Training and Quality Specialist responsible for mentoring and developing talent at BCM One. Overseeing quality control and creating training programs in a hybrid role.
SF
Hybrid Client Training Specialist
Posted 2 months ago
About the role
- Deliver product, technical, and consultative training to RIAs. Develop materials and manage training projects for Fidelity Institutional's custody and brokerage clients.
Responsibilities
- Deliver product, operational services, and technical training, and consultative services to Registered Investment Advisors in person or virtually
- Assist in the development of training materials and documentation as subject matter expert on products and services
- Deliver web-based, telephone-based, video-based, and/or on-site training to drive operational efficiencies
- Lead individual assignments and update resourcing tool to allow for capacity planning and provide status on client training
- Demonstrate business knowledge by navigating Custody organization and building network of contacts
- Manage relationship with RIA Clients, Bank Trust, Retirement Advisors and Record Keepers; establish rapport and understand roles and expectations
- Communicate clearly, cultivate relationships, and support business decisions while raising issues when quality standards disagree with business goals
Requirements
- 4+ years of work experience in either a financial services or brokerage company
- Undergraduate degree required
- Travel required – approximately 15%
- Prior training experience is preferred
- Series 07 - FINRA
- Series 63 - FINRA
- Excellent facilitation and presentation skills
- Outstanding communication skills, organization, accuracy, and detail orientation
- Proficiency with MS Office; specifically PowerPoint and Word
- Superior knowledge of Fidelity brokerage policy and procedures; knowledge of FCCS products and services preferred
- Ability to work independently with minimal direction
- NOTE: This req is not considering candidates that require sponsorship
Benefits
- Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F)
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process
- Diverse and inclusive workplace
- Equal opportunity employer
- For information about working at Fidelity, visit FidelityCareers.com
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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