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• Fidelity Investments

  

  Financial Consultant - Burlingame, CA

  2 months ago

  Redwood City

  If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. * Previous success in building relationships, uncovering needs and recommending solutions * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility * Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one * Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions * Being coachable, collaborative, and curious are your "go to" attributes * Committed to delivering an outstanding customer experience with a passion for seeing others thrive * Motivated by results and finding solutions, you take initiative and exceed customer expectations * Extensive knowledge of investment solutions Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! * Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals * Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future * Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills * You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 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 ___ 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRASales

• Fidelity Investments

  

  Financial Consultant - San Francisco, CA

  3 months ago

  Redwood City

  If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills 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 ___ 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRASales

• Vi Living

  

  Assistant Director of Nursing

  3 days ago

  Redwood City

  Overview: Vi is recognized as a Great Place to Work and one of Glassdoor's 100 Best Companies to work for. Learn from the best and accelerate your career with Vi. What We Offer: • Competitive pay, • Exceptional benefits, • Generous Paid Time Off - start accruing on day one, • 401k with company match, • Paid maternity and paternity benefits, • Award-winning training and development, • Tuition Reimbursement, • Luxury work environment, • Meaningful and rewarding work Vi at Palo Alto is located at 620 Sand Hill Road, Palo Alto CA 94304 Responsibilities: Assistant Director of Nursing The candidate selected for this dynamic role will oversee all aspects of care and services provided in the Care Center, which includes assisted living, memory support, and skilled nursing. As a natural leader, the professional serving as Assistant Director of Nursing will supervise the nursing staff and support the Director of Nursing with clinical, financial, human resource, and quality assurance/performance improvement activities. Qualifications: • Qualified applicants are required to possess 3 years of experience with geriatric populations is required., • Prior supervisory experience strongly preferred., • Graduation from a School of Nursing for Registered Nurses is required., • Current First Aid certification is required or must be willing and able to become First Aid certified., • Knowledge of regulatory compliance and Continuing Care Retirement Community or Assisted Living/Memory Support operations., • Excellent oral and written communication and the ability to interface and maintain effective relationships with all departments and employees in a team-oriented environment., • A courteous and customer-focus approach to problem-solving and goal-setting.

• Fidelity Investments

  

  Workplace Financial Consultant - San Jose, CA

  2 months ago

  Redwood City

  This role requires you to live in the San Jose, CA area, as you will be on the local client campus 4-5 days a week. The Role As a Workplace Financial Consultant (WFC) you will work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners. As a part of Fidelity's Workplace Education Planning & Advice organization, your goal is to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. You will be conducting ongoing engagement planning with your plan sponsors and serve as a key liaison between internal business, including our local branch partners. In addition, you will provide financial planning and investment advice to participants through face-to-face 1:1 meetings, workshops, help desk sessions, benefits fairs, and lunch and learns. Your goal is to ensure participants are prepared to make better decisions regarding their personal finances all while keeping the customer top of mind. Topics may include, estate planning, equity compensation, stock plans, tax efficient investing, and more. Content will be delivered via Zoom or onsite at the plan sponsors desired location. Travel could be up to 75%. Joining Workplace Education, Planning and advice means that you will: • UNITE as one team to intentionally connect, encourage and build positive relationships internally and with our plan sponsors, • GROW in your skills to deliver more, world-class planning and education experiences for our participants, • 5 years of financial services experience, • Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire, • In depth knowledge of Financial Planning Concepts, • Ability to build plan sponsor advocacy and access, • 2+ years of customer facing experience preferred, • Life & Annuity Certification preferred, • CFP® or CRPC® preferred, • Demonstrated advanced presenting experience preferred The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life. The base salary range for this position is $85,000 - $121,000 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 ___ 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 66 - FINRASales

• Amerit Consulting

  

  Prior Authorization Coordinator

  6 days ago

  Redwood City

  Our client, a Medical Center facility under the aegis of a California Public Ivy university and one of largest health delivery systems in California, seeks an accomplished Prior Authorization Coordinator NOTE- THIS IS 100% ONSITE ROLE & ONLY W2 CANDIDATES/NO C2C/1099 * Candidate must be authorized to work in USA without requiring sponsorship * Position Title – Prior Authorization Coordinator (Job ID – 3135207) Location: Redwood City CA 94065 Duration: 3 months contract w/ possibility of extension Must-Haves: • Heavy prior authorization experience (daily, high volume), • Epic/APeX experience specifically for auths, referrals, WQs, • Specialty clinic background (orthopedics strongly preferred; surgery/pain/other specialties acceptable), • High-volume clinic experience (100+ calls/day or heavy WQs), • Multi-provider scheduling + surgery scheduling exposure, • Strong communication, detail orientation, and reliability Nice-to-Haves: • Experience in major systems: Stanford, Sutter, PAMF, • Imaging authorization experience (MRI/CT/X-ray), • Pre-op coordination (labs, clearances, documentation) Bhupesh Khurana Lead Technical Recruiter Email – Company Overview: Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally, as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients businesses forward. Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws

• Parkside Recruitment

  

  Senior Manager, International Growth

  19 hours ago

  Redwood City

  Senior Manager, International Growth We are partnered with a leading premium home décor and seasonal retail brand, renowned for its beautifully designed products and exceptional customer experience. With a strong online presence and growing retail footprint, they are now looking for a a Senior Manager to lead growth across the Canada and Australia regions. You will own full P&L accountability for both markets, driving the transformation from an online-only business to a fully integrated omni-channel model. Reporting to the SVP of International, you will work closely with global teams in marketing, e-commerce, logistics, finance, and retail operations to identify and deliver new growth opportunities that enhance brand presence and profitability. Key Responsibilities: Regional Leadership & P&L Ownership • Lead business performance across Canada and Australia, managing revenue, margin, and brand targets., • Build and oversee regional forecasts, budgets, and financial performance., • Define and track KPIs, revenue, margin, CAC, and market penetration, using data insights and analytics., • Deliver clear, data-driven recommendations through regular business reviews., • Optimize pricing and promotional strategies in collaboration with global partners., • Mentor and guide team members, developing future leaders. Omni-Channel & Growth Strategy • Drive the strategic evolution from online-only to omni-channel retail across both markets., • Identify and execute new growth opportunities in channels, partnerships, and customer segments., • Partner with Consumer Insights to translate data into actionable business decisions., • Develop robust business cases and strategic plans grounded in market intelligence., • Influence product, pricing, and promotional decisions across the global organization., • Lead execution across cross-functional teams to meet commercial and operational goals. Your Experience: • 7+ years in international business management, omni-channel retail, or e-commerce leadership., • Proven experience scaling business performance in multiple international markets (Canada/Australia strongly preferred)., • Full P&L ownership and financial management expertise., • Track record of success in omni-channel environments, online, retail, or wholesale., • Strong cross-functional leadership, analytical, and commercial acumen., • Exceptional communication and influencing skills., • Bachelor’s degree required; MBA preferred. Benefits: • Competitive base salary plus cash-based incentive plan., • Comprehensive Pension, Medical, Dental, and Vision coverage., • Paid holidays, annual shutdown week, PTO, and Volunteer Time-Off (VTO)., • Parental leave and flexible return options., • Hybrid flexibility – 3 days in the office, 2 days remote., • Tailored relocation package.

• The HT Group

  

  Regional Director

  4 days ago

  Redwood City

  The HT Group has partnered with a leading road services organization to identify an experienced Regional Director to lead Northern California operations across multiple locations. This role is responsible for overall regional performance, operational execution, financial results, and team leadership across a multi-site, fleet-based organization operating in a fast-paced, 24/7/365 service environment. Location: Based or willing to relocate to the Bay Area Compensation: $185k-200k base + bonus eligibility Responsibilities • Own the overall performance of the Northern California region, managing approximately $50M in annual revenue across three P&Ls, • Achieve financial targets by reviewing, analyzing, and acting on Profit & Loss statements, • Own and execute the company’s quarterly “Rocks,” KPIs, and strategic priorities, • Lead and develop a workforce of 200+ employees and manage 225+ vehicle units across the region, • Drive operational excellence, efficiency, and continuous improvement, • Ensure high levels of customer service and operational responsiveness in a 24/7 environment, • Must be willing to live in or relocate to Redwood City / Bay Area, • This is an in-office role with expected travel between the Bay Area and Sacramento, • Proven leadership experience in operations, logistics, towing, or fleet management, • Prior experience in fleet-based or business services industries is highly preferred but not required, • Must understand the demands of a 24/7/365 on-demand response business — this is not a traditional 9–5 role, • Experience managing fleet-based operations generating $25M+ in annual revenue with teams of 50–75+ employees, • Strong communication skills with the ability to respond quickly in a time-sensitive environment, • Solid understanding of Profit & Loss statements and financial performance management, • Experience using KPIs and data-driven decision-making to improve operational outcomes, • Strong technical skills (experience in Towbook, Samsara, or similar systems preferred), • A demonstrated history of team-building and culture development, • Highly motivated, growth-oriented mindset #MPIND

• Vi Living

  

  Dining Room Manager

  4 days ago

  Redwood City

  Overview: Vi is recognized as a Great Place to Work and one of Glassdoor's 100 Best Companies to work for. Learn from the best and accelerate your career with Vi. What We Offer: • Competitive pay, • Exceptional benefits, • Generous Paid Time Off - start accruing on day one, • 401k with company match, • Paid maternity and paternity benefits, • Award-winning training and development, • Tuition Reimbursement, • Luxury work environment, • Meaningful and rewarding work Vi at Palo Alto is located at 620 Sand Hill Road, Palo Alto CA 94304 Responsibilities: Dining Room Manager A desirable opportunity exists for a highly accomplished professional to manage all Vi's dining venues including the Care Center. The selected candidate will have significant responsibility for ensuring staff is delivering a high quality dining experience for Residents and guests. Qualified applicants will possess 5+ years of progressive experience in a high-end restaurant, club, hotel, or retirement community food and beverage operations. Demonstrated knowledge of current service styles and techniques, budgets and reporting are appreciated. Qualifications: Qualified applicants are required to possess a minimum 5 years of progressive experience in quality Food & Beverage operations management in a high quality restaurant, country club, hotel, or senior living company with demonstrated knowledge of current service styles and techniques and working knowledge of budgets and reporting. High school diploma required. College degree in related field (Hotel/Restaurant Management or Business) is preferred. Possess or be willing and able to obtain Food Handlers certification, as required. Current CPR and First Aid certifications are required or must be willing and able to become CPR and First Aid certified. Additional requirements include: • Ability to supervise, hire, train and create a high-performing team, • A strong systems orientation with Microsoft office skills and experience with a POS system, • Effective communication, financial acumen, social skills and standards appropriate for the operation of formal dining operations and interaction with Residents Pay Range: USD $68,668.00 - USD $85,850.00 /Yr.