Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine. Come build your future, while being the reason millions of people find a brighter financial future with Discover. Job Description: Responsible for the planning, implementation and management of Human Resources Technology/Systems. Manages a team of Human Capital Management analysts who oversee requirements gathering, assess feasibility of implementation, design and configuration of core HR systems and related processes. Creates HR Technology roadmap and provides team members direction and guidance to develop, implement and maintain large complex system(s) and/or project(s). Follows Software Development Life Cycle (SDLC) methodology and agile practices to manage and implement configuration changes. Manages outsourced vendors to support configuration and/or integration changes. Develops and coaches teams to be able to identify, manage, and escalate risk, and effectively manages risk within the teams you oversee. Responsibilities: Creates and maintains HR Technology roadmap that aligns with business strategy. Build, lead, and manage a cross-functional team including internal and external resources to ensure successful execution of projects and programs. Selects, coaches, and develops the team, setting objectives that align with department and company strategy to inspire and motivate the team. Identify risks and develop mitigation plans to address potential issues proactively. Develops or updates project plans for information technology projects including information such as project objectives, technologies, systems, specifications, schedules, funding, and staffing. Identify and implement process improvements and automation opportunities. Ensure compliance with all relevant regulations and laws. Minimum Qualifications At a minimum, here's what we need from you: Bachelors degree in Information Technology, or related field 4+ years of people management 6+ years of experience in HR Technology, Information Technology, or related 8+ years of experience in Human Capital Management System In lieu of a degree, 8+ years of experience in HR Technology, Information Technology, or related Application Deadline: The application window for this position is anticipated to close on Mar-24-2024. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed. Compensation: The base pay for this position generally ranges between $103,000.00 to $174,200.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position. Benefits: We also offer a range of benefits and programs based on eligibility. These benefits include: Paid Parental Leave Paid Time Off 401(k) Plan Medical, Dental, Vision, & Health Savings Account STD, Life, LTD and AD&D Recognition Program Education Assistance Commuter Benefits Family Support Programs Employee Stock Purchase Plan Learn more at . What are you waiting for? Apply today! All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management. Discover is committed to a diverse and inclusive workplace. Discover is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights) Discover complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
03/29/2024
Full time
Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine. Come build your future, while being the reason millions of people find a brighter financial future with Discover. Job Description: Responsible for the planning, implementation and management of Human Resources Technology/Systems. Manages a team of Human Capital Management analysts who oversee requirements gathering, assess feasibility of implementation, design and configuration of core HR systems and related processes. Creates HR Technology roadmap and provides team members direction and guidance to develop, implement and maintain large complex system(s) and/or project(s). Follows Software Development Life Cycle (SDLC) methodology and agile practices to manage and implement configuration changes. Manages outsourced vendors to support configuration and/or integration changes. Develops and coaches teams to be able to identify, manage, and escalate risk, and effectively manages risk within the teams you oversee. Responsibilities: Creates and maintains HR Technology roadmap that aligns with business strategy. Build, lead, and manage a cross-functional team including internal and external resources to ensure successful execution of projects and programs. Selects, coaches, and develops the team, setting objectives that align with department and company strategy to inspire and motivate the team. Identify risks and develop mitigation plans to address potential issues proactively. Develops or updates project plans for information technology projects including information such as project objectives, technologies, systems, specifications, schedules, funding, and staffing. Identify and implement process improvements and automation opportunities. Ensure compliance with all relevant regulations and laws. Minimum Qualifications At a minimum, here's what we need from you: Bachelors degree in Information Technology, or related field 4+ years of people management 6+ years of experience in HR Technology, Information Technology, or related 8+ years of experience in Human Capital Management System In lieu of a degree, 8+ years of experience in HR Technology, Information Technology, or related Application Deadline: The application window for this position is anticipated to close on Mar-24-2024. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed. Compensation: The base pay for this position generally ranges between $103,000.00 to $174,200.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position. Benefits: We also offer a range of benefits and programs based on eligibility. These benefits include: Paid Parental Leave Paid Time Off 401(k) Plan Medical, Dental, Vision, & Health Savings Account STD, Life, LTD and AD&D Recognition Program Education Assistance Commuter Benefits Family Support Programs Employee Stock Purchase Plan Learn more at . What are you waiting for? Apply today! All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management. Discover is committed to a diverse and inclusive workplace. Discover is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights) Discover complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Are you passionate about shaping the future of AI and analytics in a thriving Fortune 500 company? Are you an analytics professional looking to guide an organization through an analytics transformation? If so, we invite you to join the Edward Jones Analytics Center of Excellence and step into the role of Strategy Analyst III where you'll thrive in the heart of the Firm Strategy Division, turning new analytics and AI strategies into execution. The Analytics COE creates value for our clients, branches by equipping a diverse community of analytic practitioners with the skills and resources needed to propel the firm's ambitious 2030 growth strategy. As a Strategy Analyst III, you'll be at the forefront of driving and influencing transformative change in the Firm's analytics strategy. You will collaborate with analytics teams and senior leaders across the enterprise to unleash the full potential of our data assets by supporting strategy development and subsequent strategic execution across the firm. Your mission: Empowering our analytics community with the tools and skillsets necessary to create cutting-edge insights and innovative analytics. What You'll Do: Influence and inform Firm Strategy through strong thought leadership and professional expertise. Work effectively in a matrixed analytics organization. Identify, direct and coordinate resources (people, systems, tools) not in your chain of command. Recommend priority of work execution. Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives. Develop division, program and/or Firm-level measurements to influence strategic direction. Proactively identify, thoroughly analyze, and solve moderate to high impact and/or complexity problems. What You'll Do: Influence and inform Firm Strategy through strong thought leadership and professional expertise. Work effectively in a matrixed analytics organization. Identify, direct and coordinate resources (people, systems, tools) not in your chain of command. Recommend priority of work execution. Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives. Develop division, program and/or Firm-level measurements to influence strategic direction. Proactively identify, thoroughly analyze, and solve moderate to high impact and/or complexity problems. What Experience/Education You'll Need: 7+ years of prior experience. Bachelor's degree is required with an emphasis in Business, Economics, Data Science or Analytics (or relevant work experience). Skills We Look For: Ability to manage and champion change. Strong ability to learn rapidly, quickly adapt, and achieve results in ambiguous situations Strong ability to navigate the Firm, build relationships and communicate effectively with key stakeholders. Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities. Strong ability to translate complex concepts, appropriately communicating the information to both technical and non-technical audiences, up to executives. Ability to research industry/field best practices. Ability to work effectively both independently and in a team environment. What Could Set You Apart: Intermediate to expert understanding of analytic and business intelligence tools including but not limited to: SQL, Python, Snowflake, Tableau, & Power BI Advanced Degree in Business, Economics, Data Science or Analytics. CFP and CFA designations. Financial Services industry experience. Experience in project management. Working knowledge of Agile Principles. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $96471 - $164262 Category: Headquarters
03/29/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Are you passionate about shaping the future of AI and analytics in a thriving Fortune 500 company? Are you an analytics professional looking to guide an organization through an analytics transformation? If so, we invite you to join the Edward Jones Analytics Center of Excellence and step into the role of Strategy Analyst III where you'll thrive in the heart of the Firm Strategy Division, turning new analytics and AI strategies into execution. The Analytics COE creates value for our clients, branches by equipping a diverse community of analytic practitioners with the skills and resources needed to propel the firm's ambitious 2030 growth strategy. As a Strategy Analyst III, you'll be at the forefront of driving and influencing transformative change in the Firm's analytics strategy. You will collaborate with analytics teams and senior leaders across the enterprise to unleash the full potential of our data assets by supporting strategy development and subsequent strategic execution across the firm. Your mission: Empowering our analytics community with the tools and skillsets necessary to create cutting-edge insights and innovative analytics. What You'll Do: Influence and inform Firm Strategy through strong thought leadership and professional expertise. Work effectively in a matrixed analytics organization. Identify, direct and coordinate resources (people, systems, tools) not in your chain of command. Recommend priority of work execution. Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives. Develop division, program and/or Firm-level measurements to influence strategic direction. Proactively identify, thoroughly analyze, and solve moderate to high impact and/or complexity problems. What You'll Do: Influence and inform Firm Strategy through strong thought leadership and professional expertise. Work effectively in a matrixed analytics organization. Identify, direct and coordinate resources (people, systems, tools) not in your chain of command. Recommend priority of work execution. Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives. Develop division, program and/or Firm-level measurements to influence strategic direction. Proactively identify, thoroughly analyze, and solve moderate to high impact and/or complexity problems. What Experience/Education You'll Need: 7+ years of prior experience. Bachelor's degree is required with an emphasis in Business, Economics, Data Science or Analytics (or relevant work experience). Skills We Look For: Ability to manage and champion change. Strong ability to learn rapidly, quickly adapt, and achieve results in ambiguous situations Strong ability to navigate the Firm, build relationships and communicate effectively with key stakeholders. Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities. Strong ability to translate complex concepts, appropriately communicating the information to both technical and non-technical audiences, up to executives. Ability to research industry/field best practices. Ability to work effectively both independently and in a team environment. What Could Set You Apart: Intermediate to expert understanding of analytic and business intelligence tools including but not limited to: SQL, Python, Snowflake, Tableau, & Power BI Advanced Degree in Business, Economics, Data Science or Analytics. CFP and CFA designations. Financial Services industry experience. Experience in project management. Working knowledge of Agile Principles. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $96471 - $164262 Category: Headquarters
Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine. Come build your future, while being the reason millions of people find a brighter financial future with Discover. Job Description: Responsible for the planning, implementation and management of Human Resources Technology/Systems. Manages a team of Human Capital Management analysts who oversee requirements gathering, assess feasibility of implementation, design and configuration of core HR systems and related processes. Creates HR Technology roadmap and provides team members direction and guidance to develop, implement and maintain large complex system(s) and/or project(s). Follows Software Development Life Cycle (SDLC) methodology and agile practices to manage and implement configuration changes. Manages outsourced vendors to support configuration and/or integration changes. Develops and coaches teams to be able to identify, manage, and escalate risk, and effectively manages risk within the teams you oversee. Responsibilities: Creates and maintains HR Technology roadmap that aligns with business strategy. Build, lead, and manage a cross-functional team including internal and external resources to ensure successful execution of projects and programs. Selects, coaches, and develops the team, setting objectives that align with department and company strategy to inspire and motivate the team. Identify risks and develop mitigation plans to address potential issues proactively. Develops or updates project plans for information technology projects including information such as project objectives, technologies, systems, specifications, schedules, funding, and staffing. Identify and implement process improvements and automation opportunities. Ensure compliance with all relevant regulations and laws. Minimum Qualifications At a minimum, here's what we need from you: Bachelors degree in Information Technology, or related field 4+ years of people management 6+ years of experience in HR Technology, Information Technology, or related 8+ years of experience in Human Capital Management System In lieu of a degree, 8+ years of experience in HR Technology, Information Technology, or related Application Deadline: The application window for this position is anticipated to close on Mar-24-2024. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed. Compensation: The base pay for this position generally ranges between $103,000.00 to $174,200.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position. Benefits: We also offer a range of benefits and programs based on eligibility. These benefits include: Paid Parental Leave Paid Time Off 401(k) Plan Medical, Dental, Vision, & Health Savings Account STD, Life, LTD and AD&D Recognition Program Education Assistance Commuter Benefits Family Support Programs Employee Stock Purchase Plan Learn more at . What are you waiting for? Apply today! All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management. Discover is committed to a diverse and inclusive workplace. Discover is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights) Discover complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
03/29/2024
Full time
Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine. Come build your future, while being the reason millions of people find a brighter financial future with Discover. Job Description: Responsible for the planning, implementation and management of Human Resources Technology/Systems. Manages a team of Human Capital Management analysts who oversee requirements gathering, assess feasibility of implementation, design and configuration of core HR systems and related processes. Creates HR Technology roadmap and provides team members direction and guidance to develop, implement and maintain large complex system(s) and/or project(s). Follows Software Development Life Cycle (SDLC) methodology and agile practices to manage and implement configuration changes. Manages outsourced vendors to support configuration and/or integration changes. Develops and coaches teams to be able to identify, manage, and escalate risk, and effectively manages risk within the teams you oversee. Responsibilities: Creates and maintains HR Technology roadmap that aligns with business strategy. Build, lead, and manage a cross-functional team including internal and external resources to ensure successful execution of projects and programs. Selects, coaches, and develops the team, setting objectives that align with department and company strategy to inspire and motivate the team. Identify risks and develop mitigation plans to address potential issues proactively. Develops or updates project plans for information technology projects including information such as project objectives, technologies, systems, specifications, schedules, funding, and staffing. Identify and implement process improvements and automation opportunities. Ensure compliance with all relevant regulations and laws. Minimum Qualifications At a minimum, here's what we need from you: Bachelors degree in Information Technology, or related field 4+ years of people management 6+ years of experience in HR Technology, Information Technology, or related 8+ years of experience in Human Capital Management System In lieu of a degree, 8+ years of experience in HR Technology, Information Technology, or related Application Deadline: The application window for this position is anticipated to close on Mar-24-2024. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed. Compensation: The base pay for this position generally ranges between $103,000.00 to $174,200.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position. Benefits: We also offer a range of benefits and programs based on eligibility. These benefits include: Paid Parental Leave Paid Time Off 401(k) Plan Medical, Dental, Vision, & Health Savings Account STD, Life, LTD and AD&D Recognition Program Education Assistance Commuter Benefits Family Support Programs Employee Stock Purchase Plan Learn more at . What are you waiting for? Apply today! All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management. Discover is committed to a diverse and inclusive workplace. Discover is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights) Discover complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
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.
03/29/2024
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: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/29/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/29/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
WHAT YOU'LL DO Client Development Senior Managers (CDSMs) work at the intersection of business development, account management, marketing, and client engagement within BCG's most strategic accounts. In this role, you will be embedded as a key member of a BCG account team in order to support the full range of activities required to support the client and the account team. You will serve as a thought partner and become the "chief of staff" to the lead Partner(s) on the account, including the Chief Coordinating Officer (CCO), or lead BCG relationship partner. CDSMs should be self-starters with outstanding organization and communication skills, who are excited about working in an entrepreneurial environment and who are adept at building relationships. YOU'RE GOOD AT The objective of the Client Development Senior Manager role is to provide strategic support to Client Coordinating Officers (CCOs) and client account teams for our largest and most complex clients, supporting the account's business development priorities. You will become an expert on the client, acting as a Chief of Staff to the CCO, identifying client development and growth opportunities, and ensuring strong account performance. Examples of what you will do include driving the account planning process, managing the business pipeline, developing the account marketing strategy, overseeing pricing and contracting, and supporting financial and market analysis. In this role, you will also become an integrated team member of the client account team, coordinating strategic case team activities to ensure effective teaming across Partner teams, non-Partner teams, and supporting functions. Leading and supporting the full cycle process of account planning: Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambitions through active project management Developing and maintaining the client relationship map and ensure a robust engagement strategy for key relationships is in place, helping the account leadership drive the development of deep and personal client relationships Managing the account marketing plan, including event invitation strategy and management and distribution of thought leadership Serving as an expert client resource and maintaining robust client information and knowledge: Maintaining baseline/background client information (proposal tracking, investor presentations, marketing information, investment history, client references, etc). Monitor client news, earnings/ analyst views, financial information and derive actionable insights Tracking broader industry trends and changes to help the account leadership understand the broader market landscape Identifying potential white space opportunities for the account and conduct quantitative analysis as needed Attending and actively participating in internal practice areas and functional topic conferences to stay on top of relevant industry trends and BCG offerings, and be the account lead on bringing the best of BCG to the client Creating and measuring value on the account: Coordinating and managing feedback from clients, including analysis of surveys and senior leadership interviews Examples can include managing a rate card negotiation, developing an account dashboard, or conducting post-case value measurement Selectively engaging with the client directly, as appropriate, and at the discretion of the BCG account team. Leading and orchestrating quality account teaming: Serving as a thought partner to the CCO and Partner team, providing insights and constructive feedback on existing account tools and processes, as well as identifying opportunities to team better Ensuring effective communication and coordination of various Partners and consulting team members (examples can include facilitating regular account meetings, driving account communications, on-boarding new team members and enhancing and facilitating case wrap up processes) Identifying and engaging the right internal, expert resources for functional, industry and global BCG support Crafting and developing proposal ready materials, including a solid repository of ready-to-use CVs and resumes Cultivating close partnerships with internal, functional supporting teams: Acting as key account team liaison across BCG's internal functions, including marketing, finance, staffing, practice area management, alumni, and more Becoming embedded within the respective industry and functional practice areas Teaming with finance to understand account economics, engagement pricing, investments, and to optimize expenses, leading efforts to optimize spending where necessary and appropriate Working closely with EA team to ensure coordination and communication across broader case team Championing best practice sharing and insights across the CDSM Team Acting as a key catalyst for collaboration across the full CDSM team by actively sharing account insights, tools, and creative ideas Seeking out opportunities to scale successes beyond your own account to have a broader enterprise level impact Performing other duties or special projects as assigned or required YOU BRING (EXPERIENCE & QUALIFICATIONS) 10+ years of working in a professional services firm with experience in account management and client development; consulting background preferred Bachelor's degree required; Advanced degree/MBA preferred Strong Excel and PowerPoint skills; strong computer literacy and facility with numbers Comfortable communicating in direct client interactions Strong verbal and written communication skills and entrepreneurial drive Ability to work effectively with all levels and functions of the organization Good organizational skills and effective management skills to manage multiple parallel tasks, ability to set priorities Performed successfully in a fast-paced, global, intellectually intense, service-oriented environment with people at all organizational levels Proactive, creative, self-starter Able to prioritize, able to tolerate ambiguity Exercises judgment in handling confidential/sensitive information; trustworthy YOU'LL WORK WITH You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts. The team is currently made up of 20 CDSMs and CD Operations Managers based all over the NAMR region. You'll partner closely with our other NAMR Client Team members, including members of our Global Client Team. In addition, you'll also collaborate with colleagues from across the organization, including Finance and PAs/ABMs. ADDITIONAL INFORMATION COMPENSATION INFORMATION: Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In New York state the base salary is between $ 140,000- $ 171,000 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-20% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
03/29/2024
Full time
WHAT YOU'LL DO Client Development Senior Managers (CDSMs) work at the intersection of business development, account management, marketing, and client engagement within BCG's most strategic accounts. In this role, you will be embedded as a key member of a BCG account team in order to support the full range of activities required to support the client and the account team. You will serve as a thought partner and become the "chief of staff" to the lead Partner(s) on the account, including the Chief Coordinating Officer (CCO), or lead BCG relationship partner. CDSMs should be self-starters with outstanding organization and communication skills, who are excited about working in an entrepreneurial environment and who are adept at building relationships. YOU'RE GOOD AT The objective of the Client Development Senior Manager role is to provide strategic support to Client Coordinating Officers (CCOs) and client account teams for our largest and most complex clients, supporting the account's business development priorities. You will become an expert on the client, acting as a Chief of Staff to the CCO, identifying client development and growth opportunities, and ensuring strong account performance. Examples of what you will do include driving the account planning process, managing the business pipeline, developing the account marketing strategy, overseeing pricing and contracting, and supporting financial and market analysis. In this role, you will also become an integrated team member of the client account team, coordinating strategic case team activities to ensure effective teaming across Partner teams, non-Partner teams, and supporting functions. Leading and supporting the full cycle process of account planning: Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambitions through active project management Developing and maintaining the client relationship map and ensure a robust engagement strategy for key relationships is in place, helping the account leadership drive the development of deep and personal client relationships Managing the account marketing plan, including event invitation strategy and management and distribution of thought leadership Serving as an expert client resource and maintaining robust client information and knowledge: Maintaining baseline/background client information (proposal tracking, investor presentations, marketing information, investment history, client references, etc). Monitor client news, earnings/ analyst views, financial information and derive actionable insights Tracking broader industry trends and changes to help the account leadership understand the broader market landscape Identifying potential white space opportunities for the account and conduct quantitative analysis as needed Attending and actively participating in internal practice areas and functional topic conferences to stay on top of relevant industry trends and BCG offerings, and be the account lead on bringing the best of BCG to the client Creating and measuring value on the account: Coordinating and managing feedback from clients, including analysis of surveys and senior leadership interviews Examples can include managing a rate card negotiation, developing an account dashboard, or conducting post-case value measurement Selectively engaging with the client directly, as appropriate, and at the discretion of the BCG account team. Leading and orchestrating quality account teaming: Serving as a thought partner to the CCO and Partner team, providing insights and constructive feedback on existing account tools and processes, as well as identifying opportunities to team better Ensuring effective communication and coordination of various Partners and consulting team members (examples can include facilitating regular account meetings, driving account communications, on-boarding new team members and enhancing and facilitating case wrap up processes) Identifying and engaging the right internal, expert resources for functional, industry and global BCG support Crafting and developing proposal ready materials, including a solid repository of ready-to-use CVs and resumes Cultivating close partnerships with internal, functional supporting teams: Acting as key account team liaison across BCG's internal functions, including marketing, finance, staffing, practice area management, alumni, and more Becoming embedded within the respective industry and functional practice areas Teaming with finance to understand account economics, engagement pricing, investments, and to optimize expenses, leading efforts to optimize spending where necessary and appropriate Working closely with EA team to ensure coordination and communication across broader case team Championing best practice sharing and insights across the CDSM Team Acting as a key catalyst for collaboration across the full CDSM team by actively sharing account insights, tools, and creative ideas Seeking out opportunities to scale successes beyond your own account to have a broader enterprise level impact Performing other duties or special projects as assigned or required YOU BRING (EXPERIENCE & QUALIFICATIONS) 10+ years of working in a professional services firm with experience in account management and client development; consulting background preferred Bachelor's degree required; Advanced degree/MBA preferred Strong Excel and PowerPoint skills; strong computer literacy and facility with numbers Comfortable communicating in direct client interactions Strong verbal and written communication skills and entrepreneurial drive Ability to work effectively with all levels and functions of the organization Good organizational skills and effective management skills to manage multiple parallel tasks, ability to set priorities Performed successfully in a fast-paced, global, intellectually intense, service-oriented environment with people at all organizational levels Proactive, creative, self-starter Able to prioritize, able to tolerate ambiguity Exercises judgment in handling confidential/sensitive information; trustworthy YOU'LL WORK WITH You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts. The team is currently made up of 20 CDSMs and CD Operations Managers based all over the NAMR region. You'll partner closely with our other NAMR Client Team members, including members of our Global Client Team. In addition, you'll also collaborate with colleagues from across the organization, including Finance and PAs/ABMs. ADDITIONAL INFORMATION COMPENSATION INFORMATION: Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In New York state the base salary is between $ 140,000- $ 171,000 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-20% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/29/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/29/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
WHAT YOU'LL DO Client Development Senior Managers (CDSMs) work at the intersection of business development, account management, marketing, and client engagement within BCG's most strategic accounts. In this role, you will be embedded as a key member of a BCG account team in order to support the full range of activities required to support the client and the account team. You will serve as a thought partner and become the "chief of staff" to the lead Partner(s) on the account, including the Chief Coordinating Officer (CCO), or lead BCG relationship partner. CDSMs should be self-starters with outstanding organization and communication skills, who are excited about working in an entrepreneurial environment and who are adept at building relationships. YOU'RE GOOD AT The objective of the Client Development Senior Manager role is to provide strategic support to Client Coordinating Officers (CCOs) and client account teams for our largest and most complex clients, supporting the account's business development priorities. You will become an expert on the client, acting as a Chief of Staff to the CCO, identifying client development and growth opportunities, and ensuring strong account performance. Examples of what you will do include driving the account planning process, managing the business pipeline, developing the account marketing strategy, overseeing pricing and contracting, and supporting financial and market analysis. In this role, you will also become an integrated team member of the client account team, coordinating strategic case team activities to ensure effective teaming across Partner teams, non-Partner teams, and supporting functions. Leading and supporting the full cycle process of account planning: Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambitions through active project management Developing and maintaining the client relationship map and ensure a robust engagement strategy for key relationships is in place, helping the account leadership drive the development of deep and personal client relationships Managing the account marketing plan, including event invitation strategy and management and distribution of thought leadership Serving as an expert client resource and maintaining robust client information and knowledge: Maintaining baseline/background client information (proposal tracking, investor presentations, marketing information, investment history, client references, etc). Monitor client news, earnings/ analyst views, financial information and derive actionable insights Tracking broader industry trends and changes to help the account leadership understand the broader market landscape Identifying potential white space opportunities for the account and conduct quantitative analysis as needed Attending and actively participating in internal practice areas and functional topic conferences to stay on top of relevant industry trends and BCG offerings, and be the account lead on bringing the best of BCG to the client Creating and measuring value on the account: Coordinating and managing feedback from clients, including analysis of surveys and senior leadership interviews Examples can include managing a rate card negotiation, developing an account dashboard, or conducting post-case value measurement Selectively engaging with the client directly, as appropriate, and at the discretion of the BCG account team. Leading and orchestrating quality account teaming: Serving as a thought partner to the CCO and Partner team, providing insights and constructive feedback on existing account tools and processes, as well as identifying opportunities to team better Ensuring effective communication and coordination of various Partners and consulting team members (examples can include facilitating regular account meetings, driving account communications, on-boarding new team members and enhancing and facilitating case wrap up processes) Identifying and engaging the right internal, expert resources for functional, industry and global BCG support Crafting and developing proposal ready materials, including a solid repository of ready-to-use CVs and resumes Cultivating close partnerships with internal, functional supporting teams: Acting as key account team liaison across BCG's internal functions, including marketing, finance, staffing, practice area management, alumni, and more Becoming embedded within the respective industry and functional practice areas Teaming with finance to understand account economics, engagement pricing, investments, and to optimize expenses, leading efforts to optimize spending where necessary and appropriate Working closely with EA team to ensure coordination and communication across broader case team Championing best practice sharing and insights across the CDSM Team Acting as a key catalyst for collaboration across the full CDSM team by actively sharing account insights, tools, and creative ideas Seeking out opportunities to scale successes beyond your own account to have a broader enterprise level impact Performing other duties or special projects as assigned or required YOU BRING (EXPERIENCE & QUALIFICATIONS) 10+ years of working in a professional services firm with experience in account management and client development; consulting background preferred Bachelor's degree required; Advanced degree/MBA preferred Strong Excel and PowerPoint skills; strong computer literacy and facility with numbers Comfortable communicating in direct client interactions Strong verbal and written communication skills and entrepreneurial drive Ability to work effectively with all levels and functions of the organization Good organizational skills and effective management skills to manage multiple parallel tasks, ability to set priorities Performed successfully in a fast-paced, global, intellectually intense, service-oriented environment with people at all organizational levels Proactive, creative, self-starter Able to prioritize, able to tolerate ambiguity Exercises judgment in handling confidential/sensitive information; trustworthy YOU'LL WORK WITH You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts. The team is currently made up of 20 CDSMs and CD Operations Managers based all over the NAMR region. You'll partner closely with our other NAMR Client Team members, including members of our Global Client Team. In addition, you'll also collaborate with colleagues from across the organization, including Finance and PAs/ABMs. ADDITIONAL INFORMATION COMPENSATION INFORMATION: Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In New York state the base salary is between $ 140,000- $ 171,000 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-20% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
03/29/2024
Full time
WHAT YOU'LL DO Client Development Senior Managers (CDSMs) work at the intersection of business development, account management, marketing, and client engagement within BCG's most strategic accounts. In this role, you will be embedded as a key member of a BCG account team in order to support the full range of activities required to support the client and the account team. You will serve as a thought partner and become the "chief of staff" to the lead Partner(s) on the account, including the Chief Coordinating Officer (CCO), or lead BCG relationship partner. CDSMs should be self-starters with outstanding organization and communication skills, who are excited about working in an entrepreneurial environment and who are adept at building relationships. YOU'RE GOOD AT The objective of the Client Development Senior Manager role is to provide strategic support to Client Coordinating Officers (CCOs) and client account teams for our largest and most complex clients, supporting the account's business development priorities. You will become an expert on the client, acting as a Chief of Staff to the CCO, identifying client development and growth opportunities, and ensuring strong account performance. Examples of what you will do include driving the account planning process, managing the business pipeline, developing the account marketing strategy, overseeing pricing and contracting, and supporting financial and market analysis. In this role, you will also become an integrated team member of the client account team, coordinating strategic case team activities to ensure effective teaming across Partner teams, non-Partner teams, and supporting functions. Leading and supporting the full cycle process of account planning: Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambitions through active project management Developing and maintaining the client relationship map and ensure a robust engagement strategy for key relationships is in place, helping the account leadership drive the development of deep and personal client relationships Managing the account marketing plan, including event invitation strategy and management and distribution of thought leadership Serving as an expert client resource and maintaining robust client information and knowledge: Maintaining baseline/background client information (proposal tracking, investor presentations, marketing information, investment history, client references, etc). Monitor client news, earnings/ analyst views, financial information and derive actionable insights Tracking broader industry trends and changes to help the account leadership understand the broader market landscape Identifying potential white space opportunities for the account and conduct quantitative analysis as needed Attending and actively participating in internal practice areas and functional topic conferences to stay on top of relevant industry trends and BCG offerings, and be the account lead on bringing the best of BCG to the client Creating and measuring value on the account: Coordinating and managing feedback from clients, including analysis of surveys and senior leadership interviews Examples can include managing a rate card negotiation, developing an account dashboard, or conducting post-case value measurement Selectively engaging with the client directly, as appropriate, and at the discretion of the BCG account team. Leading and orchestrating quality account teaming: Serving as a thought partner to the CCO and Partner team, providing insights and constructive feedback on existing account tools and processes, as well as identifying opportunities to team better Ensuring effective communication and coordination of various Partners and consulting team members (examples can include facilitating regular account meetings, driving account communications, on-boarding new team members and enhancing and facilitating case wrap up processes) Identifying and engaging the right internal, expert resources for functional, industry and global BCG support Crafting and developing proposal ready materials, including a solid repository of ready-to-use CVs and resumes Cultivating close partnerships with internal, functional supporting teams: Acting as key account team liaison across BCG's internal functions, including marketing, finance, staffing, practice area management, alumni, and more Becoming embedded within the respective industry and functional practice areas Teaming with finance to understand account economics, engagement pricing, investments, and to optimize expenses, leading efforts to optimize spending where necessary and appropriate Working closely with EA team to ensure coordination and communication across broader case team Championing best practice sharing and insights across the CDSM Team Acting as a key catalyst for collaboration across the full CDSM team by actively sharing account insights, tools, and creative ideas Seeking out opportunities to scale successes beyond your own account to have a broader enterprise level impact Performing other duties or special projects as assigned or required YOU BRING (EXPERIENCE & QUALIFICATIONS) 10+ years of working in a professional services firm with experience in account management and client development; consulting background preferred Bachelor's degree required; Advanced degree/MBA preferred Strong Excel and PowerPoint skills; strong computer literacy and facility with numbers Comfortable communicating in direct client interactions Strong verbal and written communication skills and entrepreneurial drive Ability to work effectively with all levels and functions of the organization Good organizational skills and effective management skills to manage multiple parallel tasks, ability to set priorities Performed successfully in a fast-paced, global, intellectually intense, service-oriented environment with people at all organizational levels Proactive, creative, self-starter Able to prioritize, able to tolerate ambiguity Exercises judgment in handling confidential/sensitive information; trustworthy YOU'LL WORK WITH You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts. The team is currently made up of 20 CDSMs and CD Operations Managers based all over the NAMR region. You'll partner closely with our other NAMR Client Team members, including members of our Global Client Team. In addition, you'll also collaborate with colleagues from across the organization, including Finance and PAs/ABMs. ADDITIONAL INFORMATION COMPENSATION INFORMATION: Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In New York state the base salary is between $ 140,000- $ 171,000 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-20% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
WHAT YOU'LL DO Client Development Senior Managers (CDSMs) work at the intersection of business development, account management, marketing, and client engagement within BCG's most strategic accounts. In this role, you will be embedded as a key member of a BCG account team in order to support the full range of activities required to support the client and the account team. You will serve as a thought partner and become the "chief of staff" to the lead Partner(s) on the account, including the Chief Coordinating Officer (CCO), or lead BCG relationship partner. CDSMs should be self-starters with outstanding organization and communication skills, who are excited about working in an entrepreneurial environment and who are adept at building relationships. YOU'RE GOOD AT The objective of the Client Development Senior Manager role is to provide strategic support to Client Coordinating Officers (CCOs) and client account teams for our largest and most complex clients, supporting the account's business development priorities. You will become an expert on the client, acting as a Chief of Staff to the CCO, identifying client development and growth opportunities, and ensuring strong account performance. Examples of what you will do include driving the account planning process, managing the business pipeline, developing the account marketing strategy, overseeing pricing and contracting, and supporting financial and market analysis. In this role, you will also become an integrated team member of the client account team, coordinating strategic case team activities to ensure effective teaming across Partner teams, non-Partner teams, and supporting functions. Leading and supporting the full cycle process of account planning: Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambitions through active project management Developing and maintaining the client relationship map and ensure a robust engagement strategy for key relationships is in place, helping the account leadership drive the development of deep and personal client relationships Managing the account marketing plan, including event invitation strategy and management and distribution of thought leadership Serving as an expert client resource and maintaining robust client information and knowledge: Maintaining baseline/background client information (proposal tracking, investor presentations, marketing information, investment history, client references, etc). Monitor client news, earnings/ analyst views, financial information and derive actionable insights Tracking broader industry trends and changes to help the account leadership understand the broader market landscape Identifying potential white space opportunities for the account and conduct quantitative analysis as needed Attending and actively participating in internal practice areas and functional topic conferences to stay on top of relevant industry trends and BCG offerings, and be the account lead on bringing the best of BCG to the client Creating and measuring value on the account: Coordinating and managing feedback from clients, including analysis of surveys and senior leadership interviews Examples can include managing a rate card negotiation, developing an account dashboard, or conducting post-case value measurement Selectively engaging with the client directly, as appropriate, and at the discretion of the BCG account team. Leading and orchestrating quality account teaming: Serving as a thought partner to the CCO and Partner team, providing insights and constructive feedback on existing account tools and processes, as well as identifying opportunities to team better Ensuring effective communication and coordination of various Partners and consulting team members (examples can include facilitating regular account meetings, driving account communications, on-boarding new team members and enhancing and facilitating case wrap up processes) Identifying and engaging the right internal, expert resources for functional, industry and global BCG support Crafting and developing proposal ready materials, including a solid repository of ready-to-use CVs and resumes Cultivating close partnerships with internal, functional supporting teams: Acting as key account team liaison across BCG's internal functions, including marketing, finance, staffing, practice area management, alumni, and more Becoming embedded within the respective industry and functional practice areas Teaming with finance to understand account economics, engagement pricing, investments, and to optimize expenses, leading efforts to optimize spending where necessary and appropriate Working closely with EA team to ensure coordination and communication across broader case team Championing best practice sharing and insights across the CDSM Team Acting as a key catalyst for collaboration across the full CDSM team by actively sharing account insights, tools, and creative ideas Seeking out opportunities to scale successes beyond your own account to have a broader enterprise level impact Performing other duties or special projects as assigned or required YOU BRING (EXPERIENCE & QUALIFICATIONS) 10+ years of working in a professional services firm with experience in account management and client development; consulting background preferred Bachelor's degree required; Advanced degree/MBA preferred Strong Excel and PowerPoint skills; strong computer literacy and facility with numbers Comfortable communicating in direct client interactions Strong verbal and written communication skills and entrepreneurial drive Ability to work effectively with all levels and functions of the organization Good organizational skills and effective management skills to manage multiple parallel tasks, ability to set priorities Performed successfully in a fast-paced, global, intellectually intense, service-oriented environment with people at all organizational levels Proactive, creative, self-starter Able to prioritize, able to tolerate ambiguity Exercises judgment in handling confidential/sensitive information; trustworthy YOU'LL WORK WITH You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts. The team is currently made up of 20 CDSMs and CD Operations Managers based all over the NAMR region. You'll partner closely with our other NAMR Client Team members, including members of our Global Client Team. In addition, you'll also collaborate with colleagues from across the organization, including Finance and PAs/ABMs. ADDITIONAL INFORMATION COMPENSATION INFORMATION: Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In New York state the base salary is between $ 140,000- $ 171,000 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-20% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
03/29/2024
Full time
WHAT YOU'LL DO Client Development Senior Managers (CDSMs) work at the intersection of business development, account management, marketing, and client engagement within BCG's most strategic accounts. In this role, you will be embedded as a key member of a BCG account team in order to support the full range of activities required to support the client and the account team. You will serve as a thought partner and become the "chief of staff" to the lead Partner(s) on the account, including the Chief Coordinating Officer (CCO), or lead BCG relationship partner. CDSMs should be self-starters with outstanding organization and communication skills, who are excited about working in an entrepreneurial environment and who are adept at building relationships. YOU'RE GOOD AT The objective of the Client Development Senior Manager role is to provide strategic support to Client Coordinating Officers (CCOs) and client account teams for our largest and most complex clients, supporting the account's business development priorities. You will become an expert on the client, acting as a Chief of Staff to the CCO, identifying client development and growth opportunities, and ensuring strong account performance. Examples of what you will do include driving the account planning process, managing the business pipeline, developing the account marketing strategy, overseeing pricing and contracting, and supporting financial and market analysis. In this role, you will also become an integrated team member of the client account team, coordinating strategic case team activities to ensure effective teaming across Partner teams, non-Partner teams, and supporting functions. Leading and supporting the full cycle process of account planning: Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambitions through active project management Developing and maintaining the client relationship map and ensure a robust engagement strategy for key relationships is in place, helping the account leadership drive the development of deep and personal client relationships Managing the account marketing plan, including event invitation strategy and management and distribution of thought leadership Serving as an expert client resource and maintaining robust client information and knowledge: Maintaining baseline/background client information (proposal tracking, investor presentations, marketing information, investment history, client references, etc). Monitor client news, earnings/ analyst views, financial information and derive actionable insights Tracking broader industry trends and changes to help the account leadership understand the broader market landscape Identifying potential white space opportunities for the account and conduct quantitative analysis as needed Attending and actively participating in internal practice areas and functional topic conferences to stay on top of relevant industry trends and BCG offerings, and be the account lead on bringing the best of BCG to the client Creating and measuring value on the account: Coordinating and managing feedback from clients, including analysis of surveys and senior leadership interviews Examples can include managing a rate card negotiation, developing an account dashboard, or conducting post-case value measurement Selectively engaging with the client directly, as appropriate, and at the discretion of the BCG account team. Leading and orchestrating quality account teaming: Serving as a thought partner to the CCO and Partner team, providing insights and constructive feedback on existing account tools and processes, as well as identifying opportunities to team better Ensuring effective communication and coordination of various Partners and consulting team members (examples can include facilitating regular account meetings, driving account communications, on-boarding new team members and enhancing and facilitating case wrap up processes) Identifying and engaging the right internal, expert resources for functional, industry and global BCG support Crafting and developing proposal ready materials, including a solid repository of ready-to-use CVs and resumes Cultivating close partnerships with internal, functional supporting teams: Acting as key account team liaison across BCG's internal functions, including marketing, finance, staffing, practice area management, alumni, and more Becoming embedded within the respective industry and functional practice areas Teaming with finance to understand account economics, engagement pricing, investments, and to optimize expenses, leading efforts to optimize spending where necessary and appropriate Working closely with EA team to ensure coordination and communication across broader case team Championing best practice sharing and insights across the CDSM Team Acting as a key catalyst for collaboration across the full CDSM team by actively sharing account insights, tools, and creative ideas Seeking out opportunities to scale successes beyond your own account to have a broader enterprise level impact Performing other duties or special projects as assigned or required YOU BRING (EXPERIENCE & QUALIFICATIONS) 10+ years of working in a professional services firm with experience in account management and client development; consulting background preferred Bachelor's degree required; Advanced degree/MBA preferred Strong Excel and PowerPoint skills; strong computer literacy and facility with numbers Comfortable communicating in direct client interactions Strong verbal and written communication skills and entrepreneurial drive Ability to work effectively with all levels and functions of the organization Good organizational skills and effective management skills to manage multiple parallel tasks, ability to set priorities Performed successfully in a fast-paced, global, intellectually intense, service-oriented environment with people at all organizational levels Proactive, creative, self-starter Able to prioritize, able to tolerate ambiguity Exercises judgment in handling confidential/sensitive information; trustworthy YOU'LL WORK WITH You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts. The team is currently made up of 20 CDSMs and CD Operations Managers based all over the NAMR region. You'll partner closely with our other NAMR Client Team members, including members of our Global Client Team. In addition, you'll also collaborate with colleagues from across the organization, including Finance and PAs/ABMs. ADDITIONAL INFORMATION COMPENSATION INFORMATION: Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In New York state the base salary is between $ 140,000- $ 171,000 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-20% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/29/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/29/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Business Operations Analyst Job no: 533565 Work type: Officer of Administration Location: Eugene, OR Categories: Administrative/Professional, Information Technology, Computer and Information Science, Planning/Project Management Department: Information Services Appointment Type and Duration: Regular, Ongoing Salary: $60,000 - $70,000 per year Compensation Band: OS-OA07-Fiscal Year FTE: 1.0 (Hybrid eligible) Application Review Begins April 22, 2024 Special Instructions to Applicants To be considered for this position, applicants must submit a complete application. Complete applications must consist of a resume and online application. If you feel that you can better address how you meet the minimum and if any preferred qualifications please consider attaching a Cover Letter. A cover letter is not required. We are interested in finding the best candidate for the position. We encourage you to apply, even if you don't think you meet every one of our preferred qualifications - use your application to let us know what is meaningful to you about the role and what transferable skills or other qualities you would bring. Department Summary The Finance and Administration Shared Services Department (FASS) is located within the Finance and Administration portfolio. Finance and Administration is a vibrant and varied portfolio serving all aspects of campus life. Finance and Administration employees perform a wide range of functions including offering essential support to the Universities many departments, providing key resources to employees, and keeping campus safe. FASS provides department level administrative services to groups across the University in three areas: Business Operations, Human Resources and Information Technology. The mission of the Finance and Administration Shared Service team is to provide professional and timely service, offering our expertise in a wide variety of functions. FASS is committed to providing superior customer service and creating partnerships with clients to ensure their needs are fulfilled to the highest standard. The FASS unit provides administrative services for 20+ departments across several portfolios including: Campus Planning and Facilities Management Safety and Risk Services Campus Services University Human Resources Information Services Purchasing and Contracting Services The Office of General Counsel The Office of the President The units supported by FASS constitute multiple large business enterprises consisting of more than 900 employees and a total operating budget in excess of $80 million. Position Summary Reporting to the FASS IT Business Analyst Supervisor, the Business Operations Analyst will utilize Business Intelligence tools and techniques to develop, design, recommend and implement operational improvements to the practices and procedures of the units served by FASS. The position works directly with the Senior leadership of served units to ensure operational improvement recommendations are in line with strategic and operational priorities. Additionally, the Business Operations Analyst responds to and resolves end-user requests and issues plus participates in end-user support and training. Keen attention to detail in analysis and validation plus strong organizational skills are critical, as is the ability to move multiple projects forward within a specific timeline and budget while working at a detailed level. The ideal candidate will need to have a deep understanding of business intelligence concepts and supporting technologies and have a sophisticated understanding of how to work with managers to achieve business goals. The incumbent will be able to comprehend and adhere to software development process standards aimed at repeatable, cross-team support and will be able to participate in system deployments using multiple instances (such as Development, Test, Training and Production). Analysis of the business needs of supported units, with an understanding of those needs gained through communication with senior leadership. Design new processes and information delivery products according to business needs. Put those processes and products in the appropriate business context for Senior and Line-of-business managers. Interactions/contacts occur daily with the other FASS team members, the campus community and external stakeholders while performing work. This position works in a collaborative environment both independently and as part of a team. To be successful, s/he will need to be flexible and adaptable with respect to learning and using new technologies and be highly self-motivated and able to take direction. Work is reviewed regularly by the Supervisor to ensure it is performed efficiently, safely, and meets both expectations and applicable requirements. A performance appraisal is conducted annually. ESSENTIAL PERSONNEL: This unit may provide essential services during times of emergencies and inclement weather. This position may be required to fulfill essential services and functions during these times. Minimum Requirements Bachelor's degree from an accredited institution or an equivalent combination of education and experience. One year experience analyzing operational or financial data. One year of report development experience with large-scale transactional, enterprise applications (such as Banner, SAP, Oracle Apps, etc.). One year experience with high-level report development tools (such as Tableau, Cognos, Business Objects, etc.). One year experience with direct query languages and tools that utilize an SQL dialect. Professional Competencies Maintain a respectful workplace and model a positive and proactive attitude. Model the highest ethical standards. Manage business process changes with the goal of optimizing organizational performance. Work effectively in a diverse team environment and create effective networks for problem solving and positive change. Provide superior customer service. Be receptive to feedback, willing to learn and embracing continuous improvement. Communicate effectively, orally and in writing. Ability to adapt to, learn, and use new technologies within a rapidly changing technical environment. Ability to move multiple projects forward within a specific timeframe and budget. A deep understanding of business intelligence concepts and supporting technologies. Preferred Qualifications Bachelor's degree in the field of Business Operations, Computer Science, Finance, or Information Systems. Experience with fund accounting. Experience with Ellucian Banner. Experience with writing IBM Cognos reports. Experience with tools used in software development such as source code control, issue tracking and automated testing tools. Experience with Tableau. Experience with Javascript, Python, or other scripting languages. Experience with Assetworks' AiM Software. FLSA Exempt: Yes All offers of employment are contingent upon successful completion of a background inquiry. The University of Oregon is proud to offer a robust benefits package to eligible employees, including health insurance, retirement plans and paid time off. For more information about benefits, visit . The University of Oregon is an equal opportunity, affirmative action institution committed to cultural diversity and compliance with the ADA. The University encourages all qualified individuals to apply, and does not discriminate on the basis of any protected status, including veteran and disability status. The University is committed to providing reasonable accommodations to applicants and employees with disabilities. To request an accommodation in connection with the application process, please contact us at or . UO prohibits discrimination on the basis of race, color, sex, national or ethnic origin, age, religion, marital status, disability, veteran status, sexual orientation, gender identity, and gender expression in all programs, activities and employment practices as required by Title IX, other applicable laws, and policies. Retaliation is prohibited by UO policy. Questions may be referred to the Title IX Coordinator, Office of Civil Rights Compliance, or to the Office for Civil Rights. Contact information, related policies, and complaint procedures are listed on the statement of non-discrimination . In compliance with federal law, the University of Oregon prepares an annual report on campus security and fire safety programs and services. The Annual Campus Security and Fire Safety Report is available online at . To apply, visit Copyright 2022 Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-468ae2ffb173fc43779a55f3
03/29/2024
Full time
Business Operations Analyst Job no: 533565 Work type: Officer of Administration Location: Eugene, OR Categories: Administrative/Professional, Information Technology, Computer and Information Science, Planning/Project Management Department: Information Services Appointment Type and Duration: Regular, Ongoing Salary: $60,000 - $70,000 per year Compensation Band: OS-OA07-Fiscal Year FTE: 1.0 (Hybrid eligible) Application Review Begins April 22, 2024 Special Instructions to Applicants To be considered for this position, applicants must submit a complete application. Complete applications must consist of a resume and online application. If you feel that you can better address how you meet the minimum and if any preferred qualifications please consider attaching a Cover Letter. A cover letter is not required. We are interested in finding the best candidate for the position. We encourage you to apply, even if you don't think you meet every one of our preferred qualifications - use your application to let us know what is meaningful to you about the role and what transferable skills or other qualities you would bring. Department Summary The Finance and Administration Shared Services Department (FASS) is located within the Finance and Administration portfolio. Finance and Administration is a vibrant and varied portfolio serving all aspects of campus life. Finance and Administration employees perform a wide range of functions including offering essential support to the Universities many departments, providing key resources to employees, and keeping campus safe. FASS provides department level administrative services to groups across the University in three areas: Business Operations, Human Resources and Information Technology. The mission of the Finance and Administration Shared Service team is to provide professional and timely service, offering our expertise in a wide variety of functions. FASS is committed to providing superior customer service and creating partnerships with clients to ensure their needs are fulfilled to the highest standard. The FASS unit provides administrative services for 20+ departments across several portfolios including: Campus Planning and Facilities Management Safety and Risk Services Campus Services University Human Resources Information Services Purchasing and Contracting Services The Office of General Counsel The Office of the President The units supported by FASS constitute multiple large business enterprises consisting of more than 900 employees and a total operating budget in excess of $80 million. Position Summary Reporting to the FASS IT Business Analyst Supervisor, the Business Operations Analyst will utilize Business Intelligence tools and techniques to develop, design, recommend and implement operational improvements to the practices and procedures of the units served by FASS. The position works directly with the Senior leadership of served units to ensure operational improvement recommendations are in line with strategic and operational priorities. Additionally, the Business Operations Analyst responds to and resolves end-user requests and issues plus participates in end-user support and training. Keen attention to detail in analysis and validation plus strong organizational skills are critical, as is the ability to move multiple projects forward within a specific timeline and budget while working at a detailed level. The ideal candidate will need to have a deep understanding of business intelligence concepts and supporting technologies and have a sophisticated understanding of how to work with managers to achieve business goals. The incumbent will be able to comprehend and adhere to software development process standards aimed at repeatable, cross-team support and will be able to participate in system deployments using multiple instances (such as Development, Test, Training and Production). Analysis of the business needs of supported units, with an understanding of those needs gained through communication with senior leadership. Design new processes and information delivery products according to business needs. Put those processes and products in the appropriate business context for Senior and Line-of-business managers. Interactions/contacts occur daily with the other FASS team members, the campus community and external stakeholders while performing work. This position works in a collaborative environment both independently and as part of a team. To be successful, s/he will need to be flexible and adaptable with respect to learning and using new technologies and be highly self-motivated and able to take direction. Work is reviewed regularly by the Supervisor to ensure it is performed efficiently, safely, and meets both expectations and applicable requirements. A performance appraisal is conducted annually. ESSENTIAL PERSONNEL: This unit may provide essential services during times of emergencies and inclement weather. This position may be required to fulfill essential services and functions during these times. Minimum Requirements Bachelor's degree from an accredited institution or an equivalent combination of education and experience. One year experience analyzing operational or financial data. One year of report development experience with large-scale transactional, enterprise applications (such as Banner, SAP, Oracle Apps, etc.). One year experience with high-level report development tools (such as Tableau, Cognos, Business Objects, etc.). One year experience with direct query languages and tools that utilize an SQL dialect. Professional Competencies Maintain a respectful workplace and model a positive and proactive attitude. Model the highest ethical standards. Manage business process changes with the goal of optimizing organizational performance. Work effectively in a diverse team environment and create effective networks for problem solving and positive change. Provide superior customer service. Be receptive to feedback, willing to learn and embracing continuous improvement. Communicate effectively, orally and in writing. Ability to adapt to, learn, and use new technologies within a rapidly changing technical environment. Ability to move multiple projects forward within a specific timeframe and budget. A deep understanding of business intelligence concepts and supporting technologies. Preferred Qualifications Bachelor's degree in the field of Business Operations, Computer Science, Finance, or Information Systems. Experience with fund accounting. Experience with Ellucian Banner. Experience with writing IBM Cognos reports. Experience with tools used in software development such as source code control, issue tracking and automated testing tools. Experience with Tableau. Experience with Javascript, Python, or other scripting languages. Experience with Assetworks' AiM Software. FLSA Exempt: Yes All offers of employment are contingent upon successful completion of a background inquiry. The University of Oregon is proud to offer a robust benefits package to eligible employees, including health insurance, retirement plans and paid time off. For more information about benefits, visit . The University of Oregon is an equal opportunity, affirmative action institution committed to cultural diversity and compliance with the ADA. The University encourages all qualified individuals to apply, and does not discriminate on the basis of any protected status, including veteran and disability status. The University is committed to providing reasonable accommodations to applicants and employees with disabilities. To request an accommodation in connection with the application process, please contact us at or . UO prohibits discrimination on the basis of race, color, sex, national or ethnic origin, age, religion, marital status, disability, veteran status, sexual orientation, gender identity, and gender expression in all programs, activities and employment practices as required by Title IX, other applicable laws, and policies. Retaliation is prohibited by UO policy. Questions may be referred to the Title IX Coordinator, Office of Civil Rights Compliance, or to the Office for Civil Rights. Contact information, related policies, and complaint procedures are listed on the statement of non-discrimination . In compliance with federal law, the University of Oregon prepares an annual report on campus security and fire safety programs and services. The Annual Campus Security and Fire Safety Report is available online at . To apply, visit Copyright 2022 Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-468ae2ffb173fc43779a55f3
WHAT YOU'LL DO Client Development Senior Managers (CDSMs) work at the intersection of business development, account management, marketing, and client engagement within BCG's most strategic accounts. In this role, you will be embedded as a key member of a BCG account team in order to support the full range of activities required to support the client and the account team. You will serve as a thought partner and become the "chief of staff" to the lead Partner(s) on the account, including the Chief Coordinating Officer (CCO), or lead BCG relationship partner. CDSMs should be self-starters with outstanding organization and communication skills, who are excited about working in an entrepreneurial environment and who are adept at building relationships. YOU'RE GOOD AT The objective of the Client Development Senior Manager role is to provide strategic support to Client Coordinating Officers (CCOs) and client account teams for our largest and most complex clients, supporting the account's business development priorities. You will become an expert on the client, acting as a Chief of Staff to the CCO, identifying client development and growth opportunities, and ensuring strong account performance. Examples of what you will do include driving the account planning process, managing the business pipeline, developing the account marketing strategy, overseeing pricing and contracting, and supporting financial and market analysis. In this role, you will also become an integrated team member of the client account team, coordinating strategic case team activities to ensure effective teaming across Partner teams, non-Partner teams, and supporting functions. Leading and supporting the full cycle process of account planning: Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambitions through active project management Developing and maintaining the client relationship map and ensure a robust engagement strategy for key relationships is in place, helping the account leadership drive the development of deep and personal client relationships Managing the account marketing plan, including event invitation strategy and management and distribution of thought leadership Serving as an expert client resource and maintaining robust client information and knowledge: Maintaining baseline/background client information (proposal tracking, investor presentations, marketing information, investment history, client references, etc). Monitor client news, earnings/ analyst views, financial information and derive actionable insights Tracking broader industry trends and changes to help the account leadership understand the broader market landscape Identifying potential white space opportunities for the account and conduct quantitative analysis as needed Attending and actively participating in internal practice areas and functional topic conferences to stay on top of relevant industry trends and BCG offerings, and be the account lead on bringing the best of BCG to the client Creating and measuring value on the account: Coordinating and managing feedback from clients, including analysis of surveys and senior leadership interviews Examples can include managing a rate card negotiation, developing an account dashboard, or conducting post-case value measurement Selectively engaging with the client directly, as appropriate, and at the discretion of the BCG account team. Leading and orchestrating quality account teaming: Serving as a thought partner to the CCO and Partner team, providing insights and constructive feedback on existing account tools and processes, as well as identifying opportunities to team better Ensuring effective communication and coordination of various Partners and consulting team members (examples can include facilitating regular account meetings, driving account communications, on-boarding new team members and enhancing and facilitating case wrap up processes) Identifying and engaging the right internal, expert resources for functional, industry and global BCG support Crafting and developing proposal ready materials, including a solid repository of ready-to-use CVs and resumes Cultivating close partnerships with internal, functional supporting teams: Acting as key account team liaison across BCG's internal functions, including marketing, finance, staffing, practice area management, alumni, and more Becoming embedded within the respective industry and functional practice areas Teaming with finance to understand account economics, engagement pricing, investments, and to optimize expenses, leading efforts to optimize spending where necessary and appropriate Working closely with EA team to ensure coordination and communication across broader case team Championing best practice sharing and insights across the CDSM Team Acting as a key catalyst for collaboration across the full CDSM team by actively sharing account insights, tools, and creative ideas Seeking out opportunities to scale successes beyond your own account to have a broader enterprise level impact Performing other duties or special projects as assigned or required YOU BRING (EXPERIENCE & QUALIFICATIONS) 10+ years of working in a professional services firm with experience in account management and client development; consulting background preferred Bachelor's degree required; Advanced degree/MBA preferred Strong Excel and PowerPoint skills; strong computer literacy and facility with numbers Comfortable communicating in direct client interactions Strong verbal and written communication skills and entrepreneurial drive Ability to work effectively with all levels and functions of the organization Good organizational skills and effective management skills to manage multiple parallel tasks, ability to set priorities Performed successfully in a fast-paced, global, intellectually intense, service-oriented environment with people at all organizational levels Proactive, creative, self-starter Able to prioritize, able to tolerate ambiguity Exercises judgment in handling confidential/sensitive information; trustworthy YOU'LL WORK WITH You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts. The team is currently made up of 20 CDSMs and CD Operations Managers based all over the NAMR region. You'll partner closely with our other NAMR Client Team members, including members of our Global Client Team. In addition, you'll also collaborate with colleagues from across the organization, including Finance and PAs/ABMs. ADDITIONAL INFORMATION COMPENSATION INFORMATION: Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In New York state the base salary is between $ 140,000- $ 171,000 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-20% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
03/29/2024
Full time
WHAT YOU'LL DO Client Development Senior Managers (CDSMs) work at the intersection of business development, account management, marketing, and client engagement within BCG's most strategic accounts. In this role, you will be embedded as a key member of a BCG account team in order to support the full range of activities required to support the client and the account team. You will serve as a thought partner and become the "chief of staff" to the lead Partner(s) on the account, including the Chief Coordinating Officer (CCO), or lead BCG relationship partner. CDSMs should be self-starters with outstanding organization and communication skills, who are excited about working in an entrepreneurial environment and who are adept at building relationships. YOU'RE GOOD AT The objective of the Client Development Senior Manager role is to provide strategic support to Client Coordinating Officers (CCOs) and client account teams for our largest and most complex clients, supporting the account's business development priorities. You will become an expert on the client, acting as a Chief of Staff to the CCO, identifying client development and growth opportunities, and ensuring strong account performance. Examples of what you will do include driving the account planning process, managing the business pipeline, developing the account marketing strategy, overseeing pricing and contracting, and supporting financial and market analysis. In this role, you will also become an integrated team member of the client account team, coordinating strategic case team activities to ensure effective teaming across Partner teams, non-Partner teams, and supporting functions. Leading and supporting the full cycle process of account planning: Constructing a comprehensive client account plan in partnership with the account team to guide the team's activities and priorities. Ensuring that the day-to-day execution of the account plan, driving action behind the team ambitions through active project management Developing and maintaining the client relationship map and ensure a robust engagement strategy for key relationships is in place, helping the account leadership drive the development of deep and personal client relationships Managing the account marketing plan, including event invitation strategy and management and distribution of thought leadership Serving as an expert client resource and maintaining robust client information and knowledge: Maintaining baseline/background client information (proposal tracking, investor presentations, marketing information, investment history, client references, etc). Monitor client news, earnings/ analyst views, financial information and derive actionable insights Tracking broader industry trends and changes to help the account leadership understand the broader market landscape Identifying potential white space opportunities for the account and conduct quantitative analysis as needed Attending and actively participating in internal practice areas and functional topic conferences to stay on top of relevant industry trends and BCG offerings, and be the account lead on bringing the best of BCG to the client Creating and measuring value on the account: Coordinating and managing feedback from clients, including analysis of surveys and senior leadership interviews Examples can include managing a rate card negotiation, developing an account dashboard, or conducting post-case value measurement Selectively engaging with the client directly, as appropriate, and at the discretion of the BCG account team. Leading and orchestrating quality account teaming: Serving as a thought partner to the CCO and Partner team, providing insights and constructive feedback on existing account tools and processes, as well as identifying opportunities to team better Ensuring effective communication and coordination of various Partners and consulting team members (examples can include facilitating regular account meetings, driving account communications, on-boarding new team members and enhancing and facilitating case wrap up processes) Identifying and engaging the right internal, expert resources for functional, industry and global BCG support Crafting and developing proposal ready materials, including a solid repository of ready-to-use CVs and resumes Cultivating close partnerships with internal, functional supporting teams: Acting as key account team liaison across BCG's internal functions, including marketing, finance, staffing, practice area management, alumni, and more Becoming embedded within the respective industry and functional practice areas Teaming with finance to understand account economics, engagement pricing, investments, and to optimize expenses, leading efforts to optimize spending where necessary and appropriate Working closely with EA team to ensure coordination and communication across broader case team Championing best practice sharing and insights across the CDSM Team Acting as a key catalyst for collaboration across the full CDSM team by actively sharing account insights, tools, and creative ideas Seeking out opportunities to scale successes beyond your own account to have a broader enterprise level impact Performing other duties or special projects as assigned or required YOU BRING (EXPERIENCE & QUALIFICATIONS) 10+ years of working in a professional services firm with experience in account management and client development; consulting background preferred Bachelor's degree required; Advanced degree/MBA preferred Strong Excel and PowerPoint skills; strong computer literacy and facility with numbers Comfortable communicating in direct client interactions Strong verbal and written communication skills and entrepreneurial drive Ability to work effectively with all levels and functions of the organization Good organizational skills and effective management skills to manage multiple parallel tasks, ability to set priorities Performed successfully in a fast-paced, global, intellectually intense, service-oriented environment with people at all organizational levels Proactive, creative, self-starter Able to prioritize, able to tolerate ambiguity Exercises judgment in handling confidential/sensitive information; trustworthy YOU'LL WORK WITH You'll sit in our Client Development Senior Manager Team, which is part of the NAMR Client Team. The CDSM team was formed over six years ago in order to provide more direct support to our CCOs/Account teams of our largest and most complex accounts. The team is currently made up of 20 CDSMs and CD Operations Managers based all over the NAMR region. You'll partner closely with our other NAMR Client Team members, including members of our Global Client Team. In addition, you'll also collaborate with colleagues from across the organization, including Finance and PAs/ABMs. ADDITIONAL INFORMATION COMPENSATION INFORMATION: Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In New York state the base salary is between $ 140,000- $ 171,000 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-20% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/29/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/29/2024
Full time
Job Description: The Role Fidelity Charitable, specifically the Data and Shared Services (DSS) business unit, is seeking a talented Senior System Analyst/Quality Software Engineer who is experienced in the Xtrac Application or similar workflow application. In this role, you will work with the existing Principle Xtrac Admin, POs, technology Agile Teams, business users, and the DSS Quality Team to roll out a QA Strategy for Xtrac. This role requires a combination of both analyst/Xtrac product administration and quality assurance skill sets. The XTRAC System Analyst works closely with clients to automate and optimize operational processes resulting in increased scalability, reduced cycle times, and improved management information for Client business functions. The XTRAC Analyst effectively documents requirements, develops, tests, and deploys operational workflow solutions utilizing the XTRAC solution set. Post implementation maintenance and improvement are required elements of the client relationship. The XTRAC Analyst must have or quickly develop a broad understanding of supported business functions, which primarily includes various financial service and supporting functions. This position requires a solid combination of technical skills and business knowledge. The successful candidate will also have a clear client service ethic and ability. This position has a significant impact on the client's overall satisfaction with XTRAC Solutions and adoption of preferred workflow platforms, and has frequent client interactions. This role will also elevate the current QA Strategy for Xtrac, ensuring full end to end testing, regression and data best practices are in place. Configuration, Implementation and Support: Primarily work with XTRAC Admin configuration and documentation tools. Directly responsible for successful assigned client implementations, smooth client transitions to production, and ongoing maintenance of delivered solutions. Will work independently and as a team to define an optimal solution. Work with client SMEs to understand and document processes. Collect process, document management, systems integration, and other requirements necessary to implement the solution in XTRAC. Assist client users in testing and roll-out of the solution in the client environment. Provide on-going support and enhancement services to existing clients. Document requirements and recommend specific workflow automation solutions to clients Design, develop, test, deploy and maintain XTRAC workflows/application Participate in sprint and quarterly planning in an Agile environment Participate in and facilitate conference calls as needed Identify product and infrastructure dependencies relative to assigned projects or clients Collaborate with other XTRAC associates or functions as needed to support client needs Write test cases Cross Train and may provide some informal training Work with various Business Unit teams, attend client meetings to understand the requirements, and craft proofs of concept. The Expertise and Skills You Bring Education and Experience Bachelor degree required (preferably in business administration, finance, computer information systems or related fields) 5+ years of business experience required; Financial Services experience desired 3+ years of Client engagement/management experience preferred 2+ years of information systems experience is preferred Practical experience with process design, BPM, workflow, or business process analysis is highly desirable Skills and Knowledge Knowledge of BPM, workflow, analytic and related tools is highly desirable XTRAC admin configuration or similar experience is desirable Sufficient aptitude to continually adapt to changing technology is required Proven problem solving and troubleshooting ability is required Proven client communications skills using various mediums is highly desirable Working knowledge of MS Word, Excel, PowerPoint, and Visio is required Ability to effectively document requirements, test plans, incident reporting, and other necessary artifacts is required Ability to write SQL queries and perform data analysis, a plus. Good communication skills with team and stakeholders Continuous improvement mindset where mistakes and failure are viewed as opportunities to learn and improve. The Team Fidelity Charitable is the brand name for the Fidelity Charitable Gift Fund, an independent public charity, established in 1991 with the mission to foster the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants. The mission of Fidelity Charitable Services (FCS) is to be the provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Financial Analyst, Bilingual Customer Service , and Senior Accountant and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Financial Analyst, Bilingual Customer Service , and Senior Accountant and others in the Accounting and Finance to apply.
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Senior Accountant, Accountant, and Financial Analyst and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Senior Accountant, Accountant, and Financial Analyst and others in the Accounting and Finance to apply.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! Responsible for developing, implementing, and maintaining quality assurance/control programs which ensure policies, processes, and procedures are driven consistently, align with internal objectives, and follow external regulations. Implements and delivers results of quality assurance assessments, initiatives, and studies to collaborators and recommends and develops action plans for success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity As a Fraud Member Resolution Escalation Team Senior, you will work under minimal direction and serve as an informal subject matter resource for identifying fraud trends, vulnerabilities, and opportunities to proactively address member difficulties, improve fraud resolution policies, procedures, and processes to mitigate risk and protect USAA's brand and reputation. You will apply deep product and system knowledge to conduct highly sophisticated fraud reviews across and responses to consumer and regulatory complaints, media inquiries, and litigation requests across multiple bank or investment products, payment types, and fraud categories. You will be required to develop accurate, compliant, and consistent documentary evidence to support fraud review decisions provided to members, senior leaders, and regulatory agencies. Your detailed review and research will support fraud operations and alleviate negative impacts to members and USAA by demonstrating a data driven approach in decision making and managing fraud risk. You will champion a culture of passionate member advocacy, process excellence, and risk management, while seeking opportunities to optimize fraud resolution processes and improve the member and employee experience. What you'll do: Identifies gaps and evaluates quality standards, measurements, and process improvements to ensure they are aligned with internal practices and regulatory requirements. Analyzes trends, identifies root cause of process gaps or issues and develops recommendations of key work products and participates in the delivery of results to leaders and collaborators. Performs independent assessments/audits to identify training needs and improvement opportunities for program effectiveness. Develops, recommends, and implements training programs, materials, and events to meet quality requirements, ensure compliance with legal standards, and align with CoSA and Enterprise strategy. Serves as a functional expert and coach to peers and team members and acts as a resource for intensified issues of an unusual nature. Develops, and recommends improvements and/or changes to Quality Management governance and control standards to include KPIs for reporting, actioning, and escalating to leadership. Assists with the development of the Quality automation and technology journey with key business partners. Supervises the sustainment of changes within the organization in compliance with USAA's Change Management methodology. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of fraud detection or investigations experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 or more years progressive operations or process experience in the financial services. 2 years of quality assurance/control, or quality improvement experience to include developing, implementing, and maintaining quality assurance/ control/testing programs. Intermediate knowledge of quality assurance analytical methods and tools. Demonstrates critical thinking, influences through subject matter expertise, provides root cause analysis for applicable business issues, and approaches work with a result and production-oriented attitude. Knowledge of federal laws, rules, regulations, and applicable guidance to include: UDAAP, TILA/REG Z, BSA/AML, Reg P, Reg E, Reg CC, OCC Heightened Standards. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience in/or supporting Fraud within a Financial Institution Advanced knowledge of fraud threat vectors, technologies, and effective mitigation tactics. Experience working with regulatory agencies and litigation requests. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $81,770 - $147,190. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/28/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! Responsible for developing, implementing, and maintaining quality assurance/control programs which ensure policies, processes, and procedures are driven consistently, align with internal objectives, and follow external regulations. Implements and delivers results of quality assurance assessments, initiatives, and studies to collaborators and recommends and develops action plans for success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity As a Fraud Member Resolution Escalation Team Senior, you will work under minimal direction and serve as an informal subject matter resource for identifying fraud trends, vulnerabilities, and opportunities to proactively address member difficulties, improve fraud resolution policies, procedures, and processes to mitigate risk and protect USAA's brand and reputation. You will apply deep product and system knowledge to conduct highly sophisticated fraud reviews across and responses to consumer and regulatory complaints, media inquiries, and litigation requests across multiple bank or investment products, payment types, and fraud categories. You will be required to develop accurate, compliant, and consistent documentary evidence to support fraud review decisions provided to members, senior leaders, and regulatory agencies. Your detailed review and research will support fraud operations and alleviate negative impacts to members and USAA by demonstrating a data driven approach in decision making and managing fraud risk. You will champion a culture of passionate member advocacy, process excellence, and risk management, while seeking opportunities to optimize fraud resolution processes and improve the member and employee experience. What you'll do: Identifies gaps and evaluates quality standards, measurements, and process improvements to ensure they are aligned with internal practices and regulatory requirements. Analyzes trends, identifies root cause of process gaps or issues and develops recommendations of key work products and participates in the delivery of results to leaders and collaborators. Performs independent assessments/audits to identify training needs and improvement opportunities for program effectiveness. Develops, recommends, and implements training programs, materials, and events to meet quality requirements, ensure compliance with legal standards, and align with CoSA and Enterprise strategy. Serves as a functional expert and coach to peers and team members and acts as a resource for intensified issues of an unusual nature. Develops, and recommends improvements and/or changes to Quality Management governance and control standards to include KPIs for reporting, actioning, and escalating to leadership. Assists with the development of the Quality automation and technology journey with key business partners. Supervises the sustainment of changes within the organization in compliance with USAA's Change Management methodology. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of fraud detection or investigations experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 or more years progressive operations or process experience in the financial services. 2 years of quality assurance/control, or quality improvement experience to include developing, implementing, and maintaining quality assurance/ control/testing programs. Intermediate knowledge of quality assurance analytical methods and tools. Demonstrates critical thinking, influences through subject matter expertise, provides root cause analysis for applicable business issues, and approaches work with a result and production-oriented attitude. Knowledge of federal laws, rules, regulations, and applicable guidance to include: UDAAP, TILA/REG Z, BSA/AML, Reg P, Reg E, Reg CC, OCC Heightened Standards. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience in/or supporting Fraud within a Financial Institution Advanced knowledge of fraud threat vectors, technologies, and effective mitigation tactics. Experience working with regulatory agencies and litigation requests. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $81,770 - $147,190. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.