Senior Manager, Investment Product

3 weeks ago

Smithfield, Utah, United States Fidelity Investments Full time
Job Description:
The Role

As the Senior Manager, Product & Platform Solutions, you will play a pivotal role in ensuring that the CRG Group has the product and technology understanding to execute on the goals set forth by the business.

Your primary focus will be to partner with the Product & Practice Consulting, Product Management team, and Technology and Platform consulting teams to build training curriculums for our CRG associates.

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. Additionally, this role will be responsible for reinforcement training of existing knowledge and skills.

Alignment with business unit 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 Bring

  • 2-5 years of financial services experience
  • Track record of success managing competing projects and initiatives and prioritizing resources and time effectively
  • Ability to communicate effectively, influence, and navigate complex organizations
  • Ability to work autonomously and project manage
  • Strong presentation skills as well as solid written and verbal communication skills
  • Excellent organizational skills and the ability to coordinate multiple tasks within tight time constraints
  • True team player, always pitching in to drive success across the organization
  • Extremely resourceful, organized, and able to prioritize multiple priorities
  • FINRA Series 7 and 63 required or obtained within 90 days

The Team

The Sales/RM Learning and Engagement team is 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.

Our primary focus is supporting the organization from a sales training perspective.

Our ability to anticipate business needs and build scalable solutions to enable our sales and relationship management teams is what sets our team apart.

Certifications:

Series 0 - 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.

Why Fidelity

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's 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.

We have been recognized by our employees as a top 10 Best Place to Work in 2024.

We offer a range of opportunities for learning so you can build the career you've always imagined.

Our Work Environment

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.

Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period.

Our Values

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.

Certain roles may require candidates to go through a preliminary credit check during the screening process.

Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.

This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).

These investigations will account for 7 years or more of history, depending on the role.

Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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