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<h3>Job Description:</h3>The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales &amp; Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.The Regional VP will report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth. Primary Responsibilities<ul><li>Responsible for the hiring, training, performance management, coaching and development of ES staff. Responsible for on boarding and cultural integration of new ES associates</li><li>Accountable for overall business results within their territory – including but not limited to loyalty and AUA/AUM growth</li><li>Overall responsibility for ensuring consistent use and implementation of technology, training, and other new initiatives/priorities </li><li>Support the ES team to drive improvements to the overall offering, products, systems, processes, policies, and procedures that can help enhance the Executive experience, Plan Sponsor experience, business growth and associate satisfaction</li><li>Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits. Manage all relationship and sales practice and Plan Sponsor escalations. Oversight for all audit related issues; institute processes to ensure compliance as required</li><li>Manage cross-company partnerships and alliances designed to acquire and drive business opportunities. Develop and maintain business partner relationships and participate in corporate leadership activities (multi market/local events, national and channel meetings, market meetings, etc.) translating and communicating information and strategy for ES staff</li><li>Provide input to help shape the evolution of the Executive Services offering</li><li>Oversee the management of the physical space both internally and externally</li></ul>Other Responsibilities<ul><li>Partner with PWI teams to help define launch/implementation plan details including positioning, key messages, and marketing materials</li><li>Participate as needed in sales and relationship management activities with Plan Sponsors and Executives</li><li>Work across PWI to analyze current state and identify potential improvements. Participate in cross-functional working teams to clarify and validate new initiatives</li><li>Help develop and monitor new deliverables to ensure appropriate design and implement pilot programs to evaluate effectiveness</li><li>Partner with LRC to implement and deliver new policies, technologies, and operational efficiencies to comply with ongoing/evolving regulatory obligations</li><li>Following standard practices, help prepare any necessary information, reports, or proposals to address client issues or business development opportunities</li><li>Help manage ES infrastructure including relationship management, processing, and service</li><li>Establish and maintain working relationships internally (product, marketing, and distribution and externally (key centers of influence at Plan Sponsors)</li></ul>Education and Experience<ul><li>Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Advisor) licenses required. </li><li>Bachelor's degree and advanced degree preferred. CFP, CFA or equivalent recommended. </li><li>Deep knowledge in institutional sales &amp; relationship management, wealth planning and benefits guidance preferred. </li><li>A minimum of 10+ years of relevant financial services experience required and proven track record in sales management. Relevant HNW client experience in dealing with complex wealth management issues. </li><li>Proven track record of building and maintaining high-performing teams</li></ul>Skills and Knowledge<ul><li>Solid understanding of workplace benefits plans, High Net Worth products and services, consultative skills, and planning/guidance tools. </li><li>Superior presentation and communication skills with the ability to interface at any level within and outside the firm</li><li>Strong interpersonal skills and a team player</li><li>Ability to navigate through a complex, multi-level business environment to deliver results</li><li>Ability to work through ambiguity and manage multiple conflicting priorities</li><li>Comfortable operating independently while effectively collaborating with business partners to achieve goals</li><li>Strong analytical capabilities</li><li>Excellent planning, organizing and time management skills</li><li>Strong Microsoft Excel and PowerPoint skills, with the ability to create executive-level/ UHNW communications and presentations. </li><li>Ability to travel up to 50% </li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<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.

Fidelity Investments

Regional Vice President, Executive Service - Northeast Region

<h3>Job Description:</h3>The RoleSVP, Alternatives Institutional Portfolio ManagerThe SVP Alternatives IPM will work closely with Fidelity’s private equity multi-strategy fund and direct real estate investment teams to support the growth of the products to institutional and intermediary customers. This role will suit candidates with entrepreneurial energy and accountability who are excited to build a business with the support and backing of a leading financial services company. In addition, this professional must have the willingness and desire to manage the workload of a start-up coupled with an agile mindset to move between a smaller team environment to the wider established financial services company.The TeamLocated in Boston, MA, the Alternative Product Development Team ('Alternatives') is part of Fidelity’s Enterprise Services Division that manages the firm’s growth initiatives sponsoring new business creation and innovation. The Alternatives team works closely with Fidelity’s Asset Management Division as well Fidelity’s proprietary alternative investment companies within the Devonshire Investments to bring alternative real estate and PE multi-strategy investments to market.The Purpose of Your Role and the Value You DeliverThe Institutional PM will be one of the senior advocates of Fidelity’s private equity multi-strat and direct real estate products, representing them to existing and prospective institutional and intermediary clients and gatekeepers, internal distribution, operations, marketing and asset management business partners. The Institutional PM will be vital to supporting the growth of Fidelity’s private markets offering.Primary Responsibilities <ul><li>Contribute to the go-to-market sales strategy for the private equity multi-strategy and direct real estate products which will include working with various sales organizations internally to define target market segments and specific prospects, and creating pricing structures and key terms.</li><li>Work with various sales and portfolio teams on complete alternative selling process from sourcing and meeting with prospective investors, educating internal sales teams, working through prospect’s due diligence process to client reporting.</li><li>Meet with existing clients to provide portfolio and performance updates.</li><li>Work with marketing on creating the client facing collateral.</li><li>Provide client and consultant feedback to senior leaders.</li><li>Identify thought leadership and other events to drive awareness of Fidelity’s capabilities.</li><li>Partner with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases.</li><li>Collaborate on new products and be creative in bringing value to our clients.</li></ul>The Expertise We’re Looking For<ul><li>Series 7, Series 24, Series 63</li><li>Experience in the private markets industry, specifically real estate, infrastructure or private equity</li><li>15+ years’ experience working within alternatives in product development, relationship management and sales</li><li>Ability to explain complex products and structures for various levels of staff and clients</li><li>Excellent writing skills and experience in creating product promotion materials, articles and in public speaking</li><li>Deep understanding of private market regulations.</li></ul>The Skills You Bring<ul><li>Outstanding collaboration skills, with an ability to work with and across portfolio managers, product development, senior managers, legal and compliance, salespeople and relationship managers across various channels.</li></ul><ul><li>Experience with owning outcomes and driving solutions.</li><li>Experienced analytical skills and attention to detail.</li><li>Always seeking accurate, complete, and timely information.</li><li>Address concerns and questions from clients in a thorough and thoughtful manner.</li><li>You are a hands-on contributor who enjoys working with a high-performing team and delivering results.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Private EquityFidelity’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.

SVP, Alternatives Institutional Portfolio Manager

<h3>Job Description:</h3>Job Description:At Fidelity’s Artificial Intelligence Center of Excellence (COE), you won’t be just tinkering around the edges, you’ll be building critical solutions that will benefit our clients for years to come. We work closely with business stakeholders, collect requirements and deliver high value AI/ML solutions that drive customer and business value. Those of us who love to work with data see this as the pinnacle of opportunities that you cannot find anywhere else in the industry.The AI COE is seeking a Senior Data Scientist with experience in Conversational AI, Generative Large Language Models, Natural Language Processing, Machine learning, various deep learning related technologies, predictive and prescriptive analytics.The Expertise You Have· PhD in Computer Science with extensive research papers on Natural Language Processing, OR Master’s Degree in Computer Science, Statistics, Data Science or similar technical discipline with at least 3 years relevant professional experience· Deep understanding of Machine Learning, Deep Learning algorithms, and Large Language Models both in terms of application and training ground up.· Understanding of fundamental NLP and machine learning algorithms – classification, summarization, semantic parsing, question answering· Familiarity with running machine learning models from HuggingFace and other popular libraries. Understanding different LLMs and their pros and cns.· Familiarity with the application and training of open-source generative large language models – e.g., prompt engineering, prompt-tuning, instruction fine-tuning· Knowledge of most of the following quantitative fields: Natural Language Processing, Information Retrieval, Machine Comprehension, Question Answering/Conversational AI, Reinforcement Learning, Knowledge Graph, Causal Inference, and Design of Experiment· Statistical and data science programming skills, such as Python and RThe Skills You Bring· Experience in Big Data, search, NLP, and chatbot technologies such as Elasticsearch and Solr· Knowledge of Deep Learning and related tools such as TensorFlow, Keras, MXNET, or H2O is preferred· Experience deploying NLP solutions in a commercial environmentThe Value You Deliver· Manage and guide data science and data engineering elements of AI projects· Set a strategic direction for data identification, collection and qualification activities· Lead data analysis for multiple projects with diverse scope and complex business and technical challenges across several business units and functions· Implement new technologies in a production environment with product, IT, and data engineering teams· Present reports and findings to senior level technical and non-technical audiencesCertifications:Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly ina way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” We invite you to Find Your Fidelity at fidelitycareers.com.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.

Senior Data Scientist

<h4>Description</h4><h4>Talent Management Coordinator</h4>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Talent Management Coordinator to work in Boston, MA!The hourly pay rate range for this position is $26 - $30 per hour.Geode Capital Management is seeking a highly motivated Talent Management Coordinator to join our Human Resources team. The ideal candidate will be responsible for supporting high volume recruiting by managing interview scheduling. This role requires a blend of keen attention to detail, a proactive attitude, and strong communication.This is a hybrid work environment opportunity located in Boston, Massachusetts with a weekly in office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays.<h4>Key Responsibilities:</h4><ul><li>Maintain Applicant Tracking System – Paycor Recruiting </li><li>Attend intake and recalibration calls with hiring managers and talent management team </li><li>Gain familiarity with hiring managers and their communication preferences – teams, email etc. </li><li>Assist in scheduling candidate interviews from Zoom screens to on-site panels </li><li>Proactive follow-up with hiring managers and interview participants for scorecard feedback </li><li>Maintain daily communications with recruiting vendors, hiring team, and candidates </li><li>Attend weekly HR team meetings and provide staffing updates with the support of the talent management team </li><li>Execute Contractor Statements of Work and maintain Certificates of Insurance </li><li>Support HR ad-hoc projects as requested </li><li>Back up Talent Management team members as required </li></ul><h4>Skills You Bring:</h4><ul><li>2+ years of experience in talent management and recruiting </li><li>Experience with HRIS and ATS applications, Paycor Recruiting knowledge is a plus </li><li>Proficiency in Microsoft Office Suite </li><li>Strong written and verbal communication skills </li><li>Motivated individual who works well in groups and independently </li><li>Strong organizational and time management skills </li><li>Natural curiosity to learn, proactive team player </li><li>Comfortable dealing with confidential information and all levels of management </li><li>Work well under pressure/with deadlines </li><li>Bachelor’s degree preferred </li><li>Asset management or financial services industry experience is a plus </li></ul>Company Overview: Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 180 employees. Geode is a systematic asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1 trillion in AUM. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.

Fidelity TalentSource

Talent Management Coordinator

<h3>Job Description:</h3>Director, Asset Management Strategic Business InitiativesThe RoleLead or participate in strategic programs critical to Asset Management and often central to our multi-year plan. These programs are typically supported by a cross-functional team of associates from AM and our partner organizations (e.g. Fidelity Fund &amp; Investment Operations, Legal, Fidelity Consulting). As Director, you will assist in scoping the initial program and help lead the program to a successful outcome. Programs typically last anywhere from 3-24+ months. Recent examples of Strategic Business Initiatives work include – Asset Management ETF strategy, liquid alternatives, custom SMA program, and Active Equity Transition to QRI.<ul><li>Experience in the asset management, wealth and/or capital markets industry</li><li>Demonstrated experience leading or participating in large and complex programs </li><li>Outstanding analytical, communication, conceptual thinking, and problem-solving capabilities</li><li>Ability to synthesize complex analysis and research into strategic insights and practical recommendations</li><li>Influence over middle to senior management, through both personal interactions as well as the creation and delivery of presentations</li><li>Excellent engagement skills, including the ability to work across asset management as well as other Fidelity business units</li><li>Ability to assess risk and operationalize findings – turning research into actions</li><li>Quantify challenges and requirements related to execution</li></ul>Expertise and Skills You Bring<ul><li>10+ years of project management and/or consulting skills</li><li>Proficiency in MS Office tools</li><li>Ability to handle complexity and achieve results despite constantly shifting priorities</li><li>Ability to communicate business priorities to support the achievement of business goals</li><li>Proven strategic planning and goal setting including the ability to identify priorities and propose resource(s) and budget(s) required to implement and maintain an initiative</li><li>Ability to communicate business priorities and translate how marketing initiatives support the achievement of business goals and their commercial implications</li><li>Proven strategic planning and goal setting including the ability to identify priorities and propose resource(s) and budget(s) required to implement and maintain an initiative</li><li>Financial services industry experience preferred</li></ul>The TeamStrategic Business Initiatives (SBI) is a team tasked with driving the most strategic and complex programs in Asset Management. The team is highly valued by, and visible to, the AM leadership team. The thought partnership and program leadership that this team provides helps to shape the future of Asset Management.Note: Fidelity is not providing immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Business StrategyFidelity’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, Strategic Business Initiatives

<h3>Job Description:</h3>The Role In the Domain Delivery Manager role, you and your team are accountable for synthesizing and communicating domain level strategy and roadmap, whilst also project managing all complex initiatives within your domain. You will partner with a broad set of stakeholders including the Head of AMT Strategy, Domain Leader, Product Area Leaders and Chapter Leaders. You will collaborate with your peers across domains and the AMT level head of strategy to ensure the AMT level strategy and roadmap are inclusive of critical milestones and strategic objectives of your domain. You will ensure the strategy and roadmap for both your domain and AMT are represented clearly to our business partners and enterprise stakeholders. This role will also include a focus on Alternatives, supporting the development of a technology strategy and roadmap for Liquid and Credit Alternatives and the program management of cross organizational initiatives supporting the future growth and scaling of the alternative products. ResponsibilitiesYou will be accountable for synthesizing the strategy for the domain, including a focus on Alternatives, working collaboratively with the product and chapter areas, who are accountable for the definition of the strategy. You will develop, promote and maintain the strategy and roadmap at the domain level.You will coordinate, improve, and maximize delivery at the domain and program level. You and your team will be responsible for program and project management of multiple complex projects across your domain and across AMT as requiredYou are a mature and effective leader, with the ability to both influence when you do not have direct accountability and drive when you have direct accountability.Focus Areas Initiative Cohesion <ul><li>Ensure delivery goals are clearly articulated and understood for each value delivery stream across the initiative. </li></ul><ul><li>Ensure adherence to technical and quality standard practices across a cross-domain or cross-enterprise initiative. </li></ul><ul><li>Complete quarterly planning activities for the strategy and initiatives, ensuring achievement, milestones and risks are clear</li><li>Setup and manage the appropriate governance structure(s) around initiatives</li></ul>Integrated Delivery <ul><li>Continuously factor scope of work, capacity needs, and prioritization into an integrated execution plan and delivery roadmap with release forecasts. </li></ul><ul><li>Manage dependencies, risks, and impediments for the initiative and raise when needed. </li></ul><ul><li>Establish and lead key scaled events at both value delivery stream and initiative levels. </li></ul><ul><li>Continuously look for ways to improve how the initiative is performing</li><li>Lead integrated initiative release management practices and support end-to-end testing coordination. </li></ul>Communication <ul><li>Establish communication practices through which to share delivery plans, coordinate roadmap adjustments, and provide transparency into plans and progress. </li></ul><ul><li>Provide updates to leadership on status of initiative including progress, risks, challenges, achievements, and metrics.</li><li>Work with your peers across domains to build a consistent communication harness for AMT</li></ul>The Expertise and Skills You Have <ul><li>10+ years of delivery or project management experience managing large, highly complex technology programs </li></ul><ul><li>Familiarity with scaled delivery frameworks</li><li>Strong investment domain knowledge with a background in Alternatives</li><li>Strong grasp of business context and product lifecycle management, grounded upon customer outcomes </li></ul><ul><li>Strong grasp of the software development lifecycle and experience working closely with software engineers to deliver large scale technology initiatives</li></ul><ul><li>Ability to drive and align execution of the Program with all stakeholders to a shared Initiative across Product Teams, Functions, Domains, and BUs </li></ul><ul><li>Strong understanding of, and experience with, scaled practices, processes, and artifacts </li></ul><ul><li>Strong focus on execution with the ability to identify, communicate, and remove impediments at scale </li></ul><ul><li>Strong change management skills </li></ul><ul><li>Proven strategic, analytical, and problem-solving skills with the ability to identify and articulate connections across separate, but related, concepts </li></ul><ul><li>Strong ability to lead and influence behavior without formal authority </li></ul><ul><li>Proven excellence in communication and people-interaction skills </li></ul><ul><li>Continuous improvement attitude when thinking of the longevity of the Program and future delivery support model </li></ul><ul><li>Intellectual curiosity with a strong desire to understand key trends across technology, both within and outside of Fidelity, and apply takeaways locally </li></ul><ul><li>Experience encouraging Agile behaviors, reinforcing practices, norms, events, and supporting the overall performance and efficiency of the Program </li></ul><ul><li>Experience creating an environment for psychological safety and highly engaged teams at the Product and Domain level </li></ul><ul><li>Proven success working across multiple Products and Domains to drive coordination and delivery of the Program </li></ul><ul><li>Experience championing adoption and consistent use of delivery enabling tools and data for strategic planning, prioritization, and managing the work (e.g., Jira Align, Miro, Power BI, etc.) </li><li>Strong experience curating, communicating, and managing Program status, risks, and dependencies with stakeholders</li></ul><h3>Certifications:</h3><h3>Category:</h3>Program/Project 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, FHA Domain Delivery Manager

<h3>Job Description:</h3>VP, Strategy, Planning and EnablementStrategic Advisers LLC (SAI) is a leading innovator of managed account solutions for Fidelity Investments and currently the #3 ranked Managed Account platform in the industry. SAI has experienced tremendous growth in the last 3 years (57% AUM, 26% headcount growth) and is expecting further growth acceleration in the coming years. We have a long history of delivering innovative solutions to the marketplace and driving strong outcomes for clients. SAI's core capabilities are multi-asset class portfolio construction, third-party fundamental manager research, investment guidance, and financial planning. SAI supports all of Fidelity’s distribution channels, running discretionary managed accounts for Personal Investing and Workplace investing, while delivering model portfolios for Fidelity Institutional’s intermediary clients.The VP, Strategy, Planning and Enablement, leads the team responsible for the development, communication, and execution of Strategic Advisers’ business strategy, in partnership with the senior team. This team drives multi-year planning and prioritization for our organization. The team also partners with leaders across Strategic Advisers to assess a wide range of opportunities and business challenges and build strategies to address and to articulate past results, insights and future roadmaps. The VP works closely with the president of SAI to structure senior discussions, quarterly business reviews, and various engagements with the executive team, business partners, and the Strategic Advisers Fund Board. The VP and team also lead SAI internal associate communications and various leadership forums as well as site/real estate strategy.The Expertise You Have <ul><li>10+ years investment industry, corporate strategy, or management consulting experience</li><li>5+ years leading teams</li><li>Strong background partnering across multiple business units to build alignment and drive execution prioritization</li><li>MBA is beneficial, but not required</li></ul>The Skills You Bring <ul><li>Strong executive presence, business judgement, and leadership</li><li>Ability to thrive in constantly evolving, complex, and collaborative environment</li><li>Ability to build positive relationships and influence across all levels of the organization and with business partners outside of SAI</li><li>Ability to identify critical topics and facilitate strategic decision-making efforts with SAI senior executives</li><li>Ability to maintain an independent point-of view and actively solicit partner opinions to identify and respond to the comprehensive needs of the business (e.g., site strategy, planning, resource prioritization, culture, communications)</li><li>Ability to apply sound business judgment in balancing growth and risk in a high growth, dynamic environment</li><li>Strong analytical skills and capabilities, including ability to structure problems, drive analytics, and connect different work or themes across an organization</li><li>Executive-level written and verbal communication skills, with proficiency in Microsoft PowerPoint and Excel</li><li>Deep knowledge of asset management industry or managed accounts business</li><li>Ability to look forward to objectively define future business needs, challenges, and capabilities needed in a business doubling in size / complexity every 4-5 years</li></ul>The Value You Deliver This role is crucial to SAI’s ability to drive business growth and complexity by providing an independent, analytical approach to identifying future needs and defining efforts required to ensure those needs are met. This position will report into the Head of Investment Services for Strategic Advisers; specific responsibilities will include:Responsibilities: Demonstrating strategic planning, change management, and executive influencing skills to continuously evaluate, assess, and deliver recommendations across SAI’s high-growth, high complexity business with critical business objectives, operating environment, and platform infrastructure.<ul><li>Team Management: Lead and support team of five professionals through including coaching and development. Drive prioritization of resources and engagement with key partners to ensure most impactful alignment of team’s portfolio of work.</li><li>Executive Advisory: Provide structure and coordination to ensure the SAI Senior Team engagement on relevant topics internal and external to SAI</li><li>SAI Strategic / Operating Planning: Collaboratively develop SAI’s Strategic Plan in alignment (AM, channels) and ensure Operating Plans support execution of key objectives, including business goals, technology, and space / reentry planning.</li><li>Cross-SAI Programs / Org Support: Provide consulting, facilitation, and execution support on strategic programs that span multiple functions across our organization.</li><li>Communications: Develop and deliver on SAI’s communications strategy (e.g., All Associates, memos, social media) and support executive-level content development (e.g., FMR LLC Board, Strategic Advisers Fund Board)</li></ul><h3>Certifications:</h3><h3>Category:</h3>Program/Project 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, Strategy, Planning and Enablement

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: PACE Referral &amp; CommunicationAll Locations: 300 Ocean Avenue – ReverePosition Summary: The PACE Referral and Communications Coordinator, under the direction of the PACE Referral and Communications Manager, will be responsible for providing the highest level of customer service to all callers to the PACE program while efficiently processing all calls and referrals appropriately. The PACE Referrals and Communications Coordinator will do whatever possible to meet the needs of the caller in one transaction to avoid any caller being transferred multiple times. The PACE Referral and Communications Coordinator is responsible for scheduling all external and internal appointments in collaboration with the participant/caregiver, taking participant preferences into account. The Coordinator will schedule all Transportation related to appointments. The Coordinator will follow all workflows regarding proper channeling of calls and referral processing. They will complete telephone encounters where appropriate per telephone triage workflows. The PACE Referral and Communications Coordinator will display excellent written and verbal communications skills, problem solving and critical thinking skills, and be adept at multi-tasking. The PACE Referral and Communications Coordinator will collaborate with the Center Secretaries and Transportation Schedulers to ensure good coordination between the PACE Centers, IDTs, and Transportation staff for maximum efficient use of resources.ESSENTIAL DUTIES &amp; RESPONSIBILITIES:<ul><li>Maximize efficiency of transportation by coordinating appointments to same locations with participants across PACE centers.</li><li>Facilitates external appointments utilizing phone, TripMaster, Epic.</li><li>Efficiently manages referral work queues in Epic for all external appointments.</li><li>Utilizing appointment reports, schedules all transportation for PACE Center external appointments.</li><li>Establish and maintain professional collaborative relationships with internal and external customers.</li><li>Coordinates transportation in an efficient manner: Enters all data in TripMaster,</li><li>Processes all cancellations and changes of all appointments.</li><li>Cancel appointments at participant/caregiver request and notify appropriate department.</li><li>Complete telephone encounters and route to appropriate department per workflows.</li><li>Route med refill calls to refill lines when participant will accept; otherwise handle per alternate workflow.</li><li>Determine emergent nature of any calls that would require warm transfer to secretary at center, following set guidelines.</li><li>Appropriately refer callers to other departments if not PACE related.</li></ul>EDUCATION:<ul><li>HS Diploma/GED required; Associates degree preferred.</li><li>Fluency in Spanish required.</li></ul>EXPERIENCE:<ul><li>Minimum two years of experience in a customer service setting required; Healthcare setting preferred.</li><li>Computer skills: Windows, Outlook, and experience with EMR preferred.</li><li>Able to work effectively with the Interdisciplinary Team.</li><li>Excellent critical thinking skills with the ability to prioritize and problem solve independently.</li><li>Ability to work well in a fast-paced, multi-functional environment.</li></ul>SKILLS/ABILITIES:<ul><li>Strong computer skills Good communication skills</li><li>Ability to work independently Strong critical thinking skills.</li></ul>

Coordinator, Referral & Communications PACE

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Part timeDepartment: RegistrationAll Locations: 20 Maverick Square – Cradock BuildingPosition Summary: The Patient Access Coordinator is responsible for the effective training of all registration staff within assigned clinical practices. The Patient Access Coordinator knows and understands the philosophy, objectives, policies and procedures of the department and consistently demonstrates these practices. The Patient Access Coordinator acts as a role model to all Patient Access Representatives.Duties and Responsibilities: <ul><li>Acts as a mentor to new and existing registration staff.&nbsp;</li><li>Works with supervisor to orient and train new staff to department policies, procedures and workflow.</li><li>Schedules appointments for all patients as requested by the patient or provider.</li><li>Sets up the recalls for returning patients as instructed by the provider</li><li>Answers the telephone in a polite and courteous manner. Identifies the department and introduces self.</li><li>Works closely and professionally with the clinical team to assist patients who walk-in with symptoms. Obtains all relevant information to properly forward to the clinical team</li><li>Manages all incoming and outgoing in basket messages</li><li>Creates Telephone encounters for patients with non-urgent concerns in need of a call from someone in the clinical team</li><li>Scrubs schedule for all outstanding arrived appointments and complete them through the checkout process.</li><li>Utilizes Dental/Optical software according to the department</li><li>Verify insurance in advance and same day.</li></ul>Skills/Abilities <ul><li>Demonstrate excellent communication skills and ability to interact professionally with individuals at all levels.</li><li>Proficiency with technology using Windows, Epic, Workday, RTE, MassHealth portal</li><li>Demonstrate flexibility while being able to multi task and in a fast-paced environment.</li></ul>Experience <ul><li>At least two years of experience working in health care and/or with MassHealth insurances with a focus on creating an excellent patient experience.</li></ul>Education <ul><li>High School Diploma or G.E.D. required</li><li>Bilingual skills required (spanish/english)</li><li>Maintain annual CAC certification</li></ul>Pay Range19.55 up to 29.33 based on experience NeighborHealth opens our doors to people from all demographics and cultures. Our workforce is as diverse as the city we call home - in gender, race, ethnicity, sexual orientation, disability, religion, and age, as well as in cultural backgrounds, life experiences, thoughts, and ideas.

Coordinator, Patient Access

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: PACE Referral &amp; CommunicationAll Locations: 300 Ocean Avenue – ReverePosition Summary: The PACE Referral and Communications Coordinator, under the direction of the PACE Referral and Communications Manager, will be responsible for providing the highest level of customer service to all callers to the PACE program while efficiently processing all calls and referrals appropriately. The PACE Referrals and Communications Coordinator will do whatever possible to meet the needs of the caller in one transaction to avoid any caller being transferred multiple times. The PACE Referral and Communications Coordinator is responsible for scheduling all external and internal appointments in collaboration with the participant/caregiver, taking participant preferences into account. The Coordinator will schedule all Transportation related to appointments. The Coordinator will follow all workflows regarding proper channeling of calls and referral processing. They will complete telephone encounters where appropriate per telephone triage workflows. The PACE Referral and Communications Coordinator will display excellent written and verbal communications skills, problem solving and critical thinking skills, and be adept at multi-tasking. The PACE Referral and Communications Coordinator will collaborate with the Center Secretaries and Transportation Schedulers to ensure good coordination between the PACE Centers, IDTs, and Transportation staff for maximum efficient use of resources.ESSENTIAL DUTIES &amp; RESPONSIBILITIES:<ul><li>Maximize efficiency of transportation by coordinating appointments to same locations with participants across PACE centers.</li><li>Facilitates external appointments utilizing phone, TripMaster, Epic.</li><li>Efficiently manages referral work queues in Epic for all external appointments.</li><li>Utilizing appointment reports, schedules all transportation for PACE Center external appointments.</li><li>Establish and maintain professional collaborative relationships with internal and external customers.</li><li>Coordinates transportation in an efficient manner: Enters all data in TripMaster,</li><li>Processes all cancellations and changes of all appointments.</li><li>Cancel appointments at participant/caregiver request and notify appropriate department.</li><li>Complete telephone encounters and route to appropriate department per workflows.</li><li>Route med refill calls to refill lines when participant will accept; otherwise handle per alternate workflow.</li><li>Determine emergent nature of any calls that would require warm transfer to secretary at center, following set guidelines.</li><li>Appropriately refer callers to other departments if not PACE related.</li><li>EDUCATION:</li><li>HS Diploma/GED required; Associates degree preferred.</li><li>Fluency in Spanish required.</li></ul>EXPERIENCE:<ul><li>Minimum two years of experience in a customer service setting required; Healthcare setting preferred.</li><li>Computer skills: Windows, Outlook, and experience with EMR preferred.</li><li>Able to work effectively with the Interdisciplinary Team.</li><li>Excellent critical thinking skills with the ability to prioritize and problem solve independently.</li><li>Ability to work well in a fast-paced, multi-functional environment.</li></ul>SKILLS/ABILITIES:<ul><li>Strong computer skills</li><li>Good communication skills</li><li>Ability to work independently</li><li>Strong critical thinking skills.</li></ul>

77 Project Management / Professional Services Jobs in Revere, MA, USA