Job Description:
Do you want to work for a fast paced, entrepreneurial organization where you make the difference? 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 strategic, multi-task and work effectively with all levels of management.
The Role
The Director, Sales Enablement partners alongside the IWMS Sales team through the entire 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
Bachelor’s Degree – Required, MBA – Preferred
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.
Travel required 10-15%
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Director, Sales Enablement role is a key 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.
The base salary range for this position is $103,000-211,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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 consult with your recruiter for the specific expectations for this position.