Senior Manager, Investment Product Solutions

5 days ago

Smithfield, Rhode Island, United States Fidelity Investments Full time
Job Description:

The Role

As the Senior Manager, Product and Platform Solutions, you will play a crucial role in ensuring that Fidelity Investments has the product and technology expertise to execute on its business goals. Your primary focus will be to partner with the Product and Practice Consulting, Product Management team, and Technology and Platform consulting teams to develop training curriculums for our 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 this role.

We seek someone who has a passion for 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 Fidelity organization. Additionally, this role will be responsible for reinforcing 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 experience in the financial services industry
  • A track record of success managing competing projects and initiatives and prioritizing resources and time effectively
  • The ability to communicate effectively, influence, and navigate complex organizations
  • The 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
  • A 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 Fidelity Investments has the knowledge and skills necessary to execute on its business goals. 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 07 - FINRA

About Fidelity Investments

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of its 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 clients' money.

Our Culture

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, which 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.

Our Commitment to Diversity and Inclusion

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. We invite you to find out more about our commitment to diversity and inclusion.

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