In the role of Director, Segment Enablement you will partner with key leaders across Fidelity Institutional (FI ) including Segment Management, Sales/Relationship and other functional partners to drive organizational alignment and execution around the most critical objectives and initiatives for Fidelity’s Clearing business.
Support the planning, execution, tracking, and reporting of segment specific initiatives that meet the evolving needs of our clients and support the deepening of our relationships
Support segment leadership with the strategic development of leadership updates with a notable emphasis on being a “thought partner” and translating business strategies into synthesized, executive appropriate content
Drive management of the business through a rigorous use of data and associated analysis
Create institutional advocacy for segment needs across functional partner teams (examples: Marketing, Analytics, Technology) in a way that helps drive successful outcomes for both our clients and Fidelity
Drive the various business management processes in support of the segment, including running point for the annual National Sales and RM meeting, All Associates Meetings, etc.
4+ years of relevant work experience in a sales, relationship management, or distribution function, or supporting partner organization (e.g., Finance, Client Services, etc.)
Experience working in the intermediary/institutional wealth marketplace; clearing and/or custody experience preferred.
Bachelor’s Degree – Required
Industry knowledge that can help inform and shape successful segment initiatives
Strong data analytical skills
Strong powerpoint skills
Excellent project management skills
Strong consultative, listening, and communications skills
Commercially focused ability to balance strategy and execution in leading everyday work
Ability to work across the organization and interact/influence/negotiate effectively at all levels
Ability to prioritize both short-term and long-term requests from multiple stakeholders
Learning attitude
Series 7 and 63(can be obtained within 90 days)
The Director, Segment Enablement for Fidelity’s Clearing business is a critical member of the Segment Management team within the IWMS Go-to-Market and Strategy organization. Segment Management 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, Client Experience, Marketing, Practice Management, Finance, Legal and Compliance among others.
The base salary range for this position is $103,000-211,000 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 benefits 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. Please consult with your recruiter for the specific expectations for this position.
Series 07 - FINRA, Series 63 - FINRA
Program/Project Management
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$103,000 – $211,000
Base + Bonus
