About the role

  • Director, Sales Enablement driving scale and efficiency through partnership with IWMS Sales team. Engaging with prospect firms to execute sales strategies for Clearing and Custody prospects.

Responsibilities

  • Partner through the Sales Deal Support Cycle: Firm Profiling, Request for Proposal, Prospect Project Plan, Financials, Risk Review, Discovery, and Agreements.
  • Drive business outcomes by aligning organizational support and serving as a liaison across IWMS, FI, and third parties
  • Participate in the planning and sales execution strategy for Clearing and Custody prospects plays alongside the Segment Management Teams.
  • Directly engage with prospect firms throughout the sales process, including responding to due diligence requests and helping educate firms on right fit Fidelity solutions.
  • Fostering relationships with internal and external Centers of Influence who are essential members of the platform sales ecosystem.

Requirements

  • 10+ years of relevant Financial Services: B/D, direct RIA, Custody within the Brokerage industry
  • Bachelor’s Degree – Required, MBA – Preferred
  • Series 7, 63 Licenses – Preferred/Required within 90 days
  • Excellent project management skills to track progress, drive and implement critical sales programs. including prioritizing and managing multiple prospects simultaneously.
  • Strong consultative, listening, communications and analytical skills; ability to balance strategy and execution in leading everyday work.
  • Ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers.
  • You are proficient with PowerPoint, with an emphasis on developing presentations and formatting data in a consumable format.
  • Excellent communication skills (written, verbal, and presentation) with the ability to influence C level, executive presence.
  • Learning attitude; positive approach to experimentation and failure
  • Travel required 10-15%

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Job title

Director, Sales Enablement

Job type

Experience level

Lead

Salary

$103,000 - $211,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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