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.
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 Billing, Cost, and Rate Clerk, Financial Analyst, and Home Buyer s Consultant 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 Billing, Cost, and Rate Clerk, Financial Analyst, and Home Buyer s Consultant and others in the Accounting and Finance to apply.
Financial Analyst III Location: 2801 Harbor Bay Parkway Alameda CA USA 94502 12 months contract Pay rate: $55 - $60/hr We are looking for a Financial Analyst III to join one of our Fortune 500 client's projects in Alameda CA . Job Description: This role will manage all aspects of US Third-party Manufacturing (TPM) Operations capital projects and related project expense forecasting and reporting Work closely with TPM Operations and Engineering key business partners to prepare capital and project expense forecasts, variance analysis, commentary and forecast submission. Support month-end responsibilities related to capital and project expenses, including journal entries, spending tracking and month-end confirmation, and variance analysis. Conduct monthly review on capital / project expenses with key business leaders to highlight performance, risks and opportunities to ensure budgetary accountability and forecast accuracy. Review/approve all capital purchase requisitions and track monthly capital spend actuals, including variance analysis and commentary. Facilitate the preparation of Request for Capital Expenditure (RCE) through working with key business partners, including reviewing of RCE draft, modeling and analysis, providing guidance and internal governance per Abbott's financial policies. Candidate Skill/Experience Requirements: Looking for someone with a background in Assets and Capital Management (this is somewhat of a niche role) Will be approving Capital Requisitions; will be the front-line person conducting follow-up on purchases ensuring accurate reporting, will pull documents and analyze RCEs (Requests for Capital Expenditures). Must have strong- advanced Excel skills & SAP for pulling information Must have excellent communication skills as this requires interaction with Sr. Leadership and internal finance team; be able to articulate the story of what the numbers show to a Non-Finance Team through intuitive conversation; no hand-holding Must have good writing skills, strong analytics, budgeting & planning skills Must have strong problem solving skills, be a critical thinker, the ability to work through problems with teams and ensure the info is accurate Must be able to be self-motivated and drive the process with Operations teams Capital experience can be external not needed within Med. Device. or Pharma Relocation strictly on their own but must be able to be top talent in order to be considered for this Interview process/method: initial phone screen with HM followed by onsite team interview We are looking for the candidate who are eligible to work with any employers without sponsorship . If this is a role that interests you and you'd like to learn more, click "Apply" now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you! About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands - Manpower, Experis, Talent Solutions, and Jefferson Wells - creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
03/28/2024
Full time
Financial Analyst III Location: 2801 Harbor Bay Parkway Alameda CA USA 94502 12 months contract Pay rate: $55 - $60/hr We are looking for a Financial Analyst III to join one of our Fortune 500 client's projects in Alameda CA . Job Description: This role will manage all aspects of US Third-party Manufacturing (TPM) Operations capital projects and related project expense forecasting and reporting Work closely with TPM Operations and Engineering key business partners to prepare capital and project expense forecasts, variance analysis, commentary and forecast submission. Support month-end responsibilities related to capital and project expenses, including journal entries, spending tracking and month-end confirmation, and variance analysis. Conduct monthly review on capital / project expenses with key business leaders to highlight performance, risks and opportunities to ensure budgetary accountability and forecast accuracy. Review/approve all capital purchase requisitions and track monthly capital spend actuals, including variance analysis and commentary. Facilitate the preparation of Request for Capital Expenditure (RCE) through working with key business partners, including reviewing of RCE draft, modeling and analysis, providing guidance and internal governance per Abbott's financial policies. Candidate Skill/Experience Requirements: Looking for someone with a background in Assets and Capital Management (this is somewhat of a niche role) Will be approving Capital Requisitions; will be the front-line person conducting follow-up on purchases ensuring accurate reporting, will pull documents and analyze RCEs (Requests for Capital Expenditures). Must have strong- advanced Excel skills & SAP for pulling information Must have excellent communication skills as this requires interaction with Sr. Leadership and internal finance team; be able to articulate the story of what the numbers show to a Non-Finance Team through intuitive conversation; no hand-holding Must have good writing skills, strong analytics, budgeting & planning skills Must have strong problem solving skills, be a critical thinker, the ability to work through problems with teams and ensure the info is accurate Must be able to be self-motivated and drive the process with Operations teams Capital experience can be external not needed within Med. Device. or Pharma Relocation strictly on their own but must be able to be top talent in order to be considered for this Interview process/method: initial phone screen with HM followed by onsite team interview We are looking for the candidate who are eligible to work with any employers without sponsorship . If this is a role that interests you and you'd like to learn more, click "Apply" now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you! About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands - Manpower, Experis, Talent Solutions, and Jefferson Wells - creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
Job Description: The Role: Do you take pride in leading a team that delivers customized data solutions to our clients in a fast-paced environment? Do you have experience mentoring, training, and supporting a team? Do you have experience managing a team of systems analysts? If so, this may be the next step in your career roadmap! The Value you deliver: You bring passion to coach, mentor, and grow a hard-working team You promote process improvements, efficiencies and standard methodologies to support your team You are a champion for continuous improvement regarding development processes and procedures You have a strong sense of ownership for the technical strategy and roadmap of the Data Consulting practice The Expertise & Skills You Have: A Bachelor's or Master's degree in Computer Science, Software engineering or related field 5+ years' experience directly leading a team 2+ years' experience leading a team of systems analysts Proven track record leading, mentoring, and developing people and robust teams Ability to attract, hire, develop and retain a pool of motivated, diverse analysts who possess the skills needed to succeed now and in the future Track record of encouraging innovation and creativity among your teams by crafting an environment that values collaboration, experimentation, exploration, and continuous learning Ability to influence all levels of the organization to influence change Strong verbal and written communication skills 2+ years of experience working in an agile delivery environment and experience with Jira Embody strong Fidelity leadership practices Ability and aptitude to learn new tools, technologies, and business domain knowledge Ability to learn about new technologies and open standards and help come up with a long-term roadmap for our technology platforms The following qualifications will receive strong preference: Experience working with relational databases and SQL Familiarity with DB, DC, H&W and SPS products and their data storage (WIDE) a plus Familiarity with Informatica and ETL concepts The Team: Fidelity Workplace Consulting is a growing business that works primarily with Fidelity's strategic clients to advise and create solutions on client workplace benefit needs. The Data Consulting Team diverse skills are leveraged to design and build customized solutions to address unique scenarios that spans across multiple product lines (i.e., Defined Benefit, Defined Contribution, Stock Plan Services, Health and Welfare, and HR/Payroll). 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: Do you take pride in leading a team that delivers customized data solutions to our clients in a fast-paced environment? Do you have experience mentoring, training, and supporting a team? Do you have experience managing a team of systems analysts? If so, this may be the next step in your career roadmap! The Value you deliver: You bring passion to coach, mentor, and grow a hard-working team You promote process improvements, efficiencies and standard methodologies to support your team You are a champion for continuous improvement regarding development processes and procedures You have a strong sense of ownership for the technical strategy and roadmap of the Data Consulting practice The Expertise & Skills You Have: A Bachelor's or Master's degree in Computer Science, Software engineering or related field 5+ years' experience directly leading a team 2+ years' experience leading a team of systems analysts Proven track record leading, mentoring, and developing people and robust teams Ability to attract, hire, develop and retain a pool of motivated, diverse analysts who possess the skills needed to succeed now and in the future Track record of encouraging innovation and creativity among your teams by crafting an environment that values collaboration, experimentation, exploration, and continuous learning Ability to influence all levels of the organization to influence change Strong verbal and written communication skills 2+ years of experience working in an agile delivery environment and experience with Jira Embody strong Fidelity leadership practices Ability and aptitude to learn new tools, technologies, and business domain knowledge Ability to learn about new technologies and open standards and help come up with a long-term roadmap for our technology platforms The following qualifications will receive strong preference: Experience working with relational databases and SQL Familiarity with DB, DC, H&W and SPS products and their data storage (WIDE) a plus Familiarity with Informatica and ETL concepts The Team: Fidelity Workplace Consulting is a growing business that works primarily with Fidelity's strategic clients to advise and create solutions on client workplace benefit needs. The Data Consulting Team diverse skills are leveraged to design and build customized solutions to address unique scenarios that spans across multiple product lines (i.e., Defined Benefit, Defined Contribution, Stock Plan Services, Health and Welfare, and HR/Payroll). 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.
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.
At Ameritas , fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled. Ameritas Life Insurance Corp is seeking a Compliance Analyst to drive the business by providing support and partnering with Sales Distribution and internal/external clients. Act as the subject matter expert on plan documents for new business restatements and amendments, as well as current retirement regulation and compliance. Partner with Sales Distribution on potential client contribution illustrations and plan document reviews. Essential Job Functions Responsible for reviewing plan documents, preparing restatements and amendments, building solutions and resolution for potential plan errors, preparing plan design illustrations. Team collaboration is very important in this role. Building strong partnerships with Sales Distributions, Advisors, Plan Sponsors, and Internal Team members is essential. Must utilize a strong understanding of ERISA (or be able to learn). Success in this role requires an ability to perform research and provide solutions in an independent manner. What you do Manage multiple projects at one time Deliver on SLA's and Service Standards with shifting priorities Demonstrate strong PC skills on tools including Microsoft Word, Excel, PowerPoint, and Outlook Demonstrate a strong understanding of the Retirement Industry Utilize excellent verbal and written communication skills Employ customer service skills and strong problem solving skills Analyze plan documents for potential issues and build solutions to those issues Present technical training to internal partners Draft and amend plan documents Conduct plan designs calls with advisor and plan sponsor Preparing Plan Illustrations What you bring 2-4 years of retirement plan experience or compliance/document experience required Bachelor's degree or equivalent combination of education and experience is required Defined Contribution Retirement Plan Experience is required Understanding of ERISA as well as IRS and DOL guidelines and regulations Understanding of retirement plan documents ASPPA Designation (such as QKA, QPA) or equivalent designation is desired What We Offer Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities. A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others. Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary range $73,571-$121,391/year.
03/28/2024
Full time
At Ameritas , fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled. Ameritas Life Insurance Corp is seeking a Compliance Analyst to drive the business by providing support and partnering with Sales Distribution and internal/external clients. Act as the subject matter expert on plan documents for new business restatements and amendments, as well as current retirement regulation and compliance. Partner with Sales Distribution on potential client contribution illustrations and plan document reviews. Essential Job Functions Responsible for reviewing plan documents, preparing restatements and amendments, building solutions and resolution for potential plan errors, preparing plan design illustrations. Team collaboration is very important in this role. Building strong partnerships with Sales Distributions, Advisors, Plan Sponsors, and Internal Team members is essential. Must utilize a strong understanding of ERISA (or be able to learn). Success in this role requires an ability to perform research and provide solutions in an independent manner. What you do Manage multiple projects at one time Deliver on SLA's and Service Standards with shifting priorities Demonstrate strong PC skills on tools including Microsoft Word, Excel, PowerPoint, and Outlook Demonstrate a strong understanding of the Retirement Industry Utilize excellent verbal and written communication skills Employ customer service skills and strong problem solving skills Analyze plan documents for potential issues and build solutions to those issues Present technical training to internal partners Draft and amend plan documents Conduct plan designs calls with advisor and plan sponsor Preparing Plan Illustrations What you bring 2-4 years of retirement plan experience or compliance/document experience required Bachelor's degree or equivalent combination of education and experience is required Defined Contribution Retirement Plan Experience is required Understanding of ERISA as well as IRS and DOL guidelines and regulations Understanding of retirement plan documents ASPPA Designation (such as QKA, QPA) or equivalent designation is desired What We Offer Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities. A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others. Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Salary range $73,571-$121,391/year.
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: 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 65 - 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 Bilingual Customer Service , Accounting Assistant, 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 65 - 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 Bilingual Customer Service , Accounting Assistant, and Financial Analyst and others in the Accounting and Finance to apply.
Job Description: Fidelity Investments' Racial Equity & Diversity Pledge "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments It is time to explore new challenges in your career With your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We're Looking For Previous success in sales 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 or products to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role 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. You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. 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 products Our Investments in You We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments 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 No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans 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. How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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, Payroll Specialist, and Accounting Assistant and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Fidelity Investments' Racial Equity & Diversity Pledge "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments It is time to explore new challenges in your career With your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We're Looking For Previous success in sales 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 or products to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role 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. You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. 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 products Our Investments in You We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments 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 No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans 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. How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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, Payroll Specialist, and Accounting Assistant 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: Certified Financial Planner / CFP Issuing Authority, 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 Bilingual Customer Service , Financial Analyst, and Field Client Relationship Manager 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: Certified Financial Planner / CFP Issuing Authority, 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 Bilingual Customer Service , Financial Analyst, and Field Client Relationship Manager 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 Accounts Payable Clerk, Financial Analyst, and Residential Real Estate Agent 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 Accounts Payable Clerk, Financial Analyst, and Residential Real Estate Agent and others in the Accounting and Finance 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 Billing, Cost, and Rate Clerk, Financial Analyst, and Retail Sales Representative 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 Billing, Cost, and Rate Clerk, Financial Analyst, and Retail Sales Representative and others in the Accounting and Finance 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.
I. JOB OVERVIEW Job Description Summary: The George Washington University Enrollment and Student Success is seeking a Financial Aid Analyst within the Office of Student Financial Assistance. The Office of Student Financial Assistance administers financial aid to both GW's undergraduate (primary) and graduate students (secondary). The position must maintain an in-depth knowledge of all financial aid systems. Position duties include monitoring routine system operations, new functionality testing, preparation of ad hoc reports, development of process documentation, and financial aid batch processing duties as assigned. Additionally, this individual as the point person for the implementation, management, and maintenance of the University's instance of Blackbaud Award Management and, through that, donor-funded scholarship funds. Responsibilities: Assist in the collection and verification of financial aid data for federal, state, and institutional reporting. Serve as the primary administrator of the Blackbaud Award Management software known at GW as GWay, advising on implementation, management, and maintenance (including documentation and training) of the software while also ensuring that all donor-funded scholarship and fellowship funds are awarded through the software in a timely manner. Oversee the timeline for donor-funded scholarship administration in collaboration with Development & Alumni Relations' Office of Donor Relations to hit specific timelines by establishing an organized structure to notify campus partners of new scholarship funds. Oversee the development, management, and maintenance of donor-funded scholarship disbursement procedures and operations and act as a point person for colleagues on all matters related to donor-funded scholarship administration Ensure scholarships and fellowships are available and disbursed in accordance with donors' intent. Work in collaboration with the Office of Donor Relations to monitor and prepare scholarship projections and accurate expenditure reports of all funds awarded to students Ensure and lead broad promotion of the scholarship application period throughout the campus community Proactively build and maintain excellent working relationships across the University to make improvements to the software and program Assist in the maintenance of the Banner financial aid modules and all third party interfaces. Assist with system enhancement requests including information gathering and implementation of technical solutions. Monitor defects and solutions postings on the Ellucian website. Work with Information Technology and Banner action lines to resolve problems. Recommend, develop, and monitor reports to ensure internal control and maintain system integrity. Troubleshoot operational issues to assist with the appropriate plan for resolution. Assist in the collection and verification of financial aid data for federal, state, and institutional reporting. Extract, analyze, and report data from the university's student information system (Banner), and other university or external data sources in response to recurring and ad hoc requests. Develop and maintain simple to complex queries for data extraction and analysis Facilitate the flow of information and data to and from graduate school financial aid staff and the Office of Graduate Student Assistantships and Fellowships members in the administration of donor-funded graduate scholarships. This is not to be construed as an exhaustive list. Other duties logically associated with this position may be assigned. All responsibilities will be conducted within the parameters of the Family Educational Rights and Privacy Act (FERPA), other applicable regulatory requirements, and professional standards. Additional responsibilities to consider: Develop training materials for new and existing users, as well as the creation of documented processes and procedures for the use of the GWay system Provides systems support and first-line technical training and user support for BlackBaud Award and Stewardship Management modules Provide DAR with scholarship-specific information to support reports and collateral produced for donors, alumni, and other constituents. Work to ensure that business processes and procedures are in place to effectively track award processing Adopt a data-driven approach Compile regular metrics for fund auditing Conduct regular training with schools and colleges on scholarship compliance Assist in creating guidelines for best practices in scholarship administration Review existing scholarship policies and procedures and make recommendations for implementation strategies Provides administrative and technical support Maintains information regarding institutional, state, federal, and outside scholarship to disseminate and publicize in various formats The incumbent may perform other related duties as assigned. The omission of specific duties does not preclude the supervisor from assigning duties that are logically related to the position. Minimum Qualifications: Qualified candidates will hold a Bachelor's degree in an appropriate area of specialization plus 2 years of relevant professional experience, or, a Master's degree or higher in a relevant area of study. Degree must be conferred by the start date of the position. Degree requirements may be substituted with an equivalent combination of education, training and experience. Additional Required Licenses/Certifications/Posting Specific Minimum Qualifications: Preferred Qualifications: Two or more years of work experience in a Higher Education Financial Aid Office and/or with financial aid systems Experience using Ellucian Banner and/or another ERP system for financial aid processing Previous experience with scholarship management, financial aid, and higher education Analytics and system management experience Working knowledge of the Blackbaud Award Management System and/or other scholarship management software Excellent project management skills Organized, entrepreneurial, and creative with strong problem-solving skills Strong attention to detail and the ability to self-prioritize and execute multiple projects under tight deadlines Able to produce clear and concise reports with accurate data and financial information and enter large amounts of data with high accuracy Ability to maintain a high degree of confidentiality and responsibility regarding information related to donors and the university Excellent verbal and written communication skills with strong customer service skills and experience working with a range of different stakeholders Strong interpersonal communication and user support skills and the desire to provide coworkers with assistance Able to work independently but also thrive in a team environment, collaborating across the University Strong computer skills, including database management, spreadsheets, reporting, and word processing Programming and data integration experience are highly desired Skills: Experience with Ellucian's Banner systems Experience with SQL Developer or SQL Navigator Understanding of data, data definitions, data classifications, and sensitivity of data Strong communication skills verbal and written Ability to work independently as well as being part of a team to support the mission Experience providing administrative or programmatic support Knowledge of account creation, data entry, and utilization of data processing and software systems Ability to coordinate the logical flow of software applications with business processes and a working knowledge of data management and reporting tools Experience with prioritizing, planning, organizing, and leading work teams Typical Hiring Range Commensurate with Experience. II. JOB DETAILS Campus Location: Ashburn, Virginia College/School/Department: Enrollment Management Family Enrollment Services Sub-Family Financial Aid Stream Individual Contributor Level Level 2 Full-Time/Part-Time: Full time -> FTE 1.00 Hours Per Week: 40 Work Schedule: Monday - Friday, 8:00am to 5:00pm Will this job require the employee to work on site? Yes Employee Onsite Status Hybrid Telework: Yes Required Background Check: Criminal History Screening, Education/Degree/Certifications Verification, Social Security Number Trace, and Sex Offender Registry Search Special Instructions to Applicants: Employer will not sponsor for employment Visa status Internal Applicants Only? No Posting Number: S012838 Job Open Date: 02/21/2024 Job Close Date: If temporary, grant funded or limited term appointment, position funded until: Background Screening Successful Completion of a Background Screening will be required as a condition of hire. EEO Statement: The university is an Equal Employment Opportunity/Affirmative Action employer that does not unlawfully discriminate in any of its programs or activities on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation . click apply for full job details
03/28/2024
Full time
I. JOB OVERVIEW Job Description Summary: The George Washington University Enrollment and Student Success is seeking a Financial Aid Analyst within the Office of Student Financial Assistance. The Office of Student Financial Assistance administers financial aid to both GW's undergraduate (primary) and graduate students (secondary). The position must maintain an in-depth knowledge of all financial aid systems. Position duties include monitoring routine system operations, new functionality testing, preparation of ad hoc reports, development of process documentation, and financial aid batch processing duties as assigned. Additionally, this individual as the point person for the implementation, management, and maintenance of the University's instance of Blackbaud Award Management and, through that, donor-funded scholarship funds. Responsibilities: Assist in the collection and verification of financial aid data for federal, state, and institutional reporting. Serve as the primary administrator of the Blackbaud Award Management software known at GW as GWay, advising on implementation, management, and maintenance (including documentation and training) of the software while also ensuring that all donor-funded scholarship and fellowship funds are awarded through the software in a timely manner. Oversee the timeline for donor-funded scholarship administration in collaboration with Development & Alumni Relations' Office of Donor Relations to hit specific timelines by establishing an organized structure to notify campus partners of new scholarship funds. Oversee the development, management, and maintenance of donor-funded scholarship disbursement procedures and operations and act as a point person for colleagues on all matters related to donor-funded scholarship administration Ensure scholarships and fellowships are available and disbursed in accordance with donors' intent. Work in collaboration with the Office of Donor Relations to monitor and prepare scholarship projections and accurate expenditure reports of all funds awarded to students Ensure and lead broad promotion of the scholarship application period throughout the campus community Proactively build and maintain excellent working relationships across the University to make improvements to the software and program Assist in the maintenance of the Banner financial aid modules and all third party interfaces. Assist with system enhancement requests including information gathering and implementation of technical solutions. Monitor defects and solutions postings on the Ellucian website. Work with Information Technology and Banner action lines to resolve problems. Recommend, develop, and monitor reports to ensure internal control and maintain system integrity. Troubleshoot operational issues to assist with the appropriate plan for resolution. Assist in the collection and verification of financial aid data for federal, state, and institutional reporting. Extract, analyze, and report data from the university's student information system (Banner), and other university or external data sources in response to recurring and ad hoc requests. Develop and maintain simple to complex queries for data extraction and analysis Facilitate the flow of information and data to and from graduate school financial aid staff and the Office of Graduate Student Assistantships and Fellowships members in the administration of donor-funded graduate scholarships. This is not to be construed as an exhaustive list. Other duties logically associated with this position may be assigned. All responsibilities will be conducted within the parameters of the Family Educational Rights and Privacy Act (FERPA), other applicable regulatory requirements, and professional standards. Additional responsibilities to consider: Develop training materials for new and existing users, as well as the creation of documented processes and procedures for the use of the GWay system Provides systems support and first-line technical training and user support for BlackBaud Award and Stewardship Management modules Provide DAR with scholarship-specific information to support reports and collateral produced for donors, alumni, and other constituents. Work to ensure that business processes and procedures are in place to effectively track award processing Adopt a data-driven approach Compile regular metrics for fund auditing Conduct regular training with schools and colleges on scholarship compliance Assist in creating guidelines for best practices in scholarship administration Review existing scholarship policies and procedures and make recommendations for implementation strategies Provides administrative and technical support Maintains information regarding institutional, state, federal, and outside scholarship to disseminate and publicize in various formats The incumbent may perform other related duties as assigned. The omission of specific duties does not preclude the supervisor from assigning duties that are logically related to the position. Minimum Qualifications: Qualified candidates will hold a Bachelor's degree in an appropriate area of specialization plus 2 years of relevant professional experience, or, a Master's degree or higher in a relevant area of study. Degree must be conferred by the start date of the position. Degree requirements may be substituted with an equivalent combination of education, training and experience. Additional Required Licenses/Certifications/Posting Specific Minimum Qualifications: Preferred Qualifications: Two or more years of work experience in a Higher Education Financial Aid Office and/or with financial aid systems Experience using Ellucian Banner and/or another ERP system for financial aid processing Previous experience with scholarship management, financial aid, and higher education Analytics and system management experience Working knowledge of the Blackbaud Award Management System and/or other scholarship management software Excellent project management skills Organized, entrepreneurial, and creative with strong problem-solving skills Strong attention to detail and the ability to self-prioritize and execute multiple projects under tight deadlines Able to produce clear and concise reports with accurate data and financial information and enter large amounts of data with high accuracy Ability to maintain a high degree of confidentiality and responsibility regarding information related to donors and the university Excellent verbal and written communication skills with strong customer service skills and experience working with a range of different stakeholders Strong interpersonal communication and user support skills and the desire to provide coworkers with assistance Able to work independently but also thrive in a team environment, collaborating across the University Strong computer skills, including database management, spreadsheets, reporting, and word processing Programming and data integration experience are highly desired Skills: Experience with Ellucian's Banner systems Experience with SQL Developer or SQL Navigator Understanding of data, data definitions, data classifications, and sensitivity of data Strong communication skills verbal and written Ability to work independently as well as being part of a team to support the mission Experience providing administrative or programmatic support Knowledge of account creation, data entry, and utilization of data processing and software systems Ability to coordinate the logical flow of software applications with business processes and a working knowledge of data management and reporting tools Experience with prioritizing, planning, organizing, and leading work teams Typical Hiring Range Commensurate with Experience. II. JOB DETAILS Campus Location: Ashburn, Virginia College/School/Department: Enrollment Management Family Enrollment Services Sub-Family Financial Aid Stream Individual Contributor Level Level 2 Full-Time/Part-Time: Full time -> FTE 1.00 Hours Per Week: 40 Work Schedule: Monday - Friday, 8:00am to 5:00pm Will this job require the employee to work on site? Yes Employee Onsite Status Hybrid Telework: Yes Required Background Check: Criminal History Screening, Education/Degree/Certifications Verification, Social Security Number Trace, and Sex Offender Registry Search Special Instructions to Applicants: Employer will not sponsor for employment Visa status Internal Applicants Only? No Posting Number: S012838 Job Open Date: 02/21/2024 Job Close Date: If temporary, grant funded or limited term appointment, position funded until: Background Screening Successful Completion of a Background Screening will be required as a condition of hire. EEO Statement: The university is an Equal Employment Opportunity/Affirmative Action employer that does not unlawfully discriminate in any of its programs or activities on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation . click apply for full job details
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.