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Senior Manager, Go-to-Market Planning

3 months ago

Boston, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

In the role of Senior, Manager Go-to-Market Planning, you will partner across functional groups to plan, build and execute Go-to-Market strategies for new products and solutions to be distributed by IWMS and FI.\u00A0 The role will primarily focus on go-to-market activities for proprietary investment products, including Alternatives, ETFs, Model Portfolios and SMAs.\u00A0 The role will manage Go-to-Market engagements both as an individual and in partnership with teammates as dictated by the scope and complexity of the initiatives. The team plays a critical role in helping IWMS and FI execute against strategic initiatives and priorities, as well as enabling IWMS and FI Sales and RM teams to meet their goals.\u00A0

This includes the following key elements:

  • Organizing Go-to-Market engagement teams made up of functional partners to drive, define and manage comprehensive Go-to-Market plans (product, marketing, targeting, readiness)
  • Executing against a consistent framework of Go-to-Market tasks and deliverables to ensure complete and consistent product and solution implementations
  • Partnering with Relationship Management and Sales leaders to understand distribution strategies, associate preparedness, and on-going support resource needs for driving new Product and Solution distribution success in the marketplace

The Expertise and Skills You Bring

  • 3-5 years or more of relevant work experience in a distribution function or a functional partner role
  • Experience with selling or supporting the development/promotion of investment products
  • Series 7, 63 Licenses Required within 90 days
  • Experience in demonstrating leadership/influence and collaboration both with direct team members and matrixed partners across multiple and diverse groups
  • Excellent engagement skills, including the ability to work across the organization and interact/influence/negotiate effectively
  • Critical thinking with excellent judgment and strong initiative
  • Outstanding project management skills, with dedicated attention to detail and organization.
  • Learning attitude; positive approach to experimentation and failure; willingness to continuously evolve approaches to execution against responsibilities and driving value to the business

The Team

The Senior Manager, Go-to-Marketing Planning role is a critical member of the Market Readiness organization supporting IWMS and FI. Market Readiness is responsible for planning and enabling the execution of organizational initiatives that help our clients and prospects engage effectively with IWMS and FI. Key partners include the Client Relationship Groups, Product, Marketing, Practice Management, Finance, Legal and Compliance among others.





Certifications:

Series 07 - FINRA, Series 63 - 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.