Senior Manager, Sales and Market Readiness
3 weeks ago
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Senior Manager, Sales and Market Readiness
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locations
Boston, MA
Smithfield, RI
time type
Full time
posted on
Posted 3 Days Ago
job requisition id
2079851
Job Description:
The Role
In the role of Senior Manager,
Sales Enablement and Operations
you will partner with key leadership teams across Fidelity Institutional Wealth Management Services (IWMS) including Segment Management, Segment Enablement, and the Sales/Relationship Management leadership team on critical initiatives that drive efficiency and bring scale to a client facing organization with 150+ associates The Senior Manager will:
Support Segment Management in creating sales and relationship management strategies
Partner with Segment Enablement to create actionable plans that drive segment-specific strategies. Implement and champion those plans across the broader client facing organization
Develop processes to more efficiently address programmatic requests from Sales and Relationship Management teams
Create connectivity across IWMS and Fidelity Institutional (FI) to align support required to drive favorable business outcomes
Maintain cross-segment programs that are critical for business operations
The Expertise and Skills You Bring
4+ years of relevant work experience in a sales, relationship management, or distribution function.
Bachelor’s Degree – Required
Series 7, 63 Licenses – Preferred/Required within 90 days
Execution-oriented background with demonstrated experience driving strategic initiatives into a large organization
Ability to prioritize both short-term and long-term requests from multiple stakeholders across Sales, Relationship Management, and Segment Management teams
Excellent project management skills to track progress, implement, and measure critical plays
Strong consultative, listening, communications and analytical skills; ability to balance strategy and execution in leading everyday work
Ability to work across the organization and
interact/influence/negotiate
effectively at all levels of management and peers
Deep industry knowledge that will translate into insights that empower the Sales team to reach new prospects and support the Relationship Management team in deepening its engagement with existing clients
Learning attitude; positive approach to experimentation and failure
The Team
The Senior Manager, RM Market Readiness role is a critical member of the Market Readiness organization within IWMS. Market Readiness is responsible for planning and enabling the execution of initiatives that help our clients and prospects engage effectively with IWMS. Key partners include leadership across the Client Relationship Group, Marketing, Practice Management, Finance, Legal and Compliance among others.
Certifications: Series 07 - FINRA Category: Program/Project Management
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