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<h3>Job Description:</h3>This dynamic role is designed for someone who enjoys the pursuit of retaining or attracting Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. The Role This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant/Sales Product Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs. This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs. The Expertise You Have <ul><li>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.) </li></ul><ul><li>Bachelor’s Degree required / MBA or other advance degree a plus </li></ul><ul><li>Minimum 7 years related product or industry experience / Fidelity experience desirable </li></ul><ul><li>Series 7 and 63 required (can be attained in role) </li></ul><ul><li>Approximately 15-25% travel requirement </li></ul>Proven Skills and Experiences You Bring <ul><li>Proactively collaborates, influences, and establishes relationships across the organization to deliver results. </li></ul><ul><li>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand. </li></ul><ul><li>Strong listening skills to identify internal and external customer needs. </li></ul><ul><li>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals. </li></ul><ul><li>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy. </li></ul>The Value You Deliver <ul><li>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies. </li></ul><ul><li>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery. </li></ul><ul><li>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos. </li></ul><ul><li>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs. </li></ul><ul><li>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process. </li></ul><ul><li>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers. </li></ul><ul><li>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery. </li></ul>The Team Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider. The base salary range for this position is $95,000-186,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Fidelity Investments

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3>Reporting directly to the Head of Sales Optimization, Acceleration, and Retention. Ongoing Associate and Plan Sponsor Servicing provides hands-on product leadership with planning, roadmap development, cross functional collaboration, sales delivery, deployment and performance tracking.You will work closely with Account Executives, Managing Directors and Partners to win Health and Welfare clients. This position leads a team of Solution Architects and Product &amp; Service Consultants who play a critical role in the sales delivery and support process for Workplace Investing Healthcare business.The Expertise We’re Looking For<ul><li>Health &amp; Welfare outsourcing services expertise required.</li><li>Bachelor’s Degree, minimum; master’s degree or MBA preferred.</li><li>Experience engaging with senior internal and external clients and partners</li><li>Experience delivering strong results while working in cross-organizational, highly matrixed environments.</li><li>Minimum of 10 years of experience in the healthcare product/industry experience.</li><li>A minimum of 7 years managing a team.</li><li>Experience in Workplace Investing with a solid understanding of operations and service delivery model</li><li>Series 7, 63, and 24 required (can be obtained in the role)</li></ul>The Purpose of Your RoleGuide our team in the delivery of high-quality support in pursuit of new clients. Own the day-to-day leadership of work assignment and serve as a point of escalation with our sales, product and other business partners. Lead team in group initiatives to drive innovation through process re-engineering and automation. Work with leadership team to set strategic direction and key priorities for this team and the Sales Ops group. Gain feedback from internal and external clients and ensure it is infused into how we work.The Skills You Bring<ul><li>Extensive management and health plan administration experience.</li><li>Strong knowledge of Fidelity’s products and services, management processes and overall Fidelity network a plus.</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives.</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments.</li><li>Outstanding oral and written presentation skills.</li><li>Strong communication and facilitation skills.</li><li>Outstanding meeting management skills.</li><li>Project management.</li><li>Strong organizational skills.</li><li>Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning.</li></ul>The Value You Deliver<ul><li>Managing day to day activities for associates – including deal assignments and balancing requests to support WI Healthcare sales goals.</li><li>Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning.</li><li>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process.</li><li>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible.</li><li>Assisting team in managing RFP responses and overall deal quality through entire sales cycle</li><li>Managing group initiatives to support key business goals.</li><li>Providing input to the sales strategy.</li></ul>How Your Work Impacts the OrganizationThe Sales Delivery leadership role plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, superior participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>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.

Vice President, Head of Healthcare Sales Delivery

<h3>Job Description:</h3>The RoleThe Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.The Manager, Implementation Project Management will do the following:<ul><li>Onboarding of new Fidelity Registered Investment Advisors and/or Broker Dealers</li><li>Supporting existing advisors and firms who are converting onto the platform.</li><li>Leading small to mid-level Implementation Projects as well as acting in a support capacity for larger conversion events</li></ul>The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) and Broker Dealers onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Manager, Implementation Project Management will be required to handle small to mid-level deals with and assist on larger, more sophisticated clients.The Expertise You Have<ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience.</li><li>3 – 5 years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul>The Skills You Bring<ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% of time</li></ul>The Value You Deliver<ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead small to mid-level projects, with varying degrees of complexity. Provide peer onsite support as business needs arise.</li></ul>The TeamFidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.Note: This role does not support sponsorship.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Client ServiceMost 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.

Manager / Sr. Manager, Implementation Project Manager - Institutional Wealth Management Services CE

<h3>Job Description:</h3>The Role As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals. Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients. They are a commissioned based investment product sales team accountable for sales goal achievement. Your team will have responsibility for driving sales results across our mutual fund, ETF, model, SMA and ALTs product lines. Your team’s command of sales process, driving a sales pipeline, and portfolio construction will be critical to success as they cover a sophisticated intermediary client base. The ability of your team to connect capital market dynamics into product opportunities is critical to successfully serving our clients and generating revenue to the firm. You will develop polished sales professionals, who achieve results through high activity metrics. You will lead a competitive and high energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship management roles. The Skills And Expertise you bring<ul><li>BA/BS degree required</li><li>3 years of experience in a financial services client facing role</li><li>Series 7 and 63 required</li><li>2+ years of leadership / management experience</li></ul><ul><li>Series 24 &amp; 51 is preferred or required within the first 90 days Ability to teach high level sales technique</li><li>Advising your sales team to win complicated pipeline opportunities</li><li>Strong motivator for daily assertive effort to achieve results</li><li>Can establish a collaborative and inclusive team environment</li><li>Want the accountability of leading a team to results</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The Team As a Senior Manager in the Fidelity Institutional (FI) organization. Specifically, you will be working in the Intermediary Investments Client Group which is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career. <h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost 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.

Senior Manager, Regional Investment Consultant

<h3>Job Description:</h3>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!The Expertise We’re Looking For<ul><li>Bachelor’s degree</li><li>Series 7 &amp; Series 63 licenses required (may be attained in role)</li><li>Experience in financial services and sales is helpful, but not required</li><li>Commitment to growing technical knowledge of the financial industry</li><li>Passion for capital markets and investment products</li><li>Aptitude and dedication for constant learning and self-improvement</li><li>Team player, confident, and self-motivated</li><li>Excellent communicator, excited to engage clients</li><li>Appreciate the challenge of working in a goal and results oriented environment</li></ul>As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. The three phases within the program: <ul><li>Licensing, training, and supporting financial advisor investment product inquiries</li><li>Pro-active client engagement to initiate new client relationships and sales opportunities</li><li>Sales territory ownership with an external sales partner, to drive investment product sales</li></ul>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: <ul><li>Capital Market and Investment Product Knowledge</li><li>Sales Process and Sales Territory Management</li><li>Consultative Presentation Capabilities</li><li>Financial Advisor and Intermediary Eco-System</li></ul>The Skills You Bring<ul><li>Your robust consultative selling, influencing and communication skills</li><li>A learner mindset, with determination for extensive skill development</li><li>Ability to develop technical depth in financial markets and investment product</li><li>Additive (or leader) to a competitive, collaborative, energized team</li><li>Organized, with ability to multitask, prioritize, and adjust to change</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Receptive to feedback and coaching</li><li>Thrive in team-based sales environment</li><li>Take initiative and strive to exceed expectations</li><li>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</li><li>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</li><li>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Compensation/Career Progression<ul><li>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</li><li>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</li><li>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost 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.

5 Sales Jobs in Rhode Island