Home
/
Management
/
Sales Project Manager
Sales Project Manager-April 2024
Boston
Apr 30, 2025
About Sales Project Manager

  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.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Head of Institutional Sales, Hong Kong and Greater China
Capital Group Capital Group is a privately owned, independent investment manager that is one of the world's largest active managers with $2.2tn in AUM (at end Dec 2022). Our company's mission is to i
Correctional Captain
Introduction Looking to advance in your career with the Connecticut Department of Correction? If so, we invite you to check out this opportunity! The Department of Correction (DOC) is looking to hire
Assistant Manager, Specimen Processing
Company Overview  The people of Memorial Sloan Kettering Cancer Center (MSK) are united by a singular mission: ending cancer for life. Our specialized care teams provide personalized, compassionate,
Head of Commercial Enablement & Organization
Position Overview: MediaRadar offers comprehensive advertising analysis for over 3.1 million brands across multiple media platforms including TV, digital, mobile, email, events, social media, and pri
Manager-Client Accounting
Position: Manager-Client AccountingLocation: Hong Kong   The Maples Group is a standard bearer in financial and legal services, trusted by many of the world’s largest hedge fund managers, private equ
BDC Manager
Want to work for one of the top automotive companies in the DMV? Join Jim Koons Automotive Companies! We are seeking a BDC Manager to join our award-winning team at our Wilmington Lexus location! We
Driver Manager
Current Living Spaces Employees: Please apply via your internal Workday Account. At Living Spaces, we take pride in being an environment that cultivates the best in our Team Members. From our corpora
Stage Manager
Position Information Job Category Casual Wage Position Title Stage Manager Full Time/Part Time Part Time Division Dean of the Faculty Department University Theater Hiring Wage/Salary Range $20/hr Dep
Assistant Construction Manager - Maricopa
Responsibilities Meritage Homes has an opportunity available as an Assistant Construction Manager in the City of Maricopa for personable individuals ready to take their careers to the next level! Spe
Senior Manager, Detection Engineering
Reports to: Director of Research and Development Location: Remote US Compensation Range: $190,000 to $210,000 base plus bonus and equity   What We Do:  Founded in 2015 as a fully remote company by fo
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved