Job Description:
JOB TITLE: Director, Sales Enablement
This position requires planning and organizing resources across Institutional Wealth Management Services (IWMS) to win and convert business from competitors. Evaluating opportunities, communicating, and coordinating action plans in partnership with the sales team and stakeholders across IWMS and FI are key to our success. The successful candidate must be able to be a strategic thinker, multi-task and work effectively with all levels of management.
The Role
The Director, Sales Enablement partners alongside the IWMS Sales team through the stages of a prospect engagement and critical initiatives to drive scale and efficiency to each of the sales segments. These include the following key elements:
Partner through the Sales Deal Support Cycle: Firm Profiling, Request for Proposal, Prospect Project Plan, Financials, Risk Review, Discovery, and Agreements.
Drive business outcomes by aligning organizational support and serving as a liaison across IWMS, FI, and third parties
Participate in the planning and sales execution strategy for Clearing and Custody prospects plays alongside the Segment Management Teams.
Directly engage with prospect firms throughout the sales process, including responding to due diligence requests and helping educate firms on right fit Fidelity solutions.
Fostering relationships with internal and external Centers of Influence who are essential members of the platform sales ecosystem.
The Expertise and Skills You Bring
10+ years of relevant Financial Services: B/D, direct RIA, Custody within the Brokerage industry
Bachelor’s Degree – Required, MBA – Preferred
Series 7, 63 Licenses – Preferred/Required within 90 days
A comprehensive understanding of the Fidelity Institutional and IWMS Organization. Including wealth management marketplace, technology solutions, investment products, capital markets and operations.
Excellent project management skills to track progress, drive and implement critical sales programs. including prioritizing and managing multiple prospects simultaneously.
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.
You are proficient with PowerPoint, with an emphasis on developing presentations and formatting data in a consumable format.
Excellent communication skills (written, verbal, and presentation) with the ability to influence C level, executive presence.
Learning attitude; positive approach to experimentation and failure.
The Team
The Director, Sales Enablement role is a key member of the Market Enablement organization within IWMS. Market Enablement is responsible for planning and enabling the execution of initiatives for the Client Relationship Group to 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, Series 63 - FINRACategory:
Program/Project ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.