Title: VP, Private Wealth Management Advisor - Naples, FL Job Description: locations Naples, FL time type Full time job requisition id 2126172 Job Profile Summary Provide strategic leadership for the achievement of business unit objectives in line with Fidelity’s overall mission and objectives. Design and implement wealth management, trust and estate planning to individuals. Direct the team to ensure the delivery of an exemplary client experience to promote client loyalty. Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise We’re Looking For - FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire - Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings - A sound understanding of the Broker/Dealer and RIA marketplace - Bachelor’s Degree required The Purpose of Your Role This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. The Skills You Bring - Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance - Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products - Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs - An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results Note: Fidelity is not providing immigration sponsorship for this position The Value You Deliver - You are helping families grow and protect their assets by: - Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer - Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy - Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities - Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning - Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience How Your Work Impacts the Organization Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. 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.

Role Description We are seeking a channel sales leader to own relationships with broker-consultant firms and drive employer opportunities through this ecosystem. This role is highly strategic and relationship-driven, focused on building trust with consultants while converting broker-led opportunities into revenue. - Build deep partnerships with national and regional broker-consultant firms - Educate consultants on Ilant’s clinical model and outcomes - Identify opportunities within broker client portfolios - Generate and manage broker-led employer opportunities - Conduct consultant training sessions and partner enablement - Collaborate with employer sales teams to close broker-sourced deals - Represent Ilant Health at industry conferences and broker events - Help shape Ilant’s broker strategy and channel growth Qualifications - 7–12+ years selling into the broker-consultant ecosystem - Deep relationships with firms such as Mercer, Aon, WTW, Lockton, Gallagher - Experience selling employer healthcare solutions - Strong credibility with benefits consultants - Strategic thinker who can mine large consultant portfolios - Entrepreneurial mindset and comfort building a channel Benefits - Fully remote environment – work from anywhere while maintaining meaningful collaboration with a distributed team - Comprehensive health benefits – medical, dental, and vision coverage to support you and your family - Paid time off – 2 weeks of PTO to rest, recharge, and take the time you need - Flexible floating holiday – one additional day each year to celebrate what matters most to you - Paid sick leave – 5 sick days so you can prioritize your health when needed - 11 paid company holidays throughout the year - 401(k) retirement plan to help you invest in your future - Healthcare and Dependent Care FSA options for additional tax-advantaged savings

About this role: Wells Fargo is seeking for a high-caliber candidate to join the Wells Fargo Securities Japan team for an Associate level role in the APAC CIB Markets Operations department based in Tokyo supporting the Wells Fargo Corporate and Investment Banking (CIB) business in Tokyo. The business offers a suite of Fixed Income products of Credit, Rates, and Cross Asset solutions to corporate, government and institutional clients. Products including, but not limited to US Treasuries, Cash Bonds, Mortgage-Backed Securities, Futures, Interest Rates Swaps, Credit Default Swaps and other OTC derivatives products. This position is also responsible for covering both the APAC Corporate and Investment Banking (CIB) Markets Operations department and Commercial Banking (CB) Operations department based in Tokyo. (Double-hatted position) Therefore CB Ops process will be handled such as domestic JPY payment. In this role, you will: Corporate and Investment Banking (CIB) - Provide operational support for Japan Fixed Income Credit/Rates sales desks covering products including but not limited to Cash Bonds, US Treasuries, Mortgage-Backed Securities, Futures and OTC derivatives product from the point of Client Service role. - Manage and build relationships with external clients, including email and phone query management, and act as the single point of contact for clients. - Support client onboarding KYC and periodical review, working with local and regional KYC team - Take initiative to improve operational efficiency and ensure processes are performed in a robust and controlled environment. Commercial Banking (CB) - Process clients JPY payments through FXYCS using BOJNet terminal, post accounting entry and report BOJ balance - Monitor incoming & outgoing SWIFT messages - Prepare for monthly / quarterly / annual regulatory reporting to BOJ - Take initiative to improve operational efficiency and ensure processes are performed in a robust and controlled environment. Required Qualifications: - 2+ years of Capital Markets industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: - + 5 years' experience in Financial Institution - Sufficient knowledge of Markets products (Fixed Income, Foreign Exchange, Collateral) and Settlement process (SWIFT pacs.008 / pacs.009, JPY Clearing) - Relevant client onboarding and KYC experience is an advantage - Excellent verbal and written communication skills in both Japanese and English - Team player, self-motivated, energetic, attention to details, escalation in a timely manner - Strong work ethic and commitment to excellence - Focus on tasks by pre-determined time - Detail orientated with strong sense of control - Excellent communication and interpersonal skills with strong analytical/problem solving skills

Requisition Number: 2338734 Optum Insight is improving the flow of health data and information to create a more connected system. We remove friction and drive alignment between care providers and payers, and ultimately consumers. Our deep expertise in the industry and innovative technology empower us to help organizations reduce costs while improving risk management, quality and revenue growth. Ready to help us deliver results that improve lives? Join us to start Caring. Connecting. Growing together. Optum, part of UnitedHealth Group (NYSE: UNH), is a leading information, technology-enabled health services, and software business dedicated to helping make the health system work better for everyone. We work with governments, employers, partners, and providers to care for over 146 million people and share a vision of a value-based system of care that provides compassionate and equitable care. With more than 190,000 people worldwide, Optum delivers intelligent, integrated solutions that help to modernize the health system and improve overall population health. Join us to start Caring. Connecting. Growing together. The VP Sales, Optum Insight Payer is responsible for growing risk adjustment and quality solutions revenue. The focus is to maximize total contract value and build 3x pipeline in the payer market. The VP is responsible for the growth of the Optum risk adjustment portfolio. The VP ensures collaboration and coordination with Business Units and Client Management to execute on the sales strategy. The VP will provide a "voice of the customer" to the aligned Business Unit in support of identifying add-on/up-sell opportunities to enhance the solutions. The VP will support the product and service owners regarding new product features that tie to multiple clients' needs or pain points. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. Primary Responsibilities: - To grow net new and expansion of Optum risk adjustment and quality solutions and target key growth areas to increase market share within segment. - Ensure strategic collaboration and coordination with Business Units and Optum matrix partners to deliver on enhancing the client experience. - Oversee regular joint strategic account planning and business reviews (roadmaps, innovation, etc.) and tactical activities (governance, performance objectives, critical milestones) to ensure client needs and expectations are met. - Proactively and continually assess, clarify and validate short term needs and long-term client objectives. Direct client to solution development efforts to address client needs. - Understand how the client differentiates itself in markets and creates client value and how the Optum portfolio can support/maximize their differentiation. - Develop long-term relationships with assigned clients, connecting with key business executives and stakeholders. - Facilitate the meeting of the key leader counterparts to deepen the overall relationship, problem solve, collaborate and/or otherwise ensure client performance objectives and expectations are met. - Provide ongoing, accurate pipeline and forecast reports to SVP, Growth You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: - 10+ years of experience in sales with proven experience with and developing relationships with Payer clients to achieve significant growth targets - Significant experience with salesforce CRM management - Understanding complex sales cycles at strategic level - Demonstrated ability to demonstrate thought leadership in risk adjustment across multiple channels and become a trusted advisor to senior technical and business decision makers - Demonstrated ability to develop and deploy the strategy that drives revenue growth - Demonstrated ability to impact and influence customers and prospects with a high degree of autonomy, energy, flexibility and the drive to create real and measurable business results - Demonstrated ability to excel in a highly matrixed environment - Demonstrated ability to manage multiple competing priorities - Proven adaptive, collaborative, expedient and driven - Proven customer centric with the ability to adjust plans and actions to meet changing market and/or customer needs - Proven solid interpersonal skills - Willing or ability to travel up to 50% Preferred Qualifications: - Additional Key Competencies: - Strategic thinking: Proven capable of providing clear, balanced advice/counsel on a broad range of strategic and complex management, product and go-to-market issues - Driving results: Proven results-oriented style with a high degree of analytical ability and proven problem-solving skills - Collaborating and influencing: Proven effectively builds solid relationships and partnerships within and outside of the company. Ability to communicate effectively at all levels of the organization with an open, honest and direct communication style that establishes an empathetic and effective relationship with all levels of team members, including front-line and mid-level personnel. Able to effectively navigate within a matrixed corporate structure - Leading change: Demonstrated ability to thrive and quickly adapt to change in a fast-paced industry and work environment - Demonstrated ability to communicate effectively at all levels of the organization with an open, honest and direct communication style that establishes an empathetic and effective relationship with front-line and mid-level personnel *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $130,000 to $240,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.