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<h3><strong>Advisor Experience Specialist</strong></h3> <p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for an Advisor Experience Specialist to work in Fidelity’s Enterprise Cybersecurity group in Westlake, TX or Salt Lake City, UT!</p> <h3>The hourly pay rate for this position is $22/hr.</h3> <p><strong>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</strong></p> <p><strong>Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Advisor Experience team. As an Advisor Experience Specialist, you will be the primary point of contact for any service-related activities for professional financial advisors working on behalf of Fidelity Charitable Giving Account Holders. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on.</strong></p> <p><strong>The work shift for this role is 9:30 AM - 6:00 PM MST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)</strong></p> <h3><strong>The Expertise We’re Looking For</strong></h3> <ul> <li><strong>Bachelor’s degree preferred</strong> </li><li><strong>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</strong> </li><li><strong>2-3 years Customer Service, Sales, Service Operations or UHNW background</strong> </li></ul> <h3><strong>The Role</strong></h3> <p><strong>The Advisor Experience Specialist is a part of the Premium Service group, working to provide an outstanding service experience to, and fosters relationships with, ultra-high net worth strategic advisor firms (the most complex relationships within Fidelity Charitable) and select donors. The AXS will be part of a team dedicated to answering strategic advisor and high net worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.</strong></p> <h3><strong>The Skills You Bring</strong></h3> <ul> <li><strong>Your proficient verbal and written communication skills required</strong> </li><li><strong>Your very best problem- solving skills with excellent follow through</strong> </li><li><strong>Your strong organizational skills, planning and time management</strong> </li><li><strong>You are able to proficiently multi-task in a Windows based environment</strong> </li><li><strong>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</strong> </li><li><strong>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available.</strong> </li></ul> <h3><strong>The Value You Deliver</strong></h3> <ul> <li><strong>Providing outstanding customer service via phones and email communication</strong> </li><li><strong>Collaborating with internal Charitable business partners to fulfill special handling</strong> </li><li><strong>Employing good sound judgment in decision making or problem resolution</strong> </li><li><strong>Coordinate with management to implement expedited delivery requests</strong> </li><li><strong>Ensure daily work meets accuracy standards and is completed in a timely manner</strong> </li><li><strong>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</strong> </li><li><strong>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</strong> </li><li><strong>Maintain up-to-date procedures for those functions for which responsible</strong> </li><li><strong>Effectively case manage advisor relationships through intensified situations while working across Fidelity cross functionally when applicable</strong> </li></ul> <p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p> <h3><strong>How Your Work Impacts the Organization</strong></h3>

Fidelity TalentSource

Advisor Experience Representative

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a <strong>NPO Outreach Specialist to</strong> work in Westlake, TX or Salt Lake City, UT.<br> The Role <br> The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. <br> <br> As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. <br> <br> The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul> <ul> <li>Strong and effective verbal and written communication skills </li></ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li></ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul> <ul> <li>Demonstrates strong problem-solving skills </li></ul> <ul> <li>Ability to work under pressure and within tight deadlines </li></ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul> <ul> <li>Technical proficiency </li></ul> <ul> <li>Ability to meet overtime commitments </li></ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul> <ul> <li>Proficiency with Microsoft Office applications required </li></ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> ? <br> The Team <br> The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. <br> Company Overview <br> Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to<strong>?</strong>grow the American tradition of philanthropy?by providing programs that make charitable giving accessible, simple, and effective. <br> <br>

NPO Outreach Specialist

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account OpeningSpecialist towork in Westlake, TX.<br> <br> The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service and contributing to a high-performing team.<br> Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It’s more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously <em>giving</em> to non- profit organizations to meet their philanthropic goals. You get to be a part of that! <ul> <li>Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements </li><li>Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements </li><li>Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays </li><li>Maintain high-quality data entry and account setup within core systems </li><li>Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met </li><li>Share observations of potential process improvements to the account opening process and client experience with your manager </li><li>Collaborating with internal Charitable business partners to fulfill special handling requests </li><li>Escalate risk-related concerns and documentation issues promptly </li><li>Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships </li><li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals </li></ul> <br> The Expertise and Skills We are Looking For: <ul> <li>Bachelor’s degree </li><li>2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management). </li><li>Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy </li><li>Strong ability to identify errors and inconsistencies in documentation and data inputs </li><li>Excellent verbal and written communication skills to effectively interface with internal partners and clients </li><li>Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills </li><li>Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed </li><li>Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards </li><li>Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment </li><li>Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions </li><li>Flexible with overtime as requested (especially December – Giving Season) </li></ul> <br> The Team<br> Fidelity 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.<br> <br>

Account Opening Specialist

<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX!</p> <h3><strong>The Role</strong></h3> <p>The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls</p> <h3><strong>The Expertise and Skills You Bring</strong></h3> <ul> <li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul> <h3><strong>The Team</strong></h3> <p>The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features.</p> <h3><strong>COVID Work Policy</strong></h3> <p>Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.</p> <h3><strong>Dynamic Working – Post Pandemic</strong></h3> <p>Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.</p> <p>Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.</p>

Brokerage Operations Representative

<br><h4>Description</h4><p>As a Senior Business Analyst, you will join a team of passionate Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad.</p><h4>The <strong>Expertise</strong> and Skills</h4><ul><li>Education </li><li>BS or BA Required </li><li>Experience: </li><li>5 – 7 years of Business Analysis experience required </li><li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li><li>The ability to critically analyze sophisticated business requirements/product issues </li><li>Demonstrable understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories </li><li>Ability to function at a high level in an exciting Agile work environment </li><li>Deep technical skills and an ability to apply them in an analytical process </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure </li><li>Advanced skills in MS Word, MS Excel, and MS Access </li></ul><h4>The <strong>Value</strong> You Deliver</h4><ul><li>Partner with the Scrum Leader/Squad Leader to understand the goals and the work for each sprint </li><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities </li><li>Perform root cause analysis when issues arise before and after code migrations </li><li>Assist with training, mentoring and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad </li></ul><br>

Business Analyst

<br><h4>Description</h4><h4><strong>The Role</strong></h4><p>Do you want to make a difference and join a highly collaborative, cross-functional team within our Enterprise Technology business unit committed to enhancing and digitizing Fidelity’s operating ecosystem?</p><p>We are looking for a business re-engineering professional who will play a pivotal role helping define and support the future servicing technology ecosystem for Fidelity. This role sits within the Advanced Process Solutions (APS) Domain, which builds and deploys technologies to help Fidelity move towards a future state in which digital is encouraged over paper, client interactions are digitized and automated, and operating associates focus on high value work.</p><p>Operating in a fast-paced environment and in close collaboration with business and technology partners, this role will lead analyses to inform insights and recommendations across prioritized strategic re-engineering initiatives. It will play a crucial role in project team delivery, tasked with preparing for, conducting, and synthesizing business partner and SME interviews. It will collect and analyze data to drive actionable recommendations to eliminate anti-digital friction.</p><p>Additionally, the role will demonstrate SME interviews and various reference sources to build current state process maps, identify customer and associate struggles, and together with business and technology partners define the end-to-end future state. Other responsibilities include designing and drafting presentations and other deliverables to ensure successful project delivery.</p><h4><strong>The Expertise and Skills You Bring</strong></h4><ul><li>Bachelor’s degree in business administration, management information systems, engineering, or other technical subject area </li><li>5+ years of experience in a management consulting, strategy, transformation, or similar role using Lean/Six Sigma methodology </li><li>Proven success with substantial contributions on projects specific to reducing manual work, digital transformation, or E2E process transformation </li><li>Excellent verbal &amp; written communication skills, and the ability to work with a diverse group, including executives, managers, subject matter specialists and matrixed teams. </li><li>Proven problem-solving expertise as well as owning outcomes. </li><li>Ability to analyze data and business processes, identify difficulties, and form/test hypotheses. </li><li>Solid understanding of MS Office (PowerPoint, Word, and Excel). </li><li>Passion for ambiguous problems without easy solutions. </li><li>Interest and ability to quickly adapt and learn new functional areas and business processes. </li><li>Proven track record of working on projects that achieve tangible results. </li><li>Strong organizational skills and a proactive, creative, and collaborative approach to solving strategic business issues. </li><li>Ability to think strategically and build positive relationships with business partners. </li></ul><h4><strong>The Team</strong></h4><p>You will work within APS’ Business Architecture Center of Excellence alongside team members and business partners with a diverse mix of backgrounds and experience. We work in a highly matrixed operating environment, aligned within the Firm’s Agile operating model and working with key business partners.</p>

Senior Management Consultant

<h3><strong>Quality Specialist</strong></h3> <p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX.</p> <p>The hourly pay rate for this position is $22 per hour.</p> <p>The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance.</p> <h3><strong>The Expertise We’re Looking For</strong></h3> <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> <h3><strong>The Purpose of Your Role</strong></h3> <p>In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring.</p> <h3><strong>The Skills You Bring</strong></h3> <p>Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience.</p> <p>Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands.</p> <p>Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions.</p> <p>Your attention to detail and inquisitive nature will be key in helping you problem solve.</p> <h3><strong>The Value You Deliver</strong></h3> <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </li></ul> <h3><strong>How Your Work Impacts the Organization</strong></h3> <p>The Fidelity Charitable Gift Fund (“Fidelity 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 of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.</p>

Quality Specialist

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Westlake, Texas or Salt Lake City, Utah.<br> <br> The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience</li> <li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills</li> <li>Ability to work within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> <li>Knowledge of 501(c)(3) non-profit organizations, a plus</li> </ul> The Purpose of Your Role<br> The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.<br> <br> You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!<br> <br> <strong>This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day.</strong><br> <br> The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting</li> <li>Process high value transactions</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization<br> The Fidelity Charitable Gift Fund (“Fidelity 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 of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising<br> <br> Company Overview<br> At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com<br>

Grants Analyst

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Salt Lake City, Utah or Westlake, TX.<br> <br> The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience</li> <li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills</li> <li>Ability to work within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> <li>Knowledge of 501(c)(3) non-profit organizations, a plus</li> </ul> The Purpose of Your Role<br> The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.<br> You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!<br> <strong>This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day.</strong><br> <br> The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially December – Giving Season)</li> </ul> <br> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting</li> <li>Process high value transactions</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization<br> The Fidelity Charitable Gift Fund (“Fidelity 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 of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising<br> <br> Company Overview<br> At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com<br>

<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX.</p> <p>The hourly pay rate for this position is $22 per hour.</p> <p>Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us!</p> <p>Fidelity Charitable is a collaborative, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries.</p> <h3><strong>The Team</strong></h3> <p>The Fidelity Charitable Gift Fund (“Fidelity 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.</p> <p>The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Fundraising and Distribution team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund. In addition to generating leads from inbound calls, you will also be responsible for executing strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors.</p> <h3><strong>The Expertise You Have</strong></h3> <ul> <li>Bachelor’s degree </li><li>Passion for the financial and philanthropic industries </li><li>Proven experience working within the financial industry and/or service related industry. </li><li>A dynamic personality with a high level of passion and motivation for career advancement </li><li>Fundraising, sales, business development or relationship management experience is beneficial. </li><li>Industry designations or additional education are also a plus. </li></ul> <h3><strong>The Skills You Bring</strong></h3> <ul> <li>You have excellent interpersonal and communication skills that translate into a positive advisor and donor experiences. </li><li>You have a passion for establishing relationships and providing high levels of support. </li><li>You are committed to constant self-improvement and exhibit a competitive drive. </li><li>You thrive in fast paced and collaborative environment. </li><li>You are extremely resourceful, organized, and ability to prioritize multiple priorities. </li><li>You have a high aptitude to learn new things quickly and adapt to new situations. </li><li>Your effective listening, communication, and presentation skills </li></ul> <h3><strong>The Value You Deliver</strong></h3> <ul> <li>Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable </li><li>Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals. </li><li>Understand and effectively communicate our value proposition to advisors and prospective donors. </li><li>Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals. </li><li>Partner with Marketing on lead flow and campaign alignment </li><li>Function as a utility player for the Fundraising and Distributions team by providing interim territory coverage when capacity issues exist. </li></ul>

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