Manager, Sales Enablement and Operations

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

Category:

Program/Project Management

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).