Description Location: This position can be remote or hybrid based at our Dublin, OH campus. Who we are Founded in 1999 and headquartered in Central Ohio, we're a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves Healthcare Warriors . We're committed to building diverse and inclusive teams - more than 2,000 of us and counting - so if you're excited about this position, we encourage you to apply - even if your experience doesn't match every requirement. About the role The Compensation Manager will be a data-driven and outcomes-focused professional in compensation to design, implement, and manage all areas of compensation including sales and incentive compensation programs to align with company objectives and drive high performance. This role will analyze compensation policies and practices in the areas of job evaluation, base salary, pay structures, external market trends, and regulatory compliance and lead and manage end-to-end annual merit cycle process. The role will lead large, complex, or multiple projects that help drive business strategies. This role partners closely with Sales, Finance, HR, and senior leadership to ensure our reward strategies are competitive, equitable, and aligned to business results. Key Outcomes & Responsibilities : Market Analysis & Benchmarking Outcome: Ensure all compensation programs are externally competitive and internally equitable. Conduct robust market analysis using tools like ERI, Mercer, or other benchmarking platforms. Perform job pricing, pay structure development, and competitive analyses for all areas of the business. Make actionable recommendations on pay levels and structure adjustments. Provides support to broader HR community and leadership by fielding and addressing general compensation questions and data inquiries. Leads the completion and submission of annual salary surveys and makes recommendations on which surveys to participate in based on business insights and best practices. Compensation Analytics & Reporting Outcome: Deliver insights that influence executive decision-making and optimize reward effectiveness. Provide data-driven insights on incentive effectiveness, pay equity, and ROI of compensation programs. Develop dashboards, models, and ad hoc analyses to support executive and board-level presentations. Conduct compensation cost modeling to inform budget and headcount planning. Sales Compensation Strategy Execution Outcome: Drive a measurable increase in sales performance and retention through well-structured sales compensation plans. Design, implement, and manage national and regional sales compensation programs (e.g., base + commission, accelerators, SPIFs). Collaborate with Sales Ops and Finance to ensure alignment with GTM strategy and budget targets. Maintain compensation governance and ensure timely, accurate commission calculations. Management by Objectives (MBOs) & Pay-for-Performance Programs Outcome: Establish clear links between individual goals and business success. Partner with department leaders to define MBO criteria that align with corporate priorities. Build processes for performance goal setting, tracking, and payout modeling. Ensure MBO programs are scalable, objective, and auditable. Incentive Plan Optimization Outcome: Increase employee retention and motivation through effective incentive plans Support the design and administration of equity and incentives. What you'll bring Experience with HR metrics, surveys, systems, interpreting data trends and data analysis. Strong Cross Functional Partnership, influencing and communication skills. Strategic thinker who can effectively plan and problem-solve. Bachelor's degree in HR, Finance, Business, or related field (CCP preferred) 8+ years' experience in compensation, with a focus on sales and incentive-based programs Strong knowledge of commission plan design, sales roles, and quota systems Advanced MS Excel skills Highly proficient in Excel, compensation systems and market data tools Analytical mindset with strong communication and stakeholder management skills Understanding of equity compensation, accounting principles, and compliance requirements Protect and take care of our company and member's data every day by committing to work within our company ethics and policies. What's in it for you Compensation: Competitive base and incentive compensation Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we're committed to empowering our ERGs, and we're proud to be an equal opportunity employer . Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate's unique combination of experience and qualifications related to the position. Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you've encountered a recruiting scam, report it to the Federal Trade Commission and your state's Attorney General .
11/01/2025
Full time
Description Location: This position can be remote or hybrid based at our Dublin, OH campus. Who we are Founded in 1999 and headquartered in Central Ohio, we're a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves Healthcare Warriors . We're committed to building diverse and inclusive teams - more than 2,000 of us and counting - so if you're excited about this position, we encourage you to apply - even if your experience doesn't match every requirement. About the role The Compensation Manager will be a data-driven and outcomes-focused professional in compensation to design, implement, and manage all areas of compensation including sales and incentive compensation programs to align with company objectives and drive high performance. This role will analyze compensation policies and practices in the areas of job evaluation, base salary, pay structures, external market trends, and regulatory compliance and lead and manage end-to-end annual merit cycle process. The role will lead large, complex, or multiple projects that help drive business strategies. This role partners closely with Sales, Finance, HR, and senior leadership to ensure our reward strategies are competitive, equitable, and aligned to business results. Key Outcomes & Responsibilities : Market Analysis & Benchmarking Outcome: Ensure all compensation programs are externally competitive and internally equitable. Conduct robust market analysis using tools like ERI, Mercer, or other benchmarking platforms. Perform job pricing, pay structure development, and competitive analyses for all areas of the business. Make actionable recommendations on pay levels and structure adjustments. Provides support to broader HR community and leadership by fielding and addressing general compensation questions and data inquiries. Leads the completion and submission of annual salary surveys and makes recommendations on which surveys to participate in based on business insights and best practices. Compensation Analytics & Reporting Outcome: Deliver insights that influence executive decision-making and optimize reward effectiveness. Provide data-driven insights on incentive effectiveness, pay equity, and ROI of compensation programs. Develop dashboards, models, and ad hoc analyses to support executive and board-level presentations. Conduct compensation cost modeling to inform budget and headcount planning. Sales Compensation Strategy Execution Outcome: Drive a measurable increase in sales performance and retention through well-structured sales compensation plans. Design, implement, and manage national and regional sales compensation programs (e.g., base + commission, accelerators, SPIFs). Collaborate with Sales Ops and Finance to ensure alignment with GTM strategy and budget targets. Maintain compensation governance and ensure timely, accurate commission calculations. Management by Objectives (MBOs) & Pay-for-Performance Programs Outcome: Establish clear links between individual goals and business success. Partner with department leaders to define MBO criteria that align with corporate priorities. Build processes for performance goal setting, tracking, and payout modeling. Ensure MBO programs are scalable, objective, and auditable. Incentive Plan Optimization Outcome: Increase employee retention and motivation through effective incentive plans Support the design and administration of equity and incentives. What you'll bring Experience with HR metrics, surveys, systems, interpreting data trends and data analysis. Strong Cross Functional Partnership, influencing and communication skills. Strategic thinker who can effectively plan and problem-solve. Bachelor's degree in HR, Finance, Business, or related field (CCP preferred) 8+ years' experience in compensation, with a focus on sales and incentive-based programs Strong knowledge of commission plan design, sales roles, and quota systems Advanced MS Excel skills Highly proficient in Excel, compensation systems and market data tools Analytical mindset with strong communication and stakeholder management skills Understanding of equity compensation, accounting principles, and compliance requirements Protect and take care of our company and member's data every day by committing to work within our company ethics and policies. What's in it for you Compensation: Competitive base and incentive compensation Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we're committed to empowering our ERGs, and we're proud to be an equal opportunity employer . Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate's unique combination of experience and qualifications related to the position. Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you've encountered a recruiting scam, report it to the Federal Trade Commission and your state's Attorney General .
Customer Service Representative Location: Indianapolis, Indiana Harrison, Ohio Requisition ID: JR100447 Job Type: Full time Description: We have an opportunity available for a Customer Service Representative to work within our Customer Service Team. The Customer Service Representative will be responsible for managing customer experience activities within a multi-channel contact center environment while achieving defined standards of excellence. What you will do: Answer inbound calls from various toll-free lines, striving for First Contact Resolution (FCR) when possible. Be a subject matter expert in equipment to assist in quoting or selling the large equipment category for all brands. Enter orders and quotes into the appropriate order entry system (.Net system specific to Company code). Create new account setups, including multiple site-level accounts associated with primary customer accounts. Cross-reference customer lists of items for appropriate SKU to position sales reps to win business. Engage curiously with customers, listening for lead opportunities and documenting leads into the appropriate system. Follow up and resolve issues causing sales orders to be on hold (open order report; sales & web holds). Vendor engagement for order status, product availability, product specs, etc. Respond accurately, timely, and professionally to customer chats and emails from various websites and sitelines. Communicate with customers, vendors, and carriers regarding marketplace orders, ensuring compliance with marketplace seller requirements (Amazon, Ebay, Walmart, Partstown). What you will get: Ability to work in a hybrid environment, equipment provided Eligible immediately for 15 days of paid time off, eight paid holidays and one floating holiday Paid volunteer day Opportunity for growth within this role Competitive compensation commensurate with experience Employee bonus plan Comprehensive benefit package Paid Parental Leave Tuition Assistance 401(k) with company match What we need: 3+ years in a multi-channel contact center or customer service environment, preferably B2B, with hands-on experience using telephony systems and ERP platforms. College degree preferred. Proficient in PC applications, including Word, Outlook, and Excel; comfortable navigating ERP systems and phone-based customer service tools. Resolve service opportunities by assessing situations and implementing effective solutions. Consistently meet or exceed departmental and CSR key performance indicators (KPIs). TAKKT FoodServices is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation gender identity, national origin, age, protected veteran or disabled status, or genetic information. PIa78d388554f7-1647
10/07/2025
Full time
Customer Service Representative Location: Indianapolis, Indiana Harrison, Ohio Requisition ID: JR100447 Job Type: Full time Description: We have an opportunity available for a Customer Service Representative to work within our Customer Service Team. The Customer Service Representative will be responsible for managing customer experience activities within a multi-channel contact center environment while achieving defined standards of excellence. What you will do: Answer inbound calls from various toll-free lines, striving for First Contact Resolution (FCR) when possible. Be a subject matter expert in equipment to assist in quoting or selling the large equipment category for all brands. Enter orders and quotes into the appropriate order entry system (.Net system specific to Company code). Create new account setups, including multiple site-level accounts associated with primary customer accounts. Cross-reference customer lists of items for appropriate SKU to position sales reps to win business. Engage curiously with customers, listening for lead opportunities and documenting leads into the appropriate system. Follow up and resolve issues causing sales orders to be on hold (open order report; sales & web holds). Vendor engagement for order status, product availability, product specs, etc. Respond accurately, timely, and professionally to customer chats and emails from various websites and sitelines. Communicate with customers, vendors, and carriers regarding marketplace orders, ensuring compliance with marketplace seller requirements (Amazon, Ebay, Walmart, Partstown). What you will get: Ability to work in a hybrid environment, equipment provided Eligible immediately for 15 days of paid time off, eight paid holidays and one floating holiday Paid volunteer day Opportunity for growth within this role Competitive compensation commensurate with experience Employee bonus plan Comprehensive benefit package Paid Parental Leave Tuition Assistance 401(k) with company match What we need: 3+ years in a multi-channel contact center or customer service environment, preferably B2B, with hands-on experience using telephony systems and ERP platforms. College degree preferred. Proficient in PC applications, including Word, Outlook, and Excel; comfortable navigating ERP systems and phone-based customer service tools. Resolve service opportunities by assessing situations and implementing effective solutions. Consistently meet or exceed departmental and CSR key performance indicators (KPIs). TAKKT FoodServices is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation gender identity, national origin, age, protected veteran or disabled status, or genetic information. PIa78d388554f7-1647
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/07/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/07/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/07/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/07/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/07/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/07/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/07/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/07/2025
Full time
Job Description: The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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. (Learn More) Fidelity Investments does not offer work visas for this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Our Global Support Center/ Corporate Office is located in the Energy Corridor- off I10 and N Eldridge. Address: 1390 Enclave Pkwy, Houston, TX 77077 Hybrid Role: In-office Monday, Tuesday, Wednesday. Work from home on Thursday and Friday. Job Summary: The Assistant General Counsel is responsible for providing legal counsel and risk assessment regarding employment matters to various internal business and HR stakeholders located in certain geographic areas. Serves as the primary legal support for a variety of business professionals, primarily Human Resources partners, and other senior management, company executives and/or leadership of key functions. Manages and selects outside counsel and develops strategies for employment litigation at various sites. Directs pre-litigation employment matters and responses to complaints received by opposing counsel and government agencies. Partners with leadership of key site functions, including Human Resources, Sales, Operations, Finance, Safety and Compliance, to support key initiatives for the overall organization. Responsibilities: Provide daily advice and counsel regarding legal compliance and risk avoidance Direct, manage, and develop strategy for respective legal matters Manage outside counsel fees and costs to maintain efficiency Direct, manage, and develop strategy for responses to complaints filed with government agencies and other pre-litigation matters Participate in cross-functional teams to provide legal guidance and to support the development and execution of enterprise-wide initiatives, policies and strategies Prepare materials and conduct training for internal business clients regarding strategic initiatives and other relevant legal matters Education/Experience: Juris Doctorate from an accredited law school 6+ years legal experience, including practicing and litigating at a law firm and in-house Skills: Excellent verbal/written communication and interpersonal skills with an ability to provide sound, clear legal advice to senior executives and other Sysco senior leaders; creative problem solving; aptitude to work collaboratively; ability to effectively and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation.Ability to manage high volume of employment and employment litigation matters. Language Skills: Above-average command of English, both oral and written, and excellent grammar, proofreading, punctuation and spelling skills Mathematical Skills: Above-average arithmetic skills Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. High energy level required. Ability, physically and mentally, to simultaneously handle several tasks. Candidate must be able to sit for long periods of time and undertake lengthy typing tasks. Candidate must be able to multitask without error and be able to handle stress in a positive manner. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including the ability to conduct confidential conference calls/meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. An individual should contact their supervisor or the human resources department if they believe that an accommodation is needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the role. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Required Preferred Job Industries Other
10/06/2025
Full time
Our Global Support Center/ Corporate Office is located in the Energy Corridor- off I10 and N Eldridge. Address: 1390 Enclave Pkwy, Houston, TX 77077 Hybrid Role: In-office Monday, Tuesday, Wednesday. Work from home on Thursday and Friday. Job Summary: The Assistant General Counsel is responsible for providing legal counsel and risk assessment regarding employment matters to various internal business and HR stakeholders located in certain geographic areas. Serves as the primary legal support for a variety of business professionals, primarily Human Resources partners, and other senior management, company executives and/or leadership of key functions. Manages and selects outside counsel and develops strategies for employment litigation at various sites. Directs pre-litigation employment matters and responses to complaints received by opposing counsel and government agencies. Partners with leadership of key site functions, including Human Resources, Sales, Operations, Finance, Safety and Compliance, to support key initiatives for the overall organization. Responsibilities: Provide daily advice and counsel regarding legal compliance and risk avoidance Direct, manage, and develop strategy for respective legal matters Manage outside counsel fees and costs to maintain efficiency Direct, manage, and develop strategy for responses to complaints filed with government agencies and other pre-litigation matters Participate in cross-functional teams to provide legal guidance and to support the development and execution of enterprise-wide initiatives, policies and strategies Prepare materials and conduct training for internal business clients regarding strategic initiatives and other relevant legal matters Education/Experience: Juris Doctorate from an accredited law school 6+ years legal experience, including practicing and litigating at a law firm and in-house Skills: Excellent verbal/written communication and interpersonal skills with an ability to provide sound, clear legal advice to senior executives and other Sysco senior leaders; creative problem solving; aptitude to work collaboratively; ability to effectively and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation.Ability to manage high volume of employment and employment litigation matters. Language Skills: Above-average command of English, both oral and written, and excellent grammar, proofreading, punctuation and spelling skills Mathematical Skills: Above-average arithmetic skills Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. High energy level required. Ability, physically and mentally, to simultaneously handle several tasks. Candidate must be able to sit for long periods of time and undertake lengthy typing tasks. Candidate must be able to multitask without error and be able to handle stress in a positive manner. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including the ability to conduct confidential conference calls/meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. An individual should contact their supervisor or the human resources department if they believe that an accommodation is needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the role. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Required Preferred Job Industries Other
Our Global Support Center/ Corporate Office is located in the Energy Corridor- off I10 and N Eldridge. Address: 1390 Enclave Pkwy, Houston, TX 77077 Hybrid Role: In-office Monday, Tuesday, Wednesday. Work from home on Thursday and Friday. Job Summary: The Assistant General Counsel is responsible for providing legal counsel and risk assessment regarding employment matters to various internal business and HR stakeholders located in certain geographic areas. Serves as the primary legal support for a variety of business professionals, primarily Human Resources partners, and other senior management, company executives and/or leadership of key functions. Manages and selects outside counsel and develops strategies for employment litigation at various sites. Directs pre-litigation employment matters and responses to complaints received by opposing counsel and government agencies. Partners with leadership of key site functions, including Human Resources, Sales, Operations, Finance, Safety and Compliance, to support key initiatives for the overall organization. Responsibilities: Provide daily advice and counsel regarding legal compliance and risk avoidance Direct, manage, and develop strategy for respective legal matters Manage outside counsel fees and costs to maintain efficiency Direct, manage, and develop strategy for responses to complaints filed with government agencies and other pre-litigation matters Participate in cross-functional teams to provide legal guidance and to support the development and execution of enterprise-wide initiatives, policies and strategies Prepare materials and conduct training for internal business clients regarding strategic initiatives and other relevant legal matters Education/Experience: Juris Doctorate from an accredited law school 6+ years legal experience, including practicing and litigating at a law firm and in-house Skills: Excellent verbal/written communication and interpersonal skills with an ability to provide sound, clear legal advice to senior executives and other Sysco senior leaders; creative problem solving; aptitude to work collaboratively; ability to effectively and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation.Ability to manage high volume of employment and employment litigation matters. Language Skills: Above-average command of English, both oral and written, and excellent grammar, proofreading, punctuation and spelling skills Mathematical Skills: Above-average arithmetic skills Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. High energy level required. Ability, physically and mentally, to simultaneously handle several tasks. Candidate must be able to sit for long periods of time and undertake lengthy typing tasks. Candidate must be able to multitask without error and be able to handle stress in a positive manner. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including the ability to conduct confidential conference calls/meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. An individual should contact their supervisor or the human resources department if they believe that an accommodation is needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the role. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Required Preferred Job Industries Other
10/06/2025
Full time
Our Global Support Center/ Corporate Office is located in the Energy Corridor- off I10 and N Eldridge. Address: 1390 Enclave Pkwy, Houston, TX 77077 Hybrid Role: In-office Monday, Tuesday, Wednesday. Work from home on Thursday and Friday. Job Summary: The Assistant General Counsel is responsible for providing legal counsel and risk assessment regarding employment matters to various internal business and HR stakeholders located in certain geographic areas. Serves as the primary legal support for a variety of business professionals, primarily Human Resources partners, and other senior management, company executives and/or leadership of key functions. Manages and selects outside counsel and develops strategies for employment litigation at various sites. Directs pre-litigation employment matters and responses to complaints received by opposing counsel and government agencies. Partners with leadership of key site functions, including Human Resources, Sales, Operations, Finance, Safety and Compliance, to support key initiatives for the overall organization. Responsibilities: Provide daily advice and counsel regarding legal compliance and risk avoidance Direct, manage, and develop strategy for respective legal matters Manage outside counsel fees and costs to maintain efficiency Direct, manage, and develop strategy for responses to complaints filed with government agencies and other pre-litigation matters Participate in cross-functional teams to provide legal guidance and to support the development and execution of enterprise-wide initiatives, policies and strategies Prepare materials and conduct training for internal business clients regarding strategic initiatives and other relevant legal matters Education/Experience: Juris Doctorate from an accredited law school 6+ years legal experience, including practicing and litigating at a law firm and in-house Skills: Excellent verbal/written communication and interpersonal skills with an ability to provide sound, clear legal advice to senior executives and other Sysco senior leaders; creative problem solving; aptitude to work collaboratively; ability to effectively and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation.Ability to manage high volume of employment and employment litigation matters. Language Skills: Above-average command of English, both oral and written, and excellent grammar, proofreading, punctuation and spelling skills Mathematical Skills: Above-average arithmetic skills Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. High energy level required. Ability, physically and mentally, to simultaneously handle several tasks. Candidate must be able to sit for long periods of time and undertake lengthy typing tasks. Candidate must be able to multitask without error and be able to handle stress in a positive manner. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including the ability to conduct confidential conference calls/meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. An individual should contact their supervisor or the human resources department if they believe that an accommodation is needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the role. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Required Preferred Job Industries Other
Our Global Support Center/ Corporate Office is located in the Energy Corridor- off I10 and N Eldridge. Address: 1390 Enclave Pkwy, Houston, TX 77077 Hybrid Role: In-office Monday, Tuesday, Wednesday. Work from home on Thursday and Friday. Job Summary: The Assistant General Counsel is responsible for providing legal counsel and risk assessment regarding employment matters to various internal business and HR stakeholders located in certain geographic areas. Serves as the primary legal support for a variety of business professionals, primarily Human Resources partners, and other senior management, company executives and/or leadership of key functions. Manages and selects outside counsel and develops strategies for employment litigation at various sites. Directs pre-litigation employment matters and responses to complaints received by opposing counsel and government agencies. Partners with leadership of key site functions, including Human Resources, Sales, Operations, Finance, Safety and Compliance, to support key initiatives for the overall organization. Responsibilities: Provide daily advice and counsel regarding legal compliance and risk avoidance Direct, manage, and develop strategy for respective legal matters Manage outside counsel fees and costs to maintain efficiency Direct, manage, and develop strategy for responses to complaints filed with government agencies and other pre-litigation matters Participate in cross-functional teams to provide legal guidance and to support the development and execution of enterprise-wide initiatives, policies and strategies Prepare materials and conduct training for internal business clients regarding strategic initiatives and other relevant legal matters Education/Experience: Juris Doctorate from an accredited law school 6+ years legal experience, including practicing and litigating at a law firm and in-house Skills: Excellent verbal/written communication and interpersonal skills with an ability to provide sound, clear legal advice to senior executives and other Sysco senior leaders; creative problem solving; aptitude to work collaboratively; ability to effectively and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation.Ability to manage high volume of employment and employment litigation matters. Language Skills: Above-average command of English, both oral and written, and excellent grammar, proofreading, punctuation and spelling skills Mathematical Skills: Above-average arithmetic skills Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. High energy level required. Ability, physically and mentally, to simultaneously handle several tasks. Candidate must be able to sit for long periods of time and undertake lengthy typing tasks. Candidate must be able to multitask without error and be able to handle stress in a positive manner. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including the ability to conduct confidential conference calls/meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. An individual should contact their supervisor or the human resources department if they believe that an accommodation is needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the role. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Required Preferred Job Industries Other
10/06/2025
Full time
Our Global Support Center/ Corporate Office is located in the Energy Corridor- off I10 and N Eldridge. Address: 1390 Enclave Pkwy, Houston, TX 77077 Hybrid Role: In-office Monday, Tuesday, Wednesday. Work from home on Thursday and Friday. Job Summary: The Assistant General Counsel is responsible for providing legal counsel and risk assessment regarding employment matters to various internal business and HR stakeholders located in certain geographic areas. Serves as the primary legal support for a variety of business professionals, primarily Human Resources partners, and other senior management, company executives and/or leadership of key functions. Manages and selects outside counsel and develops strategies for employment litigation at various sites. Directs pre-litigation employment matters and responses to complaints received by opposing counsel and government agencies. Partners with leadership of key site functions, including Human Resources, Sales, Operations, Finance, Safety and Compliance, to support key initiatives for the overall organization. Responsibilities: Provide daily advice and counsel regarding legal compliance and risk avoidance Direct, manage, and develop strategy for respective legal matters Manage outside counsel fees and costs to maintain efficiency Direct, manage, and develop strategy for responses to complaints filed with government agencies and other pre-litigation matters Participate in cross-functional teams to provide legal guidance and to support the development and execution of enterprise-wide initiatives, policies and strategies Prepare materials and conduct training for internal business clients regarding strategic initiatives and other relevant legal matters Education/Experience: Juris Doctorate from an accredited law school 6+ years legal experience, including practicing and litigating at a law firm and in-house Skills: Excellent verbal/written communication and interpersonal skills with an ability to provide sound, clear legal advice to senior executives and other Sysco senior leaders; creative problem solving; aptitude to work collaboratively; ability to effectively and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation.Ability to manage high volume of employment and employment litigation matters. Language Skills: Above-average command of English, both oral and written, and excellent grammar, proofreading, punctuation and spelling skills Mathematical Skills: Above-average arithmetic skills Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. High energy level required. Ability, physically and mentally, to simultaneously handle several tasks. Candidate must be able to sit for long periods of time and undertake lengthy typing tasks. Candidate must be able to multitask without error and be able to handle stress in a positive manner. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including the ability to conduct confidential conference calls/meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. An individual should contact their supervisor or the human resources department if they believe that an accommodation is needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the role. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Required Preferred Job Industries Other
Our Global Support Center/ Corporate Office is located in the Energy Corridor- off I10 and N Eldridge. Address: 1390 Enclave Pkwy, Houston, TX 77077 Hybrid Role: In-office Monday, Tuesday, Wednesday. Work from home on Thursday and Friday. Job Summary: The Assistant General Counsel is responsible for providing legal counsel and risk assessment regarding employment matters to various internal business and HR stakeholders located in certain geographic areas. Serves as the primary legal support for a variety of business professionals, primarily Human Resources partners, and other senior management, company executives and/or leadership of key functions. Manages and selects outside counsel and develops strategies for employment litigation at various sites. Directs pre-litigation employment matters and responses to complaints received by opposing counsel and government agencies. Partners with leadership of key site functions, including Human Resources, Sales, Operations, Finance, Safety and Compliance, to support key initiatives for the overall organization. Responsibilities: Provide daily advice and counsel regarding legal compliance and risk avoidance Direct, manage, and develop strategy for respective legal matters Manage outside counsel fees and costs to maintain efficiency Direct, manage, and develop strategy for responses to complaints filed with government agencies and other pre-litigation matters Participate in cross-functional teams to provide legal guidance and to support the development and execution of enterprise-wide initiatives, policies and strategies Prepare materials and conduct training for internal business clients regarding strategic initiatives and other relevant legal matters Education/Experience: Juris Doctorate from an accredited law school 6+ years legal experience, including practicing and litigating at a law firm and in-house Skills: Excellent verbal/written communication and interpersonal skills with an ability to provide sound, clear legal advice to senior executives and other Sysco senior leaders; creative problem solving; aptitude to work collaboratively; ability to effectively and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation. Ability to manage high volume of employment and employment litigation matters. Language Skills: Above-average command of English, both oral and written, and excellent grammar, proofreading, punctuation and spelling skills Mathematical Skills: Above-average arithmetic skills Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. High energy level required. Ability, physically and mentally, to simultaneously handle several tasks. Candidate must be able to sit for long periods of time and undertake lengthy typing tasks. Candidate must be able to multitask without error and be able to handle stress in a positive manner. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including the ability to conduct confidential conference calls/meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. An individual should contact their supervisor or the human resources department if they believe that an accommodation is needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the role. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
10/06/2025
Full time
Our Global Support Center/ Corporate Office is located in the Energy Corridor- off I10 and N Eldridge. Address: 1390 Enclave Pkwy, Houston, TX 77077 Hybrid Role: In-office Monday, Tuesday, Wednesday. Work from home on Thursday and Friday. Job Summary: The Assistant General Counsel is responsible for providing legal counsel and risk assessment regarding employment matters to various internal business and HR stakeholders located in certain geographic areas. Serves as the primary legal support for a variety of business professionals, primarily Human Resources partners, and other senior management, company executives and/or leadership of key functions. Manages and selects outside counsel and develops strategies for employment litigation at various sites. Directs pre-litigation employment matters and responses to complaints received by opposing counsel and government agencies. Partners with leadership of key site functions, including Human Resources, Sales, Operations, Finance, Safety and Compliance, to support key initiatives for the overall organization. Responsibilities: Provide daily advice and counsel regarding legal compliance and risk avoidance Direct, manage, and develop strategy for respective legal matters Manage outside counsel fees and costs to maintain efficiency Direct, manage, and develop strategy for responses to complaints filed with government agencies and other pre-litigation matters Participate in cross-functional teams to provide legal guidance and to support the development and execution of enterprise-wide initiatives, policies and strategies Prepare materials and conduct training for internal business clients regarding strategic initiatives and other relevant legal matters Education/Experience: Juris Doctorate from an accredited law school 6+ years legal experience, including practicing and litigating at a law firm and in-house Skills: Excellent verbal/written communication and interpersonal skills with an ability to provide sound, clear legal advice to senior executives and other Sysco senior leaders; creative problem solving; aptitude to work collaboratively; ability to effectively and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation. Ability to manage high volume of employment and employment litigation matters. Language Skills: Above-average command of English, both oral and written, and excellent grammar, proofreading, punctuation and spelling skills Mathematical Skills: Above-average arithmetic skills Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. High energy level required. Ability, physically and mentally, to simultaneously handle several tasks. Candidate must be able to sit for long periods of time and undertake lengthy typing tasks. Candidate must be able to multitask without error and be able to handle stress in a positive manner. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, including the ability to conduct confidential conference calls/meetings. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. An individual should contact their supervisor or the human resources department if they believe that an accommodation is needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the role. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
Description Location : This position is located at our Dublin, OH campus with hybrid flexibility or may work remotely anywhere in the United States of America. Who we are Founded in 1999 and headquartered in Central Ohio, we're a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves Healthcare Warriors . We're committed to building diverse and inclusive teams - more than 2,000 of us and counting - so if you're excited about this position, we encourage you to apply - even if your experience doesn't match every requirement . About the role As the Product Marketing Manager , you will play a critical role in shaping Quantum Health's go-to-market strategy by connecting our solutions to client and market needs. This role is also essential in positioning Quantum Health as an innovator, responsible for communicating how our solutions evolve and lead in the healthcare and benefits space. This position requires both strategic thinking and hands-on execution, from developing positioning and messaging to creating marketing assets and sales enablement tools. You'll collaborate across product, technology, sales, marketing, and client-facing teams to ensure our products are differentiated, clearly communicated, and well understood in the marketplace. Experience in healthcare, insurance, or employee benefits is highly preferred, as this will enable you to quickly provide strategic input and execute effectively in our fast-paced, high-growth environment. What you'll do Market & Product Strategy Develop a strong understanding of the healthcare/employee benefits landscape and competitive environment. Collaborate with product management, sales and client teams to create differentiated product positioning and messaging that resonates with employers, consultants, and other buyers. Provide market and competitive insights that inform product strategy, enhancements, and innovation. Go-to-Market Execution Own marketing plans for assigned products and solutions, ensuring alignment with sales and business goals. Develop and maintain compelling collateral (presentations, one-pagers, case studies, etc.) that clearly communicate product value. Support product launches with coordinated messaging, training, and multi-channel campaigns. Translate complex features into clear client- and member-centric benefits. Sales Enablement & Internal Collaboration Partner with sales and client-facing teams to deliver training, tools, and resources that help teams articulate product value. Collaborate closely with partner marketing, demand generation, client marketing, and digital teams to ensure product messaging is consistent and integrated across campaigns. Gather and analyze client, prospect, and consultant feedback to surface insights that inform future marketing and product decisions. Measurement & Continuous Improvement Track the performance of product marketing initiatives and adjust strategies for improved impact. Support thought leadership efforts by identifying opportunities to highlight Quantum Health's value and differentiation in the marketplace. All other duties as assigned. What you'll bring Education: Bachelor's degree in Marketing , Communications, Business, Public H ealth or related field (or related work experience) 5-7+ years of experience in marketing, ideally in healthcare, insurance, or employee benefits. Strong understanding of both strategic marketing planning and tactical execution. Excellent writing, editing, and presentation-building skills. Ability to translate complex information into clear, compelling messaging. Highly proficient in Microsoft Office Suite (PowerPoint, Word, Excel) with strong attention to detail. Proven ability to manage multiple projects, prioritize effectively, and drive work to completion. Strong interpersonal skills to collaborate across functions and influence outcomes. Strategic thinker who is also a proactive, hands-on executor. Able to travel occasionally for conferences and client meetings. Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), IM/video conferencing (Teams & Zoom), and telephones efficiently. Trustworthy and accountable behavior, capable of viewing and maintaining confidential information daily. What's in it for you Compensation: Competitive base and incentive compensation Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we're committed to empowering our ERGs, and we're proud to be an equal opportunity employer . Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate's unique combination of experience and qualifications related to the position. Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you've encountered a recruiting scam, report it to the Federal Trade Commission and your state's Attorney General.
10/05/2025
Full time
Description Location : This position is located at our Dublin, OH campus with hybrid flexibility or may work remotely anywhere in the United States of America. Who we are Founded in 1999 and headquartered in Central Ohio, we're a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we're on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost - that's why we call ourselves Healthcare Warriors . We're committed to building diverse and inclusive teams - more than 2,000 of us and counting - so if you're excited about this position, we encourage you to apply - even if your experience doesn't match every requirement . About the role As the Product Marketing Manager , you will play a critical role in shaping Quantum Health's go-to-market strategy by connecting our solutions to client and market needs. This role is also essential in positioning Quantum Health as an innovator, responsible for communicating how our solutions evolve and lead in the healthcare and benefits space. This position requires both strategic thinking and hands-on execution, from developing positioning and messaging to creating marketing assets and sales enablement tools. You'll collaborate across product, technology, sales, marketing, and client-facing teams to ensure our products are differentiated, clearly communicated, and well understood in the marketplace. Experience in healthcare, insurance, or employee benefits is highly preferred, as this will enable you to quickly provide strategic input and execute effectively in our fast-paced, high-growth environment. What you'll do Market & Product Strategy Develop a strong understanding of the healthcare/employee benefits landscape and competitive environment. Collaborate with product management, sales and client teams to create differentiated product positioning and messaging that resonates with employers, consultants, and other buyers. Provide market and competitive insights that inform product strategy, enhancements, and innovation. Go-to-Market Execution Own marketing plans for assigned products and solutions, ensuring alignment with sales and business goals. Develop and maintain compelling collateral (presentations, one-pagers, case studies, etc.) that clearly communicate product value. Support product launches with coordinated messaging, training, and multi-channel campaigns. Translate complex features into clear client- and member-centric benefits. Sales Enablement & Internal Collaboration Partner with sales and client-facing teams to deliver training, tools, and resources that help teams articulate product value. Collaborate closely with partner marketing, demand generation, client marketing, and digital teams to ensure product messaging is consistent and integrated across campaigns. Gather and analyze client, prospect, and consultant feedback to surface insights that inform future marketing and product decisions. Measurement & Continuous Improvement Track the performance of product marketing initiatives and adjust strategies for improved impact. Support thought leadership efforts by identifying opportunities to highlight Quantum Health's value and differentiation in the marketplace. All other duties as assigned. What you'll bring Education: Bachelor's degree in Marketing , Communications, Business, Public H ealth or related field (or related work experience) 5-7+ years of experience in marketing, ideally in healthcare, insurance, or employee benefits. Strong understanding of both strategic marketing planning and tactical execution. Excellent writing, editing, and presentation-building skills. Ability to translate complex information into clear, compelling messaging. Highly proficient in Microsoft Office Suite (PowerPoint, Word, Excel) with strong attention to detail. Proven ability to manage multiple projects, prioritize effectively, and drive work to completion. Strong interpersonal skills to collaborate across functions and influence outcomes. Strategic thinker who is also a proactive, hands-on executor. Able to travel occasionally for conferences and client meetings. Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), IM/video conferencing (Teams & Zoom), and telephones efficiently. Trustworthy and accountable behavior, capable of viewing and maintaining confidential information daily. What's in it for you Compensation: Competitive base and incentive compensation Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite. Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check. Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we're committed to empowering our ERGs, and we're proud to be an equal opportunity employer . Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate's unique combination of experience and qualifications related to the position. Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you've encountered a recruiting scam, report it to the Federal Trade Commission and your state's Attorney General.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/04/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/04/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/04/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
10/04/2025
Full time
Job Description: The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. 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, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The University of Tennessee, Knoxville
Knoxville, Tennessee
This is an on-campus position with some hybrid/remote work schedule flexibility. The Director of Enrollment Management Communications (EMC) is responsible for the strategic development and execution of a comprehensive communication and marketing plan across the enrollment life cycle that supports the University goals of recruitment, retention and graduation. Duties include oversight of the design, development, implementation, and assessment of a comprehensive plan across all platforms (digital, print, web, video, etc.). The Director will drive and inform a comprehensive communication strategy beyond the Division of Enrollment Management, serving as the divisions chief liaison with the Office of Communications and Marketing (OCM), college communicators, Student Life and Student Success. The strategic communications plan includes a broad focus on prospective student recruitment (lead generation, funnel entry and management), admissions and enrollment, financial aid and scholarships, financial wellness, UT's centralized service center (One Stop) and the University Registrar, while further supporting and integrating messages and strategic initiatives led by campus partners. The Director of EMC works closely with all Enrollment Management leadership to learn and advise operational practices to coordinate efficient delivery of critical enrollment strategies and messages with a consistent look, feel, voice and experience across all mediums. The Director serves as the EM representative and chief liaison in working with key campus partners on communication strategy and execution, specifically Communications & Marketing, Alumni & Advancement, Student Life, Student Success, and the academic colleges to assist in informing and executing a broader communication and outreach strategy to students and families serving both external and internal university audiences. The Director oversees all web, press, print, social, video and digital strategies for the Division of Enrollment Management units and provides consultation and insights to campus partners to inform and direct more consistent communications and marketing strategy. In addition, the position will approve and oversee all EM communication flows, including those executed through division and campus enterprise systems (ex: Banner, Slate, Salesforce, Touchnet, etc.). The Director will oversee a communications team that will support these objectives and aim to transform the way the University recruits and serves students in ways that are meaningful in defining UT and personalizing the experience in all that we do. The Director is critical in the execution of the university's undergraduate strategic enrollment plan by building data-driven communication strategies and relevant technology usage that impact enrollment and university goals. Manages fulfillment team who facilitates and coordinates distribution of printed collateral, direct mail, promotional products, and overall EM division inventory that serves the entire enrollment life cycle.
10/04/2025
Full time
This is an on-campus position with some hybrid/remote work schedule flexibility. The Director of Enrollment Management Communications (EMC) is responsible for the strategic development and execution of a comprehensive communication and marketing plan across the enrollment life cycle that supports the University goals of recruitment, retention and graduation. Duties include oversight of the design, development, implementation, and assessment of a comprehensive plan across all platforms (digital, print, web, video, etc.). The Director will drive and inform a comprehensive communication strategy beyond the Division of Enrollment Management, serving as the divisions chief liaison with the Office of Communications and Marketing (OCM), college communicators, Student Life and Student Success. The strategic communications plan includes a broad focus on prospective student recruitment (lead generation, funnel entry and management), admissions and enrollment, financial aid and scholarships, financial wellness, UT's centralized service center (One Stop) and the University Registrar, while further supporting and integrating messages and strategic initiatives led by campus partners. The Director of EMC works closely with all Enrollment Management leadership to learn and advise operational practices to coordinate efficient delivery of critical enrollment strategies and messages with a consistent look, feel, voice and experience across all mediums. The Director serves as the EM representative and chief liaison in working with key campus partners on communication strategy and execution, specifically Communications & Marketing, Alumni & Advancement, Student Life, Student Success, and the academic colleges to assist in informing and executing a broader communication and outreach strategy to students and families serving both external and internal university audiences. The Director oversees all web, press, print, social, video and digital strategies for the Division of Enrollment Management units and provides consultation and insights to campus partners to inform and direct more consistent communications and marketing strategy. In addition, the position will approve and oversee all EM communication flows, including those executed through division and campus enterprise systems (ex: Banner, Slate, Salesforce, Touchnet, etc.). The Director will oversee a communications team that will support these objectives and aim to transform the way the University recruits and serves students in ways that are meaningful in defining UT and personalizing the experience in all that we do. The Director is critical in the execution of the university's undergraduate strategic enrollment plan by building data-driven communication strategies and relevant technology usage that impact enrollment and university goals. Manages fulfillment team who facilitates and coordinates distribution of printed collateral, direct mail, promotional products, and overall EM division inventory that serves the entire enrollment life cycle.
