and databases to capture relevant data for assigned markets to achieve corporate and market specific Risk Adjustment goals and initiatives. This position will work collaboratively with each regional / market team and their leadership in a matrix relationship. This position will provide direction and guidance to Medical Coding Analysts, as well as cross functional team members within their respective Markets pertaining to Risk Adjustment. Primary Responsibilities: Develop and implement market business plans to motivate providers to engage in improving Risk Adjustment metrics Provide analytical interpretation of Risk Adjustment reporting including, Executive Summaries, HCC Ratio, Disagree and Resolution rates, and FaxBack reporting to plan and provider groups Subject Matter Expert (SME) for all Risk Adjustment related activities within their assigned market(s) working within a matrix relationship which includes DataRAP operations and Regional / Market operations Assist in developing of training and analytical materials for Risk Adjustment Oversee DataRAP training and education delivery for Mega Groups via Provider education sessions and Physician Business Meetings / JOCs Lead Weekly, Monthly, Bi-monthly, Quarterly, and/or Annual Business Review meetings related to Risk Adjustment activities which summarize provider group performance and market performance as requested by or required by Market leadership Analyze and evaluate provider group structure and characteristics, provider group/provider office operations and personnel to identify the most effective approaches and strategies related to Risk Adjustment Analyze Provider and Group performance regarding Risk Adjustment and Focus on Care (FOC) to determine areas of focus or improvement opportunities Develop solution-based, user friendly initiatives to support practice success Oversee market specific chart retrieval and review of PCP, Hospital, and Specialist records Work with DataRAP Senior Leadership on identified special projects This is a Hybrid / Field Base position requiring travel in the Houston area You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree in Nursing (Associate Degree or Nursing Diploma from accredited nursing school with 2+ years of additional experience may be substituted in lieu of a bachelor's degree) Current unrestricted Texas RN license or compact license CPC certification or proof that certification has been obtained within 9 months from the American Academy of Professional Coders 5+ years of associated business experience with health care industry 1+ years of ICD-9, ICD10 coding experience Professional experience persuading changes in behavior Solid knowledge of the Medicare market, products and competitors Knowledge base of clinical standards of care and preventative health measures Knowledge of CMS HCC Model and Guidelines along with ICD 10 Guidelines Ability and willingness to travel (locally and non-locally) as determined by business needs Preferred Qualifications: Undergraduate degree Experience in managed care working with network and provider relations Additional Medical chart review experience Medical / clinical background highly desirable MS Office Suite, moderate to advanced Excel and PowerPoint skills Demonstrated ability to interact with medical staff, peers, and internal company staff at all levels Proven a bility to solve process problems crossing multiple functional areas and business units Proven solid presentation skills and relationship building skills with clinical / non-clinical personnel Proven s olid problem-solving skills; the ability to analyze problems, draw relevant conclusions and devise and implement an appropriate plan of action Proven g ood business acumen, especially as it relates to Medicare At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission . Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Opportunities at WellMed, part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind Caring. Connecting. Growing together. The Sr. Clinical Coding RN Nurse Consultant will drive consistent, efficient processes and share best practices in a collaborative effort with Providers and Market Team, designed to facilitate achievement of goals set for HCC Ratio, HCC Covered Ratio, and HCC Percent Covered. The Sr. Clinical Coding Nurse Consultant will drive Risk Adjustment improvement initiatives, develop recommendations for Risk Adjustment remediation plans and create tools and databases to capture relevant data for assigned markets to achieve corporate and market specific Risk Adjustment goals and initiatives. This position will work collaboratively with each regional / market team and their leadership in a matrix relationship. This position will provide direction and guidance to Medical Coding Analysts, as well as cross functional team members within their respective Markets pertaining to Risk Adjustment. Primary Responsibilities: Develop and implement market business plans to motivate providers to engage in improving Risk Adjustment metrics Provide analytical interpretation of Risk Adjustment reporting including, Executive Summaries, HCC Ratio, Disagree and Resolution rates, and FaxBack reporting to plan and provider groups Subject Matter Expert (SME) for all Risk Adjustment related activities within their assigned market(s) working within a matrix relationship which includes DataRAP operations and Regional / Market operations Assist in developing of training and analytical materials for Risk Adjustment Oversee DataRAP training and education delivery for Mega Groups via Provider education sessions and Physician Business Meetings / JOCs Lead Weekly, Monthly, Bi-monthly, Quarterly, and/or Annual Business Review meetings related to Risk Adjustment activities which summarize provider group performance and market performance as requested by or required by Market leadership Analyze and evaluate provider group structure and characteristics, provider group/provider office operations and personnel to identify the most effective approaches and strategies related to Risk Adjustment Analyze Provider and Group performance regarding Risk Adjustment and Focus on Care (FOC) to determine areas of focus or improvement opportunities Develop solution-based, user friendly initiatives to support practice success Oversee market specific chart retrieval and review of PCP, Hospital, and Specialist records Work with DataRAP Senior Leadership on identified special projects This is a Hybrid / Field Base position requiring travel in the Houston area You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree in Nursing (Associate Degree or Nursing Diploma from accredited nursing school with 2+ years of additional experience may be substituted in lieu of a bachelor's degree) Current unrestricted Texas RN license or compact license CPC certification or proof that certification has been obtained within 9 months from the American Academy of Professional Coders 5+ years of associated business experience with health care industry 1+ years of ICD-9, ICD10 coding experience Professional experience persuading changes in behavior Solid knowledge of the Medicare market, products and competitors Knowledge base of clinical standards of care and preventative health measures Knowledge of CMS HCC Model and Guidelines along with ICD 10 Guidelines Ability and willingness to travel (locally and non-locally) as determined by business needs Preferred Qualifications: Undergraduate degree Experience in managed care working with network and provider relations Additional Medical chart review experience Medical / clinical background highly desirable MS Office Suite, moderate to advanced Excel and PowerPoint skills Demonstrated ability to interact with medical staff, peers, and internal company staff at all levels Proven a bility to solve process problems crossing multiple functional areas and business units Proven solid presentation skills and relationship building skills with clinical / non-clinical personnel Proven s olid problem-solving skills; the ability to analyze problems, draw relevant conclusions and devise and implement an appropriate plan of action Proven g ood business acumen, especially as it relates to Medicare At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission . Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
03/28/2024
Full time
Opportunities at WellMed, part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind Caring. Connecting. Growing together. The Sr. Clinical Coding RN Nurse Consultant will drive consistent, efficient processes and share best practices in a collaborative effort with Providers and Market Team, designed to facilitate achievement of goals set for HCC Ratio, HCC Covered Ratio, and HCC Percent Covered. The Sr. Clinical Coding Nurse Consultant will drive Risk Adjustment improvement initiatives, develop recommendations for Risk Adjustment remediation plans and create tools and databases to capture relevant data for assigned markets to achieve corporate and market specific Risk Adjustment goals and initiatives. This position will work collaboratively with each regional / market team and their leadership in a matrix relationship. This position will provide direction and guidance to Medical Coding Analysts, as well as cross functional team members within their respective Markets pertaining to Risk Adjustment. Primary Responsibilities: Develop and implement market business plans to motivate providers to engage in improving Risk Adjustment metrics Provide analytical interpretation of Risk Adjustment reporting including, Executive Summaries, HCC Ratio, Disagree and Resolution rates, and FaxBack reporting to plan and provider groups Subject Matter Expert (SME) for all Risk Adjustment related activities within their assigned market(s) working within a matrix relationship which includes DataRAP operations and Regional / Market operations Assist in developing of training and analytical materials for Risk Adjustment Oversee DataRAP training and education delivery for Mega Groups via Provider education sessions and Physician Business Meetings / JOCs Lead Weekly, Monthly, Bi-monthly, Quarterly, and/or Annual Business Review meetings related to Risk Adjustment activities which summarize provider group performance and market performance as requested by or required by Market leadership Analyze and evaluate provider group structure and characteristics, provider group/provider office operations and personnel to identify the most effective approaches and strategies related to Risk Adjustment Analyze Provider and Group performance regarding Risk Adjustment and Focus on Care (FOC) to determine areas of focus or improvement opportunities Develop solution-based, user friendly initiatives to support practice success Oversee market specific chart retrieval and review of PCP, Hospital, and Specialist records Work with DataRAP Senior Leadership on identified special projects This is a Hybrid / Field Base position requiring travel in the Houston area You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree in Nursing (Associate Degree or Nursing Diploma from accredited nursing school with 2+ years of additional experience may be substituted in lieu of a bachelor's degree) Current unrestricted Texas RN license or compact license CPC certification or proof that certification has been obtained within 9 months from the American Academy of Professional Coders 5+ years of associated business experience with health care industry 1+ years of ICD-9, ICD10 coding experience Professional experience persuading changes in behavior Solid knowledge of the Medicare market, products and competitors Knowledge base of clinical standards of care and preventative health measures Knowledge of CMS HCC Model and Guidelines along with ICD 10 Guidelines Ability and willingness to travel (locally and non-locally) as determined by business needs Preferred Qualifications: Undergraduate degree Experience in managed care working with network and provider relations Additional Medical chart review experience Medical / clinical background highly desirable MS Office Suite, moderate to advanced Excel and PowerPoint skills Demonstrated ability to interact with medical staff, peers, and internal company staff at all levels Proven a bility to solve process problems crossing multiple functional areas and business units Proven solid presentation skills and relationship building skills with clinical / non-clinical personnel Proven s olid problem-solving skills; the ability to analyze problems, draw relevant conclusions and devise and implement an appropriate plan of action Proven g ood business acumen, especially as it relates to Medicare At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission . Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Opportunities at WellMed, part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind Caring. Connecting. Growing together. The Sr. Clinical Coding RN Nurse Consultant will drive consistent, efficient processes and share best practices in a collaborative effort with Providers and Market Team, designed to facilitate achievement of goals set for HCC Ratio, HCC Covered Ratio, and HCC Percent Covered. The Sr. Clinical Coding Nurse Consultant will drive Risk Adjustment improvement initiatives, develop recommendations for Risk Adjustment remediation plans and create tools and databases to capture relevant data for assigned markets to achieve corporate and market specific Risk Adjustment goals and initiatives. This position will work collaboratively with each regional / market team and their leadership in a matrix relationship. This position will provide direction and guidance to Medical Coding Analysts, as well as cross functional team members within their respective Markets pertaining to Risk Adjustment. Primary Responsibilities: Develop and implement market business plans to motivate providers to engage in improving Risk Adjustment metrics Provide analytical interpretation of Risk Adjustment reporting including, Executive Summaries, HCC Ratio, Disagree and Resolution rates, and FaxBack reporting to plan and provider groups Subject Matter Expert (SME) for all Risk Adjustment related activities within their assigned market(s) working within a matrix relationship which includes DataRAP operations and Regional / Market operations Assist in developing of training and analytical materials for Risk Adjustment Oversee DataRAP training and education delivery for Mega Groups via Provider education sessions and Physician Business Meetings / JOCs Lead Weekly, Monthly, Bi-monthly, Quarterly, and/or Annual Business Review meetings related to Risk Adjustment activities which summarize provider group performance and market performance as requested by or required by Market leadership Analyze and evaluate provider group structure and characteristics, provider group/provider office operations and personnel to identify the most effective approaches and strategies related to Risk Adjustment Analyze Provider and Group performance regarding Risk Adjustment and Focus on Care (FOC) to determine areas of focus or improvement opportunities Develop solution-based, user friendly initiatives to support practice success Oversee market specific chart retrieval and review of PCP, Hospital, and Specialist records Work with DataRAP Senior Leadership on identified special projects This is a Hybrid / Field Base position requiring travel in the Houston area You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree in Nursing (Associate Degree or Nursing Diploma from accredited nursing school with 2+ years of additional experience may be substituted in lieu of a bachelor's degree) Current unrestricted Texas RN license or compact license CPC certification or proof that certification has been obtained within 9 months from the American Academy of Professional Coders 5+ years of associated business experience with health care industry 1+ years of ICD-9, ICD10 coding experience Professional experience persuading changes in behavior Solid knowledge of the Medicare market, products and competitors Knowledge base of clinical standards of care and preventative health measures Knowledge of CMS HCC Model and Guidelines along with ICD 10 Guidelines Ability and willingness to travel (locally and non-locally) as determined by business needs Preferred Qualifications: Undergraduate degree Experience in managed care working with network and provider relations Additional Medical chart review experience Medical / clinical background highly desirable MS Office Suite, moderate to advanced Excel and PowerPoint skills Demonstrated ability to interact with medical staff, peers, and internal company staff at all levels Proven a bility to solve process problems crossing multiple functional areas and business units Proven solid presentation skills and relationship building skills with clinical / non-clinical personnel Proven s olid problem-solving skills; the ability to analyze problems, draw relevant conclusions and devise and implement an appropriate plan of action Proven g ood business acumen, especially as it relates to Medicare At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission . Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
03/28/2024
Full time
Opportunities at WellMed, part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you discover the meaning behind Caring. Connecting. Growing together. The Sr. Clinical Coding RN Nurse Consultant will drive consistent, efficient processes and share best practices in a collaborative effort with Providers and Market Team, designed to facilitate achievement of goals set for HCC Ratio, HCC Covered Ratio, and HCC Percent Covered. The Sr. Clinical Coding Nurse Consultant will drive Risk Adjustment improvement initiatives, develop recommendations for Risk Adjustment remediation plans and create tools and databases to capture relevant data for assigned markets to achieve corporate and market specific Risk Adjustment goals and initiatives. This position will work collaboratively with each regional / market team and their leadership in a matrix relationship. This position will provide direction and guidance to Medical Coding Analysts, as well as cross functional team members within their respective Markets pertaining to Risk Adjustment. Primary Responsibilities: Develop and implement market business plans to motivate providers to engage in improving Risk Adjustment metrics Provide analytical interpretation of Risk Adjustment reporting including, Executive Summaries, HCC Ratio, Disagree and Resolution rates, and FaxBack reporting to plan and provider groups Subject Matter Expert (SME) for all Risk Adjustment related activities within their assigned market(s) working within a matrix relationship which includes DataRAP operations and Regional / Market operations Assist in developing of training and analytical materials for Risk Adjustment Oversee DataRAP training and education delivery for Mega Groups via Provider education sessions and Physician Business Meetings / JOCs Lead Weekly, Monthly, Bi-monthly, Quarterly, and/or Annual Business Review meetings related to Risk Adjustment activities which summarize provider group performance and market performance as requested by or required by Market leadership Analyze and evaluate provider group structure and characteristics, provider group/provider office operations and personnel to identify the most effective approaches and strategies related to Risk Adjustment Analyze Provider and Group performance regarding Risk Adjustment and Focus on Care (FOC) to determine areas of focus or improvement opportunities Develop solution-based, user friendly initiatives to support practice success Oversee market specific chart retrieval and review of PCP, Hospital, and Specialist records Work with DataRAP Senior Leadership on identified special projects This is a Hybrid / Field Base position requiring travel in the Houston area You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree in Nursing (Associate Degree or Nursing Diploma from accredited nursing school with 2+ years of additional experience may be substituted in lieu of a bachelor's degree) Current unrestricted Texas RN license or compact license CPC certification or proof that certification has been obtained within 9 months from the American Academy of Professional Coders 5+ years of associated business experience with health care industry 1+ years of ICD-9, ICD10 coding experience Professional experience persuading changes in behavior Solid knowledge of the Medicare market, products and competitors Knowledge base of clinical standards of care and preventative health measures Knowledge of CMS HCC Model and Guidelines along with ICD 10 Guidelines Ability and willingness to travel (locally and non-locally) as determined by business needs Preferred Qualifications: Undergraduate degree Experience in managed care working with network and provider relations Additional Medical chart review experience Medical / clinical background highly desirable MS Office Suite, moderate to advanced Excel and PowerPoint skills Demonstrated ability to interact with medical staff, peers, and internal company staff at all levels Proven a bility to solve process problems crossing multiple functional areas and business units Proven solid presentation skills and relationship building skills with clinical / non-clinical personnel Proven s olid problem-solving skills; the ability to analyze problems, draw relevant conclusions and devise and implement an appropriate plan of action Proven g ood business acumen, especially as it relates to Medicare At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission . Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Fraud Member Resolution Analyst I, you will be responsible for developing, implementing, and maintaining quality assurance/control programs which ensure policies, processes, and procedures are driven consistently, align with internal objectives, and stay in sync with external regulations. Delivers results of quality assurance assessments, studies, and initiatives to partners and recommends the best course of action for success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity As a Fraud Member Resolution Escalation Team, Level I, you will apply multiple applications to conduct fraud reviews and mitigation activities, and will respond to consumer and regulatory complaints, media inquiries, and litigation requests while adhering to all applicable requirements and deadlines. You will be required to develop accurate, compliant, and consistent documentary evidence to support fraud review decisions provided to members, senior leaders, and regulatory agencies. Your detailed review and research will support fraud operations and alleviate negative impacts to members and USAA by demonstrating a data driven approach in decision making and managing fraud risk. You will champion a culture of hardworking member advocacy, process excellence, and risk management, while seeking opportunities to optimize fraud resolution processes and improve the member and employee experience. What you'll do: Develops and implements training programs, materials, and events to meet quality requirements, ensure compliance with legal standards, and align with CoSA/LOB and Enterprise strategy. Develops, recommends, implements, and monitors, materials and events to meet quality requirements. Serves as a resource to team members and/or business and identifies appropriate issues for escalation. Conducts analysis/audits and partners with peers to make recommendations of business solutions and/or key work products. Develops, documents, and maintains Quality Management governance and controls standards, such as KPIs. Generates reports and participates in the delivery of results to leaders and collaborators. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of fraud detection or investigations experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 or more years progressive operations or process experience in the financial services, insurance, or relevant industry Experience identifying problems/trends and developing and recommending solutions for business issues. Demonstrates critical thinking, influences through subject matter expertise, provides data analysis for applicable business issues, and approaches work with a result and production-oriented attitude. Knowledge of federal laws, rules, regulations, and applicable mentorship to include: UDAAP, TILA/REG Z, BSA/AML, Reg P, Reg E, Reg CC, OCC Heightened Standards. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience in fraud detection or investigations at a financial institution Proficient level knowledge of fraud threat vectors, technologies, and effective mitigation tactics Experience working with regulatory agencies and litigation requests. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210 - $133,570. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Fraud Member Resolution Analyst I, you will be responsible for developing, implementing, and maintaining quality assurance/control programs which ensure policies, processes, and procedures are driven consistently, align with internal objectives, and stay in sync with external regulations. Delivers results of quality assurance assessments, studies, and initiatives to partners and recommends the best course of action for success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity As a Fraud Member Resolution Escalation Team, Level I, you will apply multiple applications to conduct fraud reviews and mitigation activities, and will respond to consumer and regulatory complaints, media inquiries, and litigation requests while adhering to all applicable requirements and deadlines. You will be required to develop accurate, compliant, and consistent documentary evidence to support fraud review decisions provided to members, senior leaders, and regulatory agencies. Your detailed review and research will support fraud operations and alleviate negative impacts to members and USAA by demonstrating a data driven approach in decision making and managing fraud risk. You will champion a culture of hardworking member advocacy, process excellence, and risk management, while seeking opportunities to optimize fraud resolution processes and improve the member and employee experience. What you'll do: Develops and implements training programs, materials, and events to meet quality requirements, ensure compliance with legal standards, and align with CoSA/LOB and Enterprise strategy. Develops, recommends, implements, and monitors, materials and events to meet quality requirements. Serves as a resource to team members and/or business and identifies appropriate issues for escalation. Conducts analysis/audits and partners with peers to make recommendations of business solutions and/or key work products. Develops, documents, and maintains Quality Management governance and controls standards, such as KPIs. Generates reports and participates in the delivery of results to leaders and collaborators. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of fraud detection or investigations experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 or more years progressive operations or process experience in the financial services, insurance, or relevant industry Experience identifying problems/trends and developing and recommending solutions for business issues. Demonstrates critical thinking, influences through subject matter expertise, provides data analysis for applicable business issues, and approaches work with a result and production-oriented attitude. Knowledge of federal laws, rules, regulations, and applicable mentorship to include: UDAAP, TILA/REG Z, BSA/AML, Reg P, Reg E, Reg CC, OCC Heightened Standards. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience in fraud detection or investigations at a financial institution Proficient level knowledge of fraud threat vectors, technologies, and effective mitigation tactics Experience working with regulatory agencies and litigation requests. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210 - $133,570. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Vice President, Credit Risk I to join our General Corporate Credit Risk team. This role is located in Pittsburgh, PA - HYBRID model (3 days/week in office). In this role, you'll make an impact in the following ways: Writing, preparing and/or reviewing analyses of creditworthiness of a diverse array of large institutional corporate borrowers/counterparties, and financings such as syndicated loans and markets credit transactions. Sectors include manufacturing, telecom/media/tech, oil & gas, retail, etc. Writeups cover purpose of financing, sources of repayment, and quality of collateral (if any) in response to requests for credit from Institutional Lending (first line of defense, "1LOD") or lines of business. Monitoring news of assigned borrowers, may involve recommendations on re-ratings of internal borrower credit ratings, reviewing financial statements, earnings reports, rating agency/analyst/industry reports. Assisting with risk management efforts for the General Corporate credit risk group (second line of defense, "2LOD"), such as Credit Analysis & Approval and Portfolio Management. Helping with the development of documentation and reporting as needed. Working closely with two senior credit relationship managers, portfolio management, 1LOD/client executives, and with analyst teams Helping to identify existing and emerging risks that are applicable to the assigned credit risk portfolio given industry trends, economic conditions, current events, etc. To be successful in this role, we're seeking the following: Bachelor's degree or related technical discipline, or the equivalent combination of education and experience is required. Strong writing and credit analysis skills required. 5-7 years of total work experience preferred. Prior experience/background in credit risk preferred. Formal credit training preferred. Experience with borrower rating systems and tracking methodologies, and basic knowledge of fiscal and financial condition indicators preferred. Experience as an underwriter and familiarity with credit administration systems typically used by financial institutions preferred. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion, Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
03/28/2024
Full time
Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Vice President, Credit Risk I to join our General Corporate Credit Risk team. This role is located in Pittsburgh, PA - HYBRID model (3 days/week in office). In this role, you'll make an impact in the following ways: Writing, preparing and/or reviewing analyses of creditworthiness of a diverse array of large institutional corporate borrowers/counterparties, and financings such as syndicated loans and markets credit transactions. Sectors include manufacturing, telecom/media/tech, oil & gas, retail, etc. Writeups cover purpose of financing, sources of repayment, and quality of collateral (if any) in response to requests for credit from Institutional Lending (first line of defense, "1LOD") or lines of business. Monitoring news of assigned borrowers, may involve recommendations on re-ratings of internal borrower credit ratings, reviewing financial statements, earnings reports, rating agency/analyst/industry reports. Assisting with risk management efforts for the General Corporate credit risk group (second line of defense, "2LOD"), such as Credit Analysis & Approval and Portfolio Management. Helping with the development of documentation and reporting as needed. Working closely with two senior credit relationship managers, portfolio management, 1LOD/client executives, and with analyst teams Helping to identify existing and emerging risks that are applicable to the assigned credit risk portfolio given industry trends, economic conditions, current events, etc. To be successful in this role, we're seeking the following: Bachelor's degree or related technical discipline, or the equivalent combination of education and experience is required. Strong writing and credit analysis skills required. 5-7 years of total work experience preferred. Prior experience/background in credit risk preferred. Formal credit training preferred. Experience with borrower rating systems and tracking methodologies, and basic knowledge of fiscal and financial condition indicators preferred. Experience as an underwriter and familiarity with credit administration systems typically used by financial institutions preferred. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion, Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Fraud Member Resolution Analyst I, you will be responsible for developing, implementing, and maintaining quality assurance/control programs which ensure policies, processes, and procedures are driven consistently, align with internal objectives, and stay in sync with external regulations. Delivers results of quality assurance assessments, studies, and initiatives to partners and recommends the best course of action for success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity As a Fraud Member Resolution Escalation Team, Level I, you will apply multiple applications to conduct fraud reviews and mitigation activities, and will respond to consumer and regulatory complaints, media inquiries, and litigation requests while adhering to all applicable requirements and deadlines. You will be required to develop accurate, compliant, and consistent documentary evidence to support fraud review decisions provided to members, senior leaders, and regulatory agencies. Your detailed review and research will support fraud operations and alleviate negative impacts to members and USAA by demonstrating a data driven approach in decision making and managing fraud risk. You will champion a culture of hardworking member advocacy, process excellence, and risk management, while seeking opportunities to optimize fraud resolution processes and improve the member and employee experience. What you'll do: Develops and implements training programs, materials, and events to meet quality requirements, ensure compliance with legal standards, and align with CoSA/LOB and Enterprise strategy. Develops, recommends, implements, and monitors, materials and events to meet quality requirements. Serves as a resource to team members and/or business and identifies appropriate issues for escalation. Conducts analysis/audits and partners with peers to make recommendations of business solutions and/or key work products. Develops, documents, and maintains Quality Management governance and controls standards, such as KPIs. Generates reports and participates in the delivery of results to leaders and collaborators. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of fraud detection or investigations experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 or more years progressive operations or process experience in the financial services, insurance, or relevant industry Experience identifying problems/trends and developing and recommending solutions for business issues. Demonstrates critical thinking, influences through subject matter expertise, provides data analysis for applicable business issues, and approaches work with a result and production-oriented attitude. Knowledge of federal laws, rules, regulations, and applicable mentorship to include: UDAAP, TILA/REG Z, BSA/AML, Reg P, Reg E, Reg CC, OCC Heightened Standards. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience in fraud detection or investigations at a financial institution Proficient level knowledge of fraud threat vectors, technologies, and effective mitigation tactics Experience working with regulatory agencies and litigation requests. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210 - $133,570. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Fraud Member Resolution Analyst I, you will be responsible for developing, implementing, and maintaining quality assurance/control programs which ensure policies, processes, and procedures are driven consistently, align with internal objectives, and stay in sync with external regulations. Delivers results of quality assurance assessments, studies, and initiatives to partners and recommends the best course of action for success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity As a Fraud Member Resolution Escalation Team, Level I, you will apply multiple applications to conduct fraud reviews and mitigation activities, and will respond to consumer and regulatory complaints, media inquiries, and litigation requests while adhering to all applicable requirements and deadlines. You will be required to develop accurate, compliant, and consistent documentary evidence to support fraud review decisions provided to members, senior leaders, and regulatory agencies. Your detailed review and research will support fraud operations and alleviate negative impacts to members and USAA by demonstrating a data driven approach in decision making and managing fraud risk. You will champion a culture of hardworking member advocacy, process excellence, and risk management, while seeking opportunities to optimize fraud resolution processes and improve the member and employee experience. What you'll do: Develops and implements training programs, materials, and events to meet quality requirements, ensure compliance with legal standards, and align with CoSA/LOB and Enterprise strategy. Develops, recommends, implements, and monitors, materials and events to meet quality requirements. Serves as a resource to team members and/or business and identifies appropriate issues for escalation. Conducts analysis/audits and partners with peers to make recommendations of business solutions and/or key work products. Develops, documents, and maintains Quality Management governance and controls standards, such as KPIs. Generates reports and participates in the delivery of results to leaders and collaborators. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of fraud detection or investigations experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 or more years progressive operations or process experience in the financial services, insurance, or relevant industry Experience identifying problems/trends and developing and recommending solutions for business issues. Demonstrates critical thinking, influences through subject matter expertise, provides data analysis for applicable business issues, and approaches work with a result and production-oriented attitude. Knowledge of federal laws, rules, regulations, and applicable mentorship to include: UDAAP, TILA/REG Z, BSA/AML, Reg P, Reg E, Reg CC, OCC Heightened Standards. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience in fraud detection or investigations at a financial institution Proficient level knowledge of fraud threat vectors, technologies, and effective mitigation tactics Experience working with regulatory agencies and litigation requests. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210 - $133,570. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.