Job Description:
The Expertise and Skills You Have
BA/BS required.Experience in a Defined Contribution Implementation role required.5+ years Sales or presentation experience.Strong presentation and consultative selling skills.Virtual presentation skills.Knowledge of the process for onboarding new clients and the tools used by the team.Knowledge of recordkeeping and other outsourcing services.Strong influence, problem solving and analytical skills.Strong project management skills.Ability to work independently and in as part of a team.Flexibility and ability to handle change.Able to balance multiple projects at once.Ability to travel 50% of the time.Participate in sales activities with prospects, rebid clients, and existing clients interested in growing their relationship with Fidelity.Deliver engaging and effective presentations which demonstrate our ability to deliver an on time and high-quality implementation process.Presentations are in-person, by phone or virtual.Provide assistance with RFP responses and development of customized timelines.Knowledgeable on all segments and products supported by the Implementation team.Serve as primary resource for business partners such as Sales Support, Sales, and Pricing.Keep current with benefits legislative information and industry trends.Identify emerging communications trends for the department/company.Provides market insight to internal business partners for development of new tools and services.Participate in non-client projects to benefit the unit or the department.
The Team
The Director, Sales Implementation Project Manager (PM) partners with Relationship Management and the Sales organization to retain existing client relationships and bring new Corporate and Tax-Exempt clients to Fidelity. The Sales PM will position Fidelity's implementation process and highlight our experience and expertise. The role supports rebid activity and new sales in the Strategic, Select, Large and TEM markets. The Sales PM also partners with sales to provide coaching to other team members during the sales process. This role will spend approximately 50% of their time supporting sales and 50% leading client implementation projects.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.