Director, Segment Enablement - Clearing

Fidelity Investments • Smithfield, RI

1d • $103,000 - $211,000 • Hybrid

About The Position

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.

Requirements

• 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)
• Note: Fidelity is not providing immigration sponsorship for this position

Nice To Haves

• Experience working in the intermediary/institutional wealth marketplace; clearing and/or custody experience preferred.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director