Director, Institutional Market Enablement
Job Description
Job Description:
The Role
In the role of Director, Institutional Market Enablement, you will work across the Institutional Sales, Relationship Management, and Consultant Relations teams, as well as a broad set of Asset Management and FI functional groups to implement business strategy and execution plans required to achieve sales and financial targets in alignment with Institutional Client Group (ICG) goals and objectives. This role is a critical strategic enabler to the ongoing growth and success of the ICG business and presents an opportunity to collaborate across various groups within and beyond FI.
The Expertise and Skills You Bring
- *Bachelor's Degree - Required, MBA - Preferred
- Relevant work experience supporting Distribution, Service or Client Management, Project or Program Management, Finance, Data Analysis, and Marketing
- General knowledge of institutional product line and vehicle types is preferred
- Basic understanding of the different business units within a large financial services institution such as Fidelity
- Experience in demonstrating leadership, influence and collaboration in a matrix-managed environment, and across multiple and diverse groups
- Track record of success managing cross functional projects or initiatives
- Strong communication, interpersonal and analytical skills
- Learning mindset; positive approach to experimentation and failure
- Critical thinking and strong initiative
- Dedicated attention to detail and organization
- Strong PowerPoint and Excel skills
- Series 7 and 63 preferred (required within 90 days of hire)
The Team
The Institutional Market Enablement team provides a broad range of services to our Institutional distribution associates and managers. This role supports the effective identification and implementation of key organizational initiatives.
We influence strategic planning and implementation processes in support of business goals. Our team provides valued input into business decisions that impact the strategic direction of the distribution organization, in particular the integration with Sales, Relationship Management and Consultant Relations and consultation with senior distribution partners.
Much of our time is spent collaborating with business partners to drive requirements for business initiatives, removing obstacles on behalf of the sales and relationship teams. Lastly, our efforts are focused on driving alignment with functional business partners including Investment Product, Strategy, Marketing, Technology, Finance and Learning & Development team members.
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Sales SupportMost 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 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.
Job Description:
The Role
In the role of Director, Institutional Market Enablement, you will work across the Institutional Sales, Relationship Management, and Consultant Relations teams, as well as a broad set of Asset Management and FI functional groups to implement business strategy and execution plans required to achieve sales and financial targets in alignment with Institutional Client Group (ICG) goals and objectives. This role is a critical strategic enabler to the ongoing growth and success of the ICG business and presents an opportunity to collaborate across various groups within and beyond FI.
The Expertise and Skills You Bring
- *Bachelor's Degree - Required, MBA - Preferred
- Relevant work experience supporting Distribution, Service or Client Management, Project or Program Management, Finance, Data Analysis, and Marketing
- General knowledge of institutional product line and vehicle types is preferred
- Basic understanding of the different business units within a large financial services institution such as Fidelity
- Experience in demonstrating leadership, influence and collaboration in a matrix-managed environment, and across multiple and diverse groups
- Track record of success managing cross functional projects or initiatives
- Strong communication, interpersonal and analytical skills
- Learning mindset; positive approach to experimentation and failure
- Critical thinking and strong initiative
- Dedicated attention to detail and organization
- Strong PowerPoint and Excel skills
- Series 7 and 63 preferred (required within 90 days of hire)
The Team
The Institutional Market Enablement team provides a broad range of services to our Institutional distribution associates and managers. This role supports the effective identification and implementation of key organizational initiatives.
We influence strategic planning and implementation processes in support of business goals. Our team provides valued input into business decisions that impact the strategic direction of the distribution organization, in particular the integration with Sales, Relationship Management and Consultant Relations and consultation with senior distribution partners.
Much of our time is spent collaborating with business partners to drive requirements for business initiatives, removing obstacles on behalf of the sales and relationship teams. Lastly, our efforts are focused on driving alignment with functional business partners including Investment Product, Strategy, Marketing, Technology, Finance and Learning & Development team members.
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Sales SupportMost 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 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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
Related Jobs
Oregon Lottery
We are looking for an experienced Senior Manager, Human Resources to lead our HR team and serve as the Head of HR for the Lottery. You will partner directly with the C-Suite to lead our people strateg
Treasure's Academy LLC
Are you ready to earn money from the comfort of your own home? This exciting opportunity is perfect for anyone with a variety of skills and backgrounds – whether you’ve been an administrative assistant, data entry clerk, typist, customer service
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of i...
Oregon Lottery
We are looking for an experienced Senior Manager, Human Resources to lead our HR team and serve as the Head of HR for the Lottery. You will partner directly with the C-Suite to lead our people strateg
Treasure's Academy LLC
Are you ready to earn money from the comfort of your own home? This exciting opportunity is perfect for anyone with a variety of skills and backgrounds – whether you’ve been an administrative assistant, data entry clerk, typist, customer service
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of i...
Oregon Lottery
We are looking for an experienced Senior Manager, Human Resources to lead our HR team and serve as the Head of HR for the Lottery. You will partner directly with the C-Suite to lead our people strateg
Treasure's Academy LLC
Are you ready to earn money from the comfort of your own home? This exciting opportunity is perfect for anyone with a variety of skills and backgrounds – whether you’ve been an administrative assistant, data entry clerk, typist, customer service
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of i...
Oregon Lottery
We are looking for an experienced Senior Manager, Human Resources to lead our HR team and serve as the Head of HR for the Lottery. You will partner directly with the C-Suite to lead our people strateg
Treasure's Academy LLC
Are you ready to earn money from the comfort of your own home? This exciting opportunity is perfect for anyone with a variety of skills and backgrounds – whether you’ve been an administrative assistant, data entry clerk, typist, customer service
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of i...
Oregon Lottery
We are looking for an experienced Senior Manager, Human Resources to lead our HR team and serve as the Head of HR for the Lottery. You will partner directly with the C-Suite to lead our people strateg
Treasure's Academy LLC
Are you ready to earn money from the comfort of your own home? This exciting opportunity is perfect for anyone with a variety of skills and backgrounds – whether you’ve been an administrative assistant, data entry clerk, typist, customer service
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of i...
Fidelity Investments would like you to finish the application on their website.
