Job Description:

If you’re passionate about problem solving, supporting teammates and providing a world class experience, the role of the Regional Coordinator may be a great fit for you.  As a Regional Coordinator, you are an integral part of our planning & guidance team and will provide assistance to our Retirement planners and broader management/leadership team.

The Expertise We’re Looking For

Bachelor’s degree preferred, but not required

Knowledge of the Tax-Exempt Market

Exposure to a lead management system

The Purpose of Your Role

As a Regional Coordinator, you will be a part of a national team of highly motivated and sales focused individuals, in a fast-paced environment. The Regional Coordinator will operational and administrative support to our inside Tax Exempt Sales Team, the Director and Vice President.

The Skills You Bring

Proven relationship building skills

Effective verbal and written communication skills

Organization, time management and prioritization skills

The Value You Deliver

Management of leads, as well as distribution of leads and reassignment via a lead management system

Ongoing maintenance of various customer correspondences

Partnership with other Regional Coordinators as well as Directors on an ongoing basis

Support of the Central Reservation System (CRS)

Ordering of office supplies, marketing literature and business cards when needed

How Your Work Impacts the Organization

The Regional Coordinators support our Retirement Planners and leadership team by onboarding new hires, supporting current team members and going helping to coordinate multiple activities. They constantly work with team members and internal business partners to provide the needed support so the end task can be accomplished.  The Regional Coordinator is an integral part of the planning and guidance team so tasks are completed in an efficient and responsible manner.

As a Regional Sales Coordinator, you will be part of a national team of highly motivated and sales focused individuals, in a fast-paced environment. Fidelity Investments, Personal & Workplace Investing's Tax-Exempt Market (TEM) sells and services retirement plans for the non-profit and government market.

Certifications:

Series 07 – FINRA

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.