Business Development Consultant

5 days ago


Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

Fidelity Investments, a leading financial services company, seeks a skilled Business Development Consultant to join their team. This role is ideal for individuals with 3+ years of experience in financial services and client-facing sales.

Job Summary

This position is responsible for identifying and deploying learning solutions to enhance the skills of Fidelity's sales team. The successful candidate will lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, and product launches. A strong understanding of B2B Wholesaling and the ability to facilitate sales training are essential requirements for this role.

About the Role

The Business Development Consultant will work closely with the Fidelity Intermediary Investment Client Group Sales Team to develop and implement training programs that meet the needs of the organization. This includes creating curriculum topics, designing instructional materials, and acting as a subject matter expert. The role also involves working autonomously and leading projects, with a focus on delivering results and driving success across the organization.

Requirements
  • Bachelor's degree required; FINRA Series 7 and 63 certifications or equivalent required within 90 days
  • At least 3 years of experience in financial services and client-facing sales
  • Working knowledge of B2B Wholesaling and the ability to facilitate sales training
  • Strong communication skills, both written and verbal, with excellent presentation skills
  • Comfortable with technology, including Salesforce, Morningstar, Allego, and other tools
  • Able to coordinate multiple tasks with tight deadlines and prioritize effectively
  • Willingness to pitch in and help drive success across the organization
Salary Range

The estimated salary for this role is $80,000 - $110,000 per year, depending on experience and qualifications.

Benefits

Fidelity Investments offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off. The company also provides opportunities for professional development and growth, with a focus on fostering a culture of innovation and excellence.



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