Sales Strategist, Deal Management

Fidelity Investments•Covington, KY

3d•Onsite

About The Position

The Sales Strategist, Deal Manager role will support the Sales Team selling in the $1-50M plan size. This role will serve prospective plan sponsors and their advisors and is focused primarily on supporting and advancing Defined Contribution proposals from inception though sales commitment. Responsibilities include deal tracking and data updates in Salesforce, preparing plan pricing and fees, as well as supporting Request for Proposals (RFPs) and Sales Finals meeting support. It requires the ability to effectively manage and prioritize high volumes in a highly detailed environment at a critical phase of our sales process. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Requirements

Knowledge of defined contribution and/or financial services industry
Strong understanding of financial advisors and/or third-party administrators
Experience working with sales teams or in collaborative partnerships
Investment product knowledge
Robust communication and interpersonal skills
Good business acumen
Series 7 and 63 Required
Bachelors Degree or equivalent with 5+ years’ experience or Masters Degree with 3+ years’ experience
Outstanding attention to detail
Ability to take initiative in ownership of client deliverables
Excellent written and verbal communication skills
Ability to thrive in a very fast-paced demanding environment
Excellent organizational and time management skills
Solid collaboration skills and interpersonal skills to communicate effectively with business partners and team members at all levels of the organization
Strong individual contributor within a team environment
Creative problem-solving skills

Nice To Haves

Minimal travel requirement (<5%)

Responsibilities

Analyzing the proposal\presentation requirements with the other Deal team members and delivering pricing to prospects
Provide support from initial pricing through sales commitment. Managing the proposal activities and sales process for new business opportunities including developing responses, planning, organizing timeline and project deliverables.
Customizing materials and support for deal advancement, finals and follow-up. This includes the fund line ups, demo sites and finals presentation
Managing multiple requests and prioritizing workload to ensure sales needs are met
Managing and maintaining responses to improve proposal drafts and proposal database.
Deal tracking and data updates in Salesforce
Preparing plan pricing and fees
Supporting Request for Proposals (RFPs) and Sales Finals meeting support.