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Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-North HarrisLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Lone Star College-North Harris, nestled on 200 acres of piney woods, is the original and largest college in the Lone Star College System family. Serving the community for more than three decades, LSC-North Harris offers more than 60 programs of study, including university-transfer and numerous education courses and programs. LSC-North Harris is keenly focused on leading-edge technology in emerging technical job fields.Location address is 2700 W.W. Thorne Drive, Houston, TX 77073.Job DescriptionPURPOSE AND SCOPE:The PT Coordinator II, Welcome Center (G) for the Title III grant, facilitates daily operations within assigned area. Responsible for coordination of support functions such as scheduling, communications, workflows, supplies, information processing, and staff support. May be responsible for coordinating budget planning process and for tracking and coordinating budget expenditures. Makes and communicates process decisions based on best practices.This is a temporary, grant-funded position. Continuation of the position from one academic year to the next is contingent upon continued grant funding.ESSENTIAL JOB FUNCTIONS:<ul><li>Coordinate daily operations of assigned area. Maintain records. Maintain current knowledge base of assigned area and acts as a point of contact for internal and external customers</li><li>May schedule and prioritize work and activities and organize training materials for staff</li><li>Create and submit a variety of reports related to assigned area and presents findings. May make presentations to both internal and external customers</li><li>Coordinate various department and leadership calendars and schedules. Plan, schedule and coordinate various meetings/seminars/events, including site selection and preparation, marketing and training materials, and general support</li><li>May be responsible for ensuring and maintaining compliance with local/state/federal compliance of processes and documentation within assigned area</li><li>Monitor and control resources such as office supplies and equipment needed within the department. Submit requisitions, and review and approve/deny purchase requests in accordance with the budget. Assist with management of the department budget</li><li>Assists with creating methods of evaluation of assigned area. Analyzes results and makes recommendations for revisions to objectives and strategies </li><li>Assists with management of the department budget</li><li>Takes part in and/or takes lead on special projects as needed</li><li>Essential Functions' main focus will be on the student experience. Areas generally involve (but are not limited to) learning centers, labs, student activities, curriculum and instruction, tutoring and training, advising and counseling, transcript evaluation, enrollment, orientations, recruitment and outreach 'etc. May work closely with Faculty</li><li>Responsible for other reasonable related duties as assigned</li></ul>KNOWLEDGE, SKILLS, AND ABILITIES:<ul><li>Strong attention to accuracy and detail</li><li>Excellent knowledge of general office and software applications</li><li>Ability to prepare and analyze reports</li><li>Possesses excellent organizational skills</li><li>Strong multi-tasking abilities with the ability to prioritize duties</li><li>High level of customer service</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE AND CONDITIONS:<ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>Associate's degree and at least 3 years of related work experience, or an equivalent combination of education and experience</li></ul>SalaryHourly Pay Rate is $20.29Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment, excellent work/life balance, tuition waiver, participation in a tax deferred retirement plan and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Part-Time Coordinator II, Welcome Center-Grant Funded

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-System OfficeLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Lone Star College-System Office employees are based at one of two System Office locations; The Woodlands and University Park. Both are the site for multiple administrative departments and system-wide training programs.Location address is 5000 Research Forest Drive, The Woodlands, TX 77381.Job DescriptionPURPOSE AND SCOPE:The Coordinator I, Student Success First Year Experience facilitates daily operations within assigned area. Assists with ensuring smooth and efficient operations related to the support of the First Year Experience (FYE) program at Lone Star College. Responsible for coordination of support functions such as scheduling, communications, workflows, supplies, information processing, and staff support. Makes and communicates business process decisions based on best practices. Within Student Success the incumbent will work with appropriate departments to promote the college through functions and activities within the First Year Experience program.ESSENTIAL JOB FUNCTIONS:<ul><li>Facilitate daily operations of the FYE department and provides support to campus departments. Maintain current knowledge base of FYE department and acts as a point of contact for internal and external customers</li><li>Submits a variety of department reports and maintains documentation utilizing data from programs such as PeopleSoft and PowerBI</li><li>May make presentations at various levels both internally and externally</li><li>May assist with maintaining state and college compliance of processes and documentation</li><li>Assists with developing and maintaining training and professional development for FYE areas. Schedules and prioritizes work activities and organizes training materials</li><li>Assists with evaluation of programs and making recommendations for process and procedure revisions. Assist with development of new programs.</li><li>Coordinates various department and management calendars and schedules. Assists with planning, schedules and coordinates various meetings/seminars/events, including site selection and preparation, marketing and training materials, and general support</li><li>May monitor and maintain website for department and external use</li><li>Takes part in special projects as needed</li><li>Responsible for other reasonable related duties as assigned</li></ul>KNOWLEDGE, SKILLS, AND ABILITIES:<ul><li>Strong attention to accuracy and detail</li><li>Knowledge of the functions of various student services areas within a higher education institution</li><li>Excellent knowledge of general office and software applications</li><li>Ability to prepare and analyze reports</li><li>Possesses good organizational skills</li><li>Ability to prioritize duties</li><li>High level of customer service</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE &amp; CONDITIONS:<ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>Associate degree or higher and at least 1 year of related experience, or an equivalent combination of education and experience</li></ul>SalaryHiring salary range is $38,761-$44,576.&nbsp;Lone Star College provides a hiring salary range for all posted full-time non-faculty positions. Where your salary offer would fall in that range is determined by your related experience and education. Should you receive an offer of employment from Lone Star College, the resume submitted in the application process will be utilized to calculate your salary offer. The information outlined below will provide the Office of Human Resources everything needed to determine an accurate starting salary.Your resume should provide a complete picture of your work experience. The resume should include the following information for each position listed:<ul><li>Length of time (specific months and years) of employment</li><li>If the position was full time or part time</li><li>If the position was paid or unpaid</li><li>Level of degree completed including date earned.</li><li>Unofficial transcript for highest earned degree</li></ul>Additionally, any certifications listed as required or preferred in the Lone Star College job description should be included in the resume submitted.Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment and excellent work/life balance. This includes a full comprehensive and competitive benefits package, a generous number of paid holidays and vacation days, wellness programs, tuition waiver, professional development opportunities and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Coordinator I, Student Success First Year Experience

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-KingwoodLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Lone Star College-Kingwood, an innovative and dynamic community college located in the pine-forested suburbs of northeast Houston, has an opening for someone interested in working with a diverse group of colleagues who want to make a difference in the lives of students and grow professionally. Kingwood focuses on fulfilling individual dreams and enhancing community life and offers unique programs in respiratory care, computer gaming and dental hygiene.Location address is 20000 Kingwood Drive, Kingwood, TX 77339.Job DescriptionPURPOSE AND SCOPE:The Coordinator III provides oversight and facilitation of day-to-day and some long-term operations within a large and/or System-wide area of specialty, playing a strong role in leading and planning, development, evaluation and improvement. Assigned area and responsibilities will be extensive and/or highly specialized. May be responsible for the success of assigned area, ensuring smooth and efficient operations as well as compliance with policies, procedures and a variety of local, state and federal regulations. Coordinates logistics, services and support surrounding significant/diverse programs or departments. Makes and communicates process decisions based on best practices.ESSENTIAL JOB FUNCTIONS:<ul><li>Oversees daily and some long-term operations of assigned area. Actively maintains up-to-date knowledge of area and acts as a Subject Matter Expert within area and as a point of contact and liaison for internal and external constituents</li><li>Performs research relevant to area of specialty. Develops, monitors and maintains a variety of spreadsheets, databases, reports, and presents findings to internal/external constituents (may include LSCS Managers/Executives, community members, and/or outside groups and organizations)</li><li>Enters, tracks and maintains a variety of data, including documents, spreadsheets and databases</li><li>May be responsible for ensuring and maintaining compliance with local/state/federal compliance of processes and documentation within assigned area</li><li>Supervises, trains and develops department staff. Schedules and prioritizes work and activities and develops and organizes training materials</li><li>Creates methods of evaluation of assigned area. Analyzes results and makes recommendations for revisions to objectives and strategies, with a focus on continuous program improvement. Takes part (or takes Lead) in developing new programs.</li><li>Coordinates and manages various department and management calendars and schedules. Plans, schedules and coordinates various meetings/seminars/events, including site selection and preparation, marketing and training materials, and general support.</li><li>Monitors and controls resources such as office supplies and equipment needed within the department. Submits requisitions, and reviews and approves/denies purchase requests in accordance with the budget.</li><li>Manages or assists with management of the department budget</li><li>Takes part in and/or leads special projects as needed</li><li>Responsible for other reasonable related duties as assigned</li></ul>KNOWLEDGE, SKILLS, AND ABILITIES:<ul><li>Strong attention to accuracy and detail</li><li>Excellent knowledge of general office and software applications</li><li>Ability to prepare and analyze reports</li><li>Possesses excellent organizational skills</li><li>Strong multi-tasking abilities with the ability to prioritize duties</li><li>High level of customer service</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE &amp; CONDITIONS:<ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:<ul><li>Bachelor's degree and at least 1 year of experience, or an equivalent combination of experience and education</li></ul>SalaryHiring salary range is $48,152 - $55,375.Lone Star College provides a hiring salary range for all posted full-time non-faculty positions. Where your salary offer would fall in that range is determined by your related experience and education. Should you receive an offer of employment from Lone Star College, the resume submitted in the application process will be utilized to calculate your salary offer. The information outlined below will provide the Office of Human Resources everything needed to determine an accurate starting salary.Your resume should provide a complete picture of your work experience. The resume should include the following information for each position listed:<ul><li>Length of time (specific months and years) of employment</li><li>If the position was full time or part time</li><li>If the position was paid or unpaid</li><li>Level of degree completed including date earned.</li><li>Unofficial transcript for highest earned degree</li></ul>Additionally, any certifications listed as required or preferred in the Lone Star College job description should be included in the resume submitted.Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment and excellent work/life balance. This includes a full comprehensive and competitive benefits package, a generous number of paid holidays and vacation days, wellness programs, tuition waiver, professional development opportunities and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Coordinator III, Business Operations

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost 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.

Fidelity Investments

Financial Services Representative - Austin, TX (Domain)

Financial Services Representative - Irving, TX

Financial Services Representative - Fort Worth, TX

Financial Services Representative - Southlake, TX

Financial Services Representative - Plano, TX

Financial Services Representative - Austin, TX (Downtown)

<h3>Job Description:</h3>The RoleThe Senior Associate, Retirement &amp; Institutional Custody Product Management is a key member of the product team and will support the development and management of a holistic suite of retirement &amp; institutional custody services intended for intermediary Fidelity clients such as RIAs, BDs, independent record keepers, banks, trust companies &amp; family office firms. The associate will interface directly with clients, vendors and internal stakeholders in sales, relationship management, operations and service to oversee the daily requirements of product management as well as coordinate on net new initiatives. This role will help drive the next iteration of products and services we offer these firms in addition to ensuring the current products and platforms operate to product and client specifications.The Expertise and Skills You BringThis role will support product management and development across the suite of individual &amp; self-directed brokerage retirement products as well as institutional custody services that focus on recordkeepers. The ideal candidate should have strong knowledge of retirement products, the third party administrator model, wealth management services, operations, trust accounting, regulatory and compliance reporting.<ul><li>Bachelor’s degree (or its equivalent).</li><li>5+ years of experience with RIAs, Broker Dealers, independent record keepers, third party administrators, bank and trust company firms as brokerage clients</li><li>Experience with Defined Contribution and Defined Benefits retirement plans and the many operational nuances they bring to the plan, the record keeper and the advisor.</li><li>Trust Accounting experience is a Plus</li><li>Working knowledge and work experience with individual retirement accounts and self-directed brokerage accounts</li><li>Experience with brokerage technology and a basic understanding of vendor integrations, third party record keeping and trust accounting software and the complex nature of third-party integrations is required.</li><li>Experience with principal and income accounting, beneficiary disbursements, trustee and investment management fee calculations, administrative and investment reviews, bank regulatory reporting (RC-T, 13G, 13F), income tax returns for trusts.</li><li>Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable platform adoption.</li><li>Ability to collaborate with vendors to ensure client demands are met and projects are coordinated across all parties.</li><li>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment.</li><li>You are curious, driven, collaborative in nature and an excellent teammate.</li><li>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period.</li><li>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and internal stakeholders spanning Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience . Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence.<h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<h3>Category:</h3>Product ManagementMost 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.

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