Director, Sales Enablement

• 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

• 10+ years of relevant Financial Services: B/D, direct RIA, Custody within the Brokerage industry
• Bachelor’s Degree – Required
• Series 7, 63 Licenses – Preferred/Required within 90 days
• Excellent project management skills to track progress, drive and implement critical sales programs
• Strong consultative, listening, communications and analytical skills
• Ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers
• Proficient with PowerPoint, with an emphasis on developing presentations and formatting data
• 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%

MBA – Preferred

• 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