Manager, Sales Enablement and Operations

4 weeks ago

Boston, United States Fidelity TalentSource LLC Full time



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

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.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples 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. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

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 (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, 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.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. 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.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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