Director, Institutional Market Enablement
1 week ago
The Role
In the role of Director, Institutional Market Enablement, you will work across the Institutional Sales, Relationship Management, and Consultant Relations teams, as well as a broad set of Asset Management and FI functional groups to implement business strategy and execution plans required to achieve sales and financial targets in alignment with Institutional Client Group (ICG) goals and objectives. This role is a critical strategic enabler to the ongoing growth and success of the ICG business and presents an opportunity to collaborate across various groups within and beyond FI.
The Expertise and Skills You Bring
- Bachelor's Degree - Required, MBA - Preferred
- Relevant work experience supporting Distribution, Service or Client Management, Project or Program Management, Finance, Data Analysis, and Marketing
- General knowledge of institutional product line and vehicle types is preferred
- Basic understanding of the different business units within a large financial services institution such as Fidelity
- Experience in demonstrating leadership, influence and collaboration in a matrix-managed environment, and across multiple and diverse groups
- Track record of success managing cross functional projects or initiatives
- Strong communication, interpersonal and analytical skills
- Learning mindset; positive approach to experimentation and failure
- Critical thinking and strong initiative
- Dedicated attention to detail and organization
- Strong PowerPoint and Excel skills
- Series 7 and 63 preferred (required within 90 days of hire)
The Institutional Market Enablement team provides a broad range of services to our Institutional distribution associates and managers. This role supports the effective identification and implementation of key organizational initiatives.
We influence strategic planning and implementation processes in support of business goals. Our team provides valued input into business decisions that impact the strategic direction of the distribution organization, in particular the integration with Sales, Relationship Management and Consultant Relations and consultation with senior distribution partners.
Much of our time is spent collaborating with business partners to drive requirements for business initiatives, removing obstacles on behalf of the sales and relationship teams. Lastly, our efforts are focused on driving alignment with functional business partners including Investment Product, Strategy, Marketing, Technology, Finance and Learning & Development team members.
- Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Sales Support
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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