Director, FI Distribution Enablement

Job Description:

The Role 

The Analytics & Commercialization Team is seeking a Director of Distribution Enablement to provide key support with vitality and emerging product enablement, distribution strategy, lead generation, targeting, and measurement to enable the sales execution by our various distribution teams, including Intermediary and Institutional, in collaboration with Distribution, Product, Marketing, and Analytics and Commercialization teams. Responsibilities include the following: 

• Partner closely with teams and individuals across FI to translate pivotal initiatives into execution plans, develop key metrics and data to track performance, and ensure timely execution of deliverables. 

• Collaborate with Distribution and Specialist teams to develop and implement segmentation plans and targeting strategy to accelerate the sale of emerging products. This may include developing a framework to identify new opportunities and optimize existing relationships, developing a cross-functional coverage model, and informing scorecard and KPI metrics. 

• Build strong presentations and data visualizations that effectively convey analytical findings and recommended actions to inform and influence decision-makers. Develop and deliver insights that build consensus around critical initiatives and execution plans and that inform stakeholders of implementation progress or hurdles. 

• Research and synthesize internal (FI/Enterprise) and external (market/industry) trends and data to inform thinking around distribution strategy and execution. 

• Engage with other members of the FI organization to help shape the operating model, and to streamline interactions with shared services teams. 

• Provide program management and execution support as needed. 

• Support strategic and tactical initiatives across enablement and distribution effectiveness teams, providing support for broad FI distribution initiatives and specific Analytics and Commercialization needs.  

• Provide program management and execution support as needed. Keep all stakeholders aligned and updated. 

• Partner closely with teams and individuals across FI to translate pivotal initiatives into execution plans, develop key metrics and data to track performance, and ensure timely execution of deliverables. 

• Ensure readiness with data for reporting, compensation, metrics, and instrumentation. 

• Build strong presentations and data visualizations that effectively convey analytical findings and recommended actions to inform and influence decision-makers.  

The Expertise and Skills You Bring  

• Self-starter, independently motivated, and excited by the prospect of working on strategic initiatives. Welcomes working in a fast paced, client focused environment requiring resourcefulness and flexibility. 

• Strong quantitative, analytical, and conceptual problem-solving skills combined with outstanding business insight. 

• Ability to work effectively in a team environment, collaborating with people representing a broad range of roles and expertise. 

• Ability to communicate complex ideas effectively and concisely, adapting communication style to suit differing audiences. 

• Capable of communicating with and influencing Fidelity leadership through relationship-building and high-quality presentations. 

• Intellectual curiosity and tenacity to develop creative approaches to problem solving.