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<h3>Job Description:</h3>The RoleManager, Account OpeningThe primary mission of the Investment Operations team is helping people, help people. We are looking for a dynamic and client-focused leader to lead our Account Opening team. This leader will oversee a team of skilled professionals responsible for opening new client accounts, ensuring a seamless and exceptional client experience from initiation to completion. The ideal candidate will have a deep understanding of the client journey, a passion for delivering outstanding service, and expertise in handling complex operational situations. In addition to day-to-day oversight, the Manager will drive critical initiatives to improve process efficiency, enhance the onboarding experience, align account opening practices with broader business goals, and ensure risks are well managed. This role requires a collaborative leader who can inspire high-performing teams and effectively lead cross-functional projects in a fast-paced environment.<ul><li>Responsible for all talent management and development practices including recruiting, coaching, development, and performance management</li><li>Develop and implement the strategy for the account opening process with clear objectives and key performance indicators for the team. Use data-driven approaches to identify trends, forecast needs, and drive strategic decisions.</li><li>Identifies, prioritizes, and drives key advances in process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Implement new tools, technologies, and methodologies to enhance procedures and team effectiveness</li><li>Design and lead efforts to fully automate and digitize the account opening experience and related procedures</li><li>Lead, coach, and develop high-performing team members as well as cultivate a collaborative and client-centric team culture.</li><li>Defines and establishes accountability to the successful achievement of multiple team goals and objectives.</li><li>Track team performance and account opening metrics, providing regular reports and actionable insights to senior management.</li><li>Establishes and maintains strong relationships within Account Lifecycle and cross-functionally</li><li>Resolves highly complex or non-routine operational issues or inquiries from senior-level or key partners, as needed, including addressing client concerns or urgent requests</li><li>Provides guidance on internal activities and initiatives to improve the overall associate and client experience</li><li>Maintains familiarity with industry practices and seeks opportunities to continuously innovate and improve lifecycle management strategies</li><li>Serves as back-up for Account Lifecycle leadership</li></ul>The Expertise and Skills We are Looking For:<ul><li>You approach every situation with a client first perspective</li><li>Bachelor’s degree in Business, Management, or a related field is preferred.</li><li>5+ years of experience in the financial services or related industry with a deep breadth of knowledge in operations</li><li>Demonstrated experience in account opening, account implementations, or account management roles, with at least 3 years in a leadership capacity</li><li>Strong leadership and people management skills with a track record of developing high-performing teams.</li><li>Positive relationship building with an ability to work with cross-functional teams</li><li>Proven experience leading multiple complex projects simultaneously with proficiency in data analysis and reporting capabilities</li><li>Extensive experience developing cases, insights, and change proposals as well as delivering influential messages with senior leaders</li><li>Experience partnering with light automation and technology teams to develop and drive process enhancements</li><li>Familiar with process improvement techniques and frameworks</li><li>Advanced project management skills, with experience in XTRAC, Salesforce, Archer, Jira, and other client account tools</li><li>Works with a high sense of urgency and demonstrates good judgment in decision making or problem resolution</li><li>Possess strong and effective verbal and written communication skills</li><li>Critical thinker with excellent follow through skills</li><li>Strong attention to detail, organizational skills, &amp; planning and time management</li><li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting, Charitable Investment Advisor Program, and Complex Assets</li><li>Available and flexible with overtime as requested</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Manager, Account Opening

Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference. We offer team members: <ul><li>Careers with purpose</li><li>Teamwork environment</li><li>Amazing 401K Retirement Plan</li><li>Envision Paid Life Insurance</li><li>Medical, Dental, Vision, FSA Plans</li><li>10 Paid Holidays</li><li>PTO &amp; Vacation</li><li>Tuition Reimbursement</li></ul> POSITION SUMMARY The Inside Sales Coordinator serves as a vital link between the sales team, clients, and internal departments to ensure seamless sales operations and exceptional customer service. This role involves managing sales inquiries, coordinating with customers, and supporting the sales team to achieve revenue and growth objectives. KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE Sales Support <ul><li>Handle inbound sales inquiries via phone, email, and online platforms, providing accurate product and service information.</li><li>Prepare and send quotations, proposals, and sales agreements.</li><li>Coordinate with the sales team to qualify leads and ensure timely follow-ups.</li><li>Track sales orders, ensuring accuracy and timely delivery to clients.</li><li>Maintain and update customer records in CRM systems.</li></ul> Customer Relationship Management <ul><li>Build and maintain strong relationships with new and existing clients.</li><li>Address customer inquiries, resolve complaints, and provide after-sales support.</li><li>Identify customer needs and recommend appropriate products or services.</li></ul> Coordination and Reporting <ul><li>Collaborate with logistics, finance, and operations teams to ensure smooth order processing and fulfillment.</li><li>Monitor and report on sales performance metrics, including pipeline activity, sales trends, and customer feedback.</li><li>Assist in the preparation of sales forecasts and budgets.</li></ul> Administrative Tasks <ul><li>Schedule and organize meetings, presentations, and training sessions for the sales team.</li><li>Ensure all sales documentation and files are up-to-date and compliant with company policies.</li><li>Support marketing campaigns by coordinating leads and tracking campaign performance.</li><li>Flexibility to perform other job duties as assigned.</li></ul> JOB REQUIREMENTS INCLUDE Education: <ul><li>High school diploma or GED equivalent required </li><li>Bachelor’s degree in business administration, marketing or related field preferred; however, a combination of education and experience wherein the skills and abilities to perform the responsibilities and functions have been adequately demonstrated is acceptable.</li></ul> Desired Experience: &nbsp; <ul><li>2+ years of experience in inside sales, sales coordination, or customer service.</li></ul> Knowledge/Skills: <ul><li>Proficiency in CRM software (e.g., Pipe Drive, Salesforce, HubSpot).</li><li>Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).</li><li>Familiarity with ERP systems is a plus.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and multitasking abilities.</li><li>Detail-oriented with a focus on accuracy and efficiency.</li><li>Ability to work independently and as part of a team.</li><li>Sales-oriented mindset with a focus on customer satisfaction.</li><li>Ability to handle high-pressure situations with professionalism.</li><li>Analytical and problem-solving skills to address client needs effectively.</li></ul> Licenses/Certifications: &nbsp;N/A SUPERVISORY RESPONSIBILITIES Total Number of Employees Directly Supervising: &nbsp;&nbsp;0&nbsp; Number of Subordinate Supervisors Reporting to Position: 0&nbsp;&nbsp;&nbsp;&nbsp; VISION REQUIREMENTS INCLUDE Can be performed with or without assistive technology: &nbsp;X Required to perform activities such as preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact. ___Required to perform activities such as operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery. ___&nbsp;&nbsp;&nbsp;&nbsp; Required to review/inspect own assigned work, the work of others, or facilities or structures. Requires normal (or corrected to normal) vision/acuity: ___&nbsp; Required to operate motor vehicles and/or heavy equipment such as forklifts. COMMENTS Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.This position description is intended to convey generally the duties of this job.&nbsp; It is not an all-inclusive listing of duties, and it is not a contract, expressed or implied. “We aspire to be a world-class, recognized leader in the blind and low vision field, leading with employment and rehabilitation, through collaboration for the benefit of our employees, our partners, our community, and our industry.” “To improve the quality of life and provide inspiration and opportunity for people who are blind or visually impaired through employment, outreach, rehabilitation, education and research.”&nbsp; Envisions Core Values are the authentic, unwavering principals that define and support our culture.&nbsp; &nbsp; <ul><li>Integrity&nbsp;</li><li>Curiosity&nbsp;</li><li>Passion</li><li>Initiative</li><li>Teamwork</li><li>Excellence&nbsp;</li></ul> PHYSICAL REQUIREMENTS INCLUDE In an average workday, employee must: Task None Occasional Frequent Constant Stand x Walk x Sit x Bend/stoop x Climb x Reach above shoulders x Squat/crouch/kneel x Push/pull x Lift x Usual amount 11-25 lbs. Carry x Usual amount 11-25 lbs. Employee must use hands for repetitive action such as: Task Right Hand Left Hand Simple grasping Yes Yes Firm grasping Yes Yes Fine manipulation No No WORKING CONDITIONS INCLUDE In an average workday, employee is exposed to: Task None Occasional Frequent Constant General shop or store conditions x General office environment x Humid, extreme hot/cold temps (non-weather) x Outdoor weather conditions x Fumes or airborne particles x Fluorescent lights x Moving, mechanical parts x Toxic chemicals x Loud noise intensity levels x Risk of electrical shock x Travel for job x

Envision

Coordinator, Inside Sales

<h3>Job Description:</h3>The Proposal Consultant will develop and produce effective sales materials, primarily Requests for Proposals, in support of Fidelity Workplace Investing’s overall business goals. Each document is customized and includes a set of unique requirements specifically designed to provide Fidelity’s external customers, including: employers, plan sponsors, and third-party consultants/advisors with a clear understanding and detailed description of the value proposition Fidelity brings to its clients and how our product and service delivery model works.The TeamThe Proposal Consultant is responsible for the management, completion, and production of proposal requests for some of our most visible and complex opportunities from internal business partners, including Account Executives, Solution Architects, Product and Services Consultants, Managing Directors, and Senior Management. The Proposal Consultant excels in developing strong relationships with internal clients, facilitating effective communication, and successfully managing projects in an extremely fast paced environment with little supervision. The Proposal Consultant is also in charge of training and mentoring new associates and serving as a team leader or coach for others on the team. He/she also takes the lead on initiatives that drive efficiencies and improve processes across the team and broader organization. The Expertise You Have <ul><li>Bachelor’s Degree required; degree in Marketing, English, or Journalism preferred</li><li>Three plus years financial industry experience and/or three to five years proposal management experience</li></ul>The Skills You Bring <ul><li>You can demonstrate strong written and verbal communication skills</li><li>Outstanding organizational and time management skills</li><li>Excellent project management skills and you display the ability to effectively manage all moving parts and complete all deliverables within tight timeframes</li><li>You must have strong interpersonal skills and ability to communicate effectively with business partners and team members at all levels of the organization</li><li>Strong collaboration and networking skills; you have the ability to appropriately manage expectations with individuals at a higher level in the organization</li><li>You are a strong individual contributor within a team environment and ability to work with minimal supervision</li></ul>The Value You Deliver <ul><li>Working with the Account Executive, Solutions Architect, and Product &amp; Service Consultant to develop strategy plan appropriate for project requirements</li><li>Assuming overall responsibility for proposal activities such as: planning, organizing timeline and project deliverables</li><li>Researching appropriate project responses through supplied databases as well as other identified sources</li><li>Displaying strong product and technical knowledge within the supported market and applicable Fidelity services</li><li>Concurrently managing multiple projects to meet deadlines while achieving desired output</li><li>Ability to manage documents to eliminate redundancies, ensure responses align with questions, and leverage key learnings from previous efforts and apply to future projects</li></ul>The base salary range for this position is $47,000-$74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Sales Support

Proposal Consultant

<h3>Job Description:</h3>The RoleAs a critical position within the firm, acts as the primary strategic contact for Fidelity’s largest and most valuable custody clients. Develops a detailed understanding of client's business and strategic initiatives to develop a proactive engagement plan that enhances overall relationship and includes positioning of Fidelity solutions and products. Responsible for business development, client growth, client retention, client satisfaction, risk management, acting as lead representative to broader Fidelity enterprise. Consults on industry trends, products, platforms, technology and regulatory matters. Strategically engages with senior leaders within Fidelity.Job Responsibilities<ul><li>Contributes to segment and organizational goals/initiatives around growth, profitability, client satisfaction and retention.</li><li>Employs a client engagement model and strategy, ensuring the right activities, level of engagement and resource consumption based on client value.</li><li>Conducts regular client business reviews to discuss and develop the overall Fidelity relationship.</li><li>Drives executive leadership engagement at Fidelity events and keeps firms apprised of topical events/webinars to support staff development and growth.</li><li>Drives asset growth by identifying and competing for new assets and securing Fidelity as preferred custodian.</li><li>Develops a deep understanding of client business model, evaluating key aspects of their business, and leveraging consulting and discovery tools and best practices to develop the overall Fidelity relationship.</li><li>Aligns Fidelity and trusted third-party resources to meet client business needs.</li><li>Positions Fidelity investment and platform products/solutions, introducing Fidelity subject matter experts, advancing opportunities, and driving adoption.</li><li>Identifies and implements additional revenue sources within client relationships to increase overall revenue.</li><li>Manages client profitability and key business metrics, ensuring healthy client economics, seeking ways to improve.</li><li>Documents client activities, business opportunities and all communications with clients on a timely basis.</li><li>Highlights Fidelity events and webinars and drives attendance.</li><li>Proposes and coordinates consulting engagements with Fidelity subject matter experts based on business need (e.g., Practice Management, Technology, Investments).</li><li>Oversees client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.</li><li>Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).</li><li>Cultivates collaborative relationships with key internal business partners.</li><li>Fosters sharing of best practices across the segment and broader organization. Recommends product/service improvements.</li><li>Commits to ongoing professional development (i.e., learns and articulates Fidelity value vs. competition, expands skills/knowledge/credentials).</li></ul>The expertise and skills you bring<ul><li>10-15 years successful sales or relationship management experience in the financial services industry. Strong knowledge of the RIA, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence.</li><li>Prior leadership experience</li><li>BS Degree required</li><li>Series 7 &amp; 63 required</li></ul>The TeamInstitutional Wealth Management Services (IWMS) helps wealth management firms and institutions navigate the changing industry landscape to grow their businesses and meet their clients’ financial needs. In addition to our insights, expertise and exceptional client experience, we provide investment and technology products and solutions, clearing and custody services, and institutional trading products, services and execution to thousands of firms.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Vice President, Senior Relationship Manager

Company Description Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological transformation. Within this framework, Veolia's Water Technology Business brings together a dedicated team of experienced professionals committed to tackling the world's most complex challenges related to water scarcity, quality, productivity, and energy. Together, we pursue a shared mission to create a more sustainable future. Job Description Ready to make a splash in water treatment? At Veolia, we're on a mission to create a cleaner, more sustainable world by helping cities and industries efficiently manage their resources. We take immense pride in our diverse and inclusive team, celebrating the valuable contributions of individuals from all walks of life. We welcome diverse applicants to fuel our success, especially those interested in applying their expertise and problem-solving skills to our on-site technical roles! Join Veolia as an Account Manager and take your career to new heights. We value candidates with technical experience or formal education in a STEM concentration, who share a genuine passion for environmental sustainability and a consultative customer approach. As an Account Manager, you'll play a crucial role in driving innovation and sustainability. Working closely with our customers, you'll create advanced equipment and chemical treatment solutions across various industries. Beyond managing the sales lifecycle, you'll serve as a technical advisor, understanding customer needs and delivering creative solutions to improve energy and water efficiency, enhance profitability, and protect our natural resources. Joining our Account Management Team comes with excellent benefits and perks, including: <ul><li>Career Growth &amp; Global Impact: Propel your career forward while making a positive global impact. Benefit from top-tier training and the freedom to work remotely, alongside opportunities for meaningful travel to learn from industry experts.</li><li>Supportive Culture &amp; Rewards: Thrive in a culture that prioritizes safety and support, coupled with competitive compensation and immediate access to comprehensive benefits. Enjoy flexible work arrangements, incentive programs, and a robust retirement plan, fostering well-being and recognition.</li><li>Autonomy &amp; Enhanced Benefits: Experience the autonomy of remote work and flexible scheduling, coupled with extensive travel opportunities across North America. Benefit from a company vehicle for both professional and personal use, showcasing our commitment to employee perks.</li></ul> Key Responsibilities: <ul><li>Navigating Treatment Complexities: Harness your knowledge and skills to navigate the complexities of water treatment, ensuring customer safety and adherence to environmental regulations through the application of cutting-edge technologies.</li><li>Field-based Adventure: Step outside the office into the field, working on commercial sites with field test equipment and water treatment tools. Embrace proactive problem-solving and innovation.</li><li>Team Collaboration for Growth: Join a collaborative team, sharing best practices and creating customized solutions in daily meetings. Partner with colleagues of diverse backgrounds to enhance account growth with exceptional solutions.</li></ul> Qualifications Core Requirements: <ul><li>Bachelor's Degree, or equivalent, in Engineering (Chemical, Industrial, or Mechanical), Biology, Environmental Science, Technology, or Chemistry. Equivalent experience in the field will also qualify.</li><li>Ability and willingness to work in a range of environments, including heavy industrial facilities, light manufacturing facilities, and commercial &amp; institutional properties.</li><li>Valid driver's license and willingness to travel.</li></ul> Additional Information Other Useful Skills &amp; Abilities: <ul><li>Experience in direct sales, customer service, account management, or industry operations is a plus!</li><li>Proficiency in computer skills, including Google Docs, Google Sheets and Google Slides</li><li>Inclusive communication and technical (computer) skills will come in handy.</li></ul> We are proud of our diverse and inclusive team, and are committed to continuing to foster a work environment that celebrates and values diversity. We believe that the diverse perspectives and experiences brought by our team members contribute to our success and drive innovation. Come be part of something special - start your journey today! As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination.

Account Manager - Water Treatment Chemicals

<h3>Job Description:</h3>Are you passionate about solving the pain of income insecurity for America’s workers? Do you love inspiring, motivating, and coaching “athletes” who are the future stars in their chosen profession? If the answer to both questions is “yes” then this is the right role for you!<h3>The Team</h3><h3>Fidelity Workplace Investing’s Core Market Sales is a collaborative, conscientious, fast paced and exciting environment! We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. This role is part of a phenomenal team of sales leaders who are collectively responsible for leading the Regional Account Executives within Fidelity’s Workplace Core business. In this role you will have direct responsibility for a team of hard-working sales professionals who bring the value of Fidelity’s retirement solutions to advisors and prospects in the $1-7M plan market in the Western United States. The team you will lead primarily sells through virtual meetings (Zoom), but also travel in their territory once per quarter. You will be an important leader on the Core Sales team with ownership and responsibility for strategy, execution, and sales results.</h3><h3>The Expertise You Have</h3><ul><li>Track record of building high performing, diverse, and collaborative teams</li><li>Love of coaching, development, and mentoring</li><li>A strong sales process mentality combined with a dynamic and flexible operating style</li><li>Series 7, 63 &amp; 24 licenses need to be acquired upon accepting the role</li><li>Previous sales leadership experience and knowledge of the retirement benefits landscape are highly desirable</li></ul><h3>The Skills You Bring</h3><ul><li>Excellent mentoring practices that are proven to accelerate the skills of sales professionals</li><li>Phenomenal listening &amp; communication / story-telling skills that foster trust with advisors, clients, business partners, and team members</li><li>Strong relationship skills that help you collaborate with business partners internally and externally</li><li>Creative problem solving with an ability to combine analytical and critical thinking</li><li>Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities</li><li>Curiosity about people, business, economics, and our product solutions</li></ul><h3>The Value You Deliver</h3><ul><li>Crafting an environment for our associates that enables and motivates them to do their best work</li><li>Serving our Core advisor partners and clients in ways that support their ability to grow and provide excellent experiences for their clients and employees</li><li>Collaborating with business partners across Fidelity to advance Fidelity’s brand and operating quality</li><li>Spreading a growth mindset and abundance mentality across our teams</li></ul><h3>Certifications:</h3><h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Vice President, 401K Sales Manager

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to Westlake, TX regional Center.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Director, Advanced Planning - REMOTE - Westlake, TX

<h3>Job Description:</h3><h3>The Role</h3>Do you enjoy helping clients take on relevant issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive, efficient and data driven customized and optimized administrative solutions!The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; MBA a plus</li><li>Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)</li><li>Minimum 3 years formal project management</li><li>Understanding of equity compensation and stock plan administration</li><li>You have an expansive depth and breadth of Stock Plan administration knowledge</li><li>You have outstanding project management skills</li><li>Your analytical and problem-solving skills are a key strength</li><li>You have proven experience in recommending administrative, benefits process and/or methods that align to outsourcing product/services solutions.</li><li>You exceed at navigating and leading client and/or vendor relationships successfully​</li></ul>The Value You Deliver <ul><li>Collaborating with different levels of management within a variety of businesses or functions to find opportunities for innovation and growth</li><li>Building and maintaining successful relationships with clients, vendors and internal partners</li><li>Preparing project material, execution of analytical efforts, and actively lead client meetings</li><li>Proactively supervising progress of projects, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project</li><li>Identifying, validating and recommending changes to process designs (client, vendor, internal) that improve administrative or data quality current state and ongoing maintenance</li><li>Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team in order to design/obtain agreement on/develop processes that deliver integrated results where encouraged</li></ul>The TeamThe Fidelity Workplace Consulting Group is composed of over 600 professionals who counsel clients on the management of their benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle. This position is part of the Data Consulting practice which works with clients to help customize and optimize their workplace benefits administration. The team works closely with members of our Workplace Consulting organization, clients, Relationship Management and WI DC/DB/SPS Operations teams to deliver our highly customized solutions to our clients. Our greatest asset is our ability to work under tight deadlines and respond quickly to client inquiries and requests with operational excellence.Note: Fidelity will not provide immigration sponsorship for this position.The base salary range for this position is $71,000-$120,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Consultant/Project Manager, Stock Plan Services  - Fidelity Workplace Consulting

Company Description Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological transformation. Within this framework, Veolia's Water Technology Business brings together a dedicated team of experienced professionals committed to tackling the world's most complex challenges related to water scarcity, quality, productivity, and energy. Together, we pursue a shared mission to create a more sustainable future. Job Description Join Veolia as an Account Manager and take your career to new heights. We value candidates with technical experience or formal education in a STEM concentration, who share a genuine passion for environmental sustainability and a consultative customer approach. We're not just selling products - we're pioneering sustainable solutions that protect our planet's most precious resources. Our Account Management team are at the forefront of this mission, working hand-in-hand with customers to develop cutting-edge equipment and chemical treatment solutions across diverse industries. More than sales professionals, you'll be technical advisors who deeply understand customer needs and deliver creative solutions that optimize profitability, productivity, and environmental stewardship. If you're passionate about sustainability and thrive on solving complex challenges, this is your chance to make a real impact. What We'll Offer: <ul><li>Autonomy &amp; Flexibility: Manage your schedule, and blaze your own trail.</li><li>Continuous Growth: Access industry-leading training, travel opportunities, and a vast network of water technology experts.</li><li>Rewarding Compensation: Enjoy competitive pay, sales incentives, a generous retirement plan, and a company car.</li></ul> What You'll Do: <ul><li>Consult on-site, applying innovative technologies to solve water and process treatment needs while prioritizing safety and environmental best practices.</li><li>Hands-on work with test equipment, chemical feed systems, and other cutting-edge tools.</li><li>Proactively implement preventative maintenance, optimize operations, and utilize predictive analytics to stay ahead of the curve.</li><li>Collaborate with cross-functional teams, share best practices, and drive account growth through creative solutions that delight customers.</li><li>Celebrate success through industry-recognized "Proof Not Promises" awards, recognizing your environmental and operational impact.</li></ul> Qualifications <ul><li>Bachelor's Degree, or equivalent, in Engineering (Chemical, Industrial, or Mechanical), Biology, Chemistry, Environmental Science, Technology, preferred. Minimum 10+ years of direct experience in the field and water treatment industry will also qualify, high school education is required.</li><li>Ability and willingness to work in a range of environments, including heavy industrial facilities, light manufacturing facilities, and commercial &amp; institutional properties.</li><li>A full valid driver's license and willingness to travel (a learner's permit or G1/G2 class will not qualify).</li></ul> Additional Information <ul><li>Experience in direct sales, customer service, account management, or industry operations is a plus!</li><li>Proficiency in computer skills, including Google Docs, Google Sheets and Google Slides</li><li>Inclusive communication and technical (computer) skills will come in handy.</li></ul> At Veolia, we realize diverse teams make smarter decisions, deliver better results, and build stronger communities. We're an organization that champions diversity and inclusion at every rung of the ladder and are proud to be an equal opportunity workplace. Because our people are our greatest assets, we also offer competitive compensation and benefits that include: <ul><li>Medical, Dental, &amp; Vision Insurance Starting Day 1!</li><li>Life Insurance</li><li>Paid Time Off</li><li>Paid Holidays</li><li>Parental Leave</li><li>401(k) Plan - 3% default contribution plus matching!</li><li>Flexible Spending &amp; Health Saving Accounts</li><li>AD&amp;D Insurance</li><li>Disability Insurance</li><li>Tuition Reimbursement</li></ul> Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law. ****Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) for this opportunity**** VWTS does not accept unsolicited resumes from external recruiting firms. All vendors must have a current and fully executed MSA on file before submitting candidates. Any unsolicited resumes and candidate profiles will be deemed the property of VWTS, and no fee will be due. All your information will be kept confidential according to EEO guidelines. As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination.

Account Manager - Industrial Water Treatment/Chemical Sales

Join Our Cause!&nbsp; Do Good, Be Good, Make Good!As we continue to grow, we are still looking&nbsp;to add additional individuals to our Sales Desk Team.&nbsp; We are looking to hire energetic and ambitious individuals into our vibrant, growing culture rooted in Servant Leadership.&nbsp; Since our inception in 1848, we have been delivering on our promises to our customers.&nbsp; Come be a part of our continued growth and success!Internal Sales Support Associate (Base + Quarterly Variable Bonus)MAY 2025 TRAINING CLASSPlease note that we do not offer visa sponsorship for this position.You’re encouraged to apply if you are:Energetic and Passionate: Use your knowledge and energetic work ethic work ethic to support agents and Field Leaders who sell our life and annuity products.Competitive go-getter: Ready to earn a base salary plus a quarterly variable bonus? You will have the chance to engage in friendly team competitions to win rewards and recognition.&nbsp;People Person: Put that emotional and social intelligence to good use by helping agents grow their business with National Life through providing solutions and business development opportunities.Relationship Builder: You’ll carry out the Sales Desk mission of winning the sale by building relationships based on authenticity, seamless service and acting with a sense of urgency.&nbsp;Growth Driven: The Sales Desk is the farm team for the organization. Your drive and performance can lead to opportunities to move into an External Field Leader role or to other Home Office positions. We are committed to developing internal talent – our people are our secret sauce.&nbsp;What You’ll Find at National Life Group<ul><li>Competitive pay and outstanding health, wellness, and insurance benefits</li><li>Formalized training program to position you for success</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li></ul>Key Responsibilities:<ul><li>Provide sales support for an external wholesaler (Field Leader).</li><li>Promote Life and Annuity products through webinars and inbound/outbound calls.</li><li>Manage inbound calls</li><li>Demonstrate proficiency in sales skills, identifying sales opportunities, and cross-selling skills with agents</li><li>Manage and execute effective outbound call campaigns</li><li>Be skilled at presenting in both small and large group settings</li><li>Capture all activity and agent profile information into Salesforce.com</li><li>Perform other duties as required</li></ul> <ul><li>Requirements:</li><li>1-3 years financial services experience (preferred)</li><li>3+ years successful sales experience (preferred)</li><li>Strong presentation skills as well as excellent communication skills</li><li>Ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales</li><li>Interpersonal Flexibility</li><li>Broad knowledge of capital markets (preferred)</li><li>Previous experience with life and/or annuity illustration software (preferred)</li><li>Bachelor’s degree (preferred)</li><li>Life and Health Licensed (preferred)</li><li>CLU, ChFC, CFP designations (preferred)</li><li>Up to 10% travel required</li></ul> <h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

19 Sales Jobs in Addison, TX, USA