Job Description
Job Description:
The Role
Do you find fulfillment in helping others succeed? Are you interested in joining a dynamic team focused on increasing associate knowledge and skills, driving culture and impacting broader organizational goals? In partnership with the Fidelity Intermediary Investment Client Group Sales Team, this role is essential in identifying and deploying learning solutions to help build a stronger sales team. You will lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, product launches etc.
Industry knowledge & investment sophistication will be critical as you will train our distribution organization to sell and market a full range of investment products and services to financial advisors in the advisor marketplace. You will also be responsible for reinforcement training of existing knowledge and skills in addition to acting as a subject matter expert on curriculum topics and will assist with instructional design as needed.
The Expertise and Skills You Bring
- 3-5 years of financial services and client facing sales experience
- Bachelor's degree
- FINRA Series 7 and 63 required or obtained within 90 days
- Working knowledge of B2B Wholesaling
- The ability to facilitate sales training, work autonomously and lead projects
- Strong communication skills - written, verbal and formal presentation
- Significant product, industry and market knowledge
- Comfortable with technology (Salesforce, Morningstar, Allego, etc.)
- The ability to coordinate multiple tasks with tight time constraints
- Willingness to pitch in and help to drive success across the organization
- Ability to be innovative, highly organized and can prioritize
- Deliver and receive feedback in order to positively affect behavior
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Learning and Enablement team is instrumental in ensuring that the Fidelity Intermediary Investment Client Group has the knowledge and skills necessary to execute on the goals set forth by the business. Our primary focus is supporting the organization from a sales training perspective. Our ability to anticipate business needs and build scalable solutions to enable our sales and relationship management teams is what sets our team apart.
Certifications:
Series 63 - FINRA, Series 7 - FINRACategory:
TrainingMost 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
Do you find fulfillment in helping others succeed? Are you interested in joining a dynamic team focused on increasing associate knowledge and skills, driving culture and impacting broader organizational goals? In partnership with the Fidelity Intermediary Investment Client Group Sales Team, this role is essential in identifying and deploying learning solutions to help build a stronger sales team. You will lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, product launches etc.
Industry knowledge & investment sophistication will be critical as you will train our distribution organization to sell and market a full range of investment products and services to financial advisors in the advisor marketplace. You will also be responsible for reinforcement training of existing knowledge and skills in addition to acting as a subject matter expert on curriculum topics and will assist with instructional design as needed.
The Expertise and Skills You Bring
- 3-5 years of financial services and client facing sales experience
- Bachelor's degree
- FINRA Series 7 and 63 required or obtained within 90 days
- Working knowledge of B2B Wholesaling
- The ability to facilitate sales training, work autonomously and lead projects
- Strong communication skills - written, verbal and formal presentation
- Significant product, industry and market knowledge
- Comfortable with technology (Salesforce, Morningstar, Allego, etc.)
- The ability to coordinate multiple tasks with tight time constraints
- Willingness to pitch in and help to drive success across the organization
- Ability to be innovative, highly organized and can prioritize
- Deliver and receive feedback in order to positively affect behavior
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Learning and Enablement team is instrumental in ensuring that the Fidelity Intermediary Investment Client Group has the knowledge and skills necessary to execute on the goals set forth by the business. Our primary focus is supporting the organization from a sales training perspective. Our ability to anticipate business needs and build scalable solutions to enable our sales and relationship management teams is what sets our team apart.
Certifications:
Series 63 - FINRA, Series 7 - FINRACategory:
TrainingMost 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.
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