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<h3>Job Description:</h3>The RoleAs a Client Service Management Team Lead in Stock Plan Services (SPS), you will lead, coach, and champion a team of Client Service Managers (CSM) responsible for delivering operational integrity, service, and support for plan sponsors’ administration of equity compensation plans. Our mission is to deliver market leading knowledge and innovation with an objective to make it easy for our clients to do business with us and reach their desired outcomes. Success is measured through client satisfaction, client retention, team development, and improving operational execution and scale. This role will:<ul><li>Own overall accountability for the day-to-day servicing of a book of stock plan clients through leading and developing a team of Client Service Managers</li><li>Cultivate a climate that values and rewards positive contributions, curiosity, inclusion, diversity, initiative, and achievement of results</li><li>Anticipate and resolve roadblocks, challenges, and dependences within and across functional teams</li><li>Find opportunities for improvement and champion system enhancements and process improvements</li><li>Handle client concerns and represent the voice of the client to ensure our organization is prioritizing and delivery on outstanding service and customer obsession </li><li>Work closely with internal business partners and external client contacts at various organizational levels</li><li>Coach and empower team members, providing feedback and positive recognition </li><li>Create vision, influence, and execute strategic initiatives to deliver client and participant satisfaction, scalability, and efficiency</li></ul>The Expertise and Skills You Bring<ul><li>5+ years of Client Service experience; preferably within Equity Compensation / Employer Benefits / Brokerage Industry</li><li>Proven experience leading a service organization with superior results</li><li>Ability to coach and inspire a team to grow and develop</li><li>Outstanding relationship builder, problem solver and communicator</li><li>A curiosity for innovation and process improvement with proven ability to advocate, influence and mobilize </li><li>A passion for working collaboratively with peers and business partners to build a culture of inclusion and success</li><li>Listens to feedback and collaborates on solutions that deliver the best outcome for our clients and the overall organization</li><li>College degree preferred or equivalent work-related experience</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamStock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPS Client Service Management, delivers outstanding service to help drive SPS client growth &amp; retention in a fast paced, growing organization. We are a team of creative problem solvers, productive relationship-builders and have a bias towards action. Our commitment is to remain grounded in the client experience and apply a customer obsessed approach to everything we do. <h3>Certifications:</h3><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.

Fidelity Investments

Vice President, Client Service Management Team Lead, Stock Plan Services

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, 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.

Workplace Planning Associate - Salt Lake City, Utah

ABOUT GREYSTARGreystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $320 billion of real estate in 250 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 977,000 units/beds globally, and has a robust institutional investment management platform comprised of more than $78 billion of assets under management, including over $36 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYThe Sales Support Specialist plays a crucial role in driving the leasing process by providing exceptional support to prospective residents. This role is responsible for responding promptly to incoming inquiries, nurturing leads, and coordinating property tours to ensure a seamless and engaging experience. The Sales Support Specialist will act as the first point of contact for potential residents, offering detailed information about rental communities, amenities, and leasing terms while maintaining regular communication to keep leads warm and interested. Key responsibilities include scheduling property tours, conducting follow-up communications to address concerns, and leveraging CRM tools to track interactions and ensure timely follow-ups. This position also involves optimizing lead conversion by collaborating with the leasing team, as well as maintaining accurate reporting on lead activity and conversion rates. The ideal candidate is customer-focused, organized, and has strong communication skills, with the ability to engage prospects effectively and help guide them through the leasing journey.JOB DESCRIPTION•&nbsp;&nbsp; &nbsp;Lead Response: Promptly respond to all incoming calls, emails, and inquiries from prospective residents, ensuring a positive first impression and addressing their needs effectively. •&nbsp;&nbsp; &nbsp;Lead Nurturing: Maintain regular communication with leads to keep them engaged, warm, and interested in our rental properties. Utilize CRM tools to track interactions and follow-ups. •&nbsp;&nbsp; &nbsp;Appointment Coordination: Schedule and coordinate property tours for potential residents, ensuring a smooth and welcoming experience. •&nbsp;&nbsp; &nbsp;Follow-Up: Conduct timely follow-up communications after property tours to answer any additional questions and address any concerns, helping to move leads further along in the leasing process. •&nbsp;&nbsp; &nbsp;Information Provision: Provide accurate information about rental communities, pricing, availability, amenities, and leasing terms to potential residents. •&nbsp;&nbsp; &nbsp;Conversion Optimization: Utilize best practices to convert leads into leases, working closely with the leasing team to streamline the process. •&nbsp;&nbsp; &nbsp;Reporting: Maintain and update lead tracking reports, analyze data to identify trends, and provide feedback to improve lead management strategies.#LI-SB2Additional Compensation:<ul><li>Corporate Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li>Onsite Property Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul>Robust Benefits Offered*:<ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

3 Sales Jobs in Utah