Job Description:

Role

As the Director, Sales/RM Learning and Engagement you will be instrumental in ensuring that the Fidelity Institutional Client Relationship Group has the knowledge and skills necessary to execute on the goals set forth by the business.  Your primary focus will be supporting the Investment Sales organization from a sales training perspective. Your ability to be proactive and anticipate business needs, successfully build productive relationships, communicate effectively, project management skills and execution are all critical elements to be successful in the role. 

We seek someone who has passion and thrives in developing and delivering impactful and innovative learning solutions that will drive sales and increase associate skill sets. This individual will be a strong, self-directed leader who can support comprehensive projects that impact the CRG organization.  Industry knowledge & investment sophistication will be critical to building credibility in this role. Additionally, this role will be responsible for reinforcement training of existing knowledge and skills.  Alignment with enterprise goals, an eye towards building scalable solutions, and a laser focus on measurement are all critical components for this role.

The Expertise and Skills You Have

5-7 years of financial services and client facing sales experience 

Track record of success managing multiple large, sophisticated, cross functional competing projects and initiatives and prioritize resources and time effectively

Bachelor’s degree

FINRA Series 7 and 63 required or obtained within 90 days

You have the ability to communicate effectively, influence and navigate complex organizations

Your ability to facilitate sales training, work autonomously, and project manage is essential

You have strong presentation skills as well as solid written and verbal communication skills

You can communicate at all levels within the organization

You have significant product, industry, and market knowledge

You have excellent organizational skills and the ability to coordinate multiple tasks within tight time constraints

You are a true team player, always pitching in to drive success across the organization

You are extremely resourceful, organized, and can prioritize multiple priorities

You can successfully deliver & receive feedback to positively affect behavior

The Value You Deliver

Build productive partnerships with sales leaders to understand/uncover needs and priorities, deliver the best learning solution gaining scale where appropriate

Facilitate onboarding, technology releases, product launches & all other ad-hoc requests

Foster innovation in learning

Serve as program manager for the Investment Sales onboarding programs

Facilitate new technology releases, product launches & all other ad-hoc requests

Deliver coaching feedback directly to participants and managers to foster development

The Team

The Intermediary investment Sales team is solely responsible for distributing Fidelity managed investment products and solutions through intermediaries such as Broker Dealers, Registered Investment Advisors, Defined Contribution, and Institutional Insurance providers. The company offers Fidelity Advisor Funds®, ETFs, SMAs, Alternative products, Model Portfolios, Variable Insurance Product (VIP) Portfolios, the Fidelity Advisor 529 Plans and a comprehensive line of retirement products and services.

Certifications:

Company Overview

Fidelity 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 Us

At 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a 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.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.