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, MBA – Preferred
Series 7, 63 Licenses – Preferred/Required within 90 days
Excellent project management skills to track progress, drive and implement critical sales programs. including prioritizing and managing multiple prospects simultaneously.
Strong consultative, listening, communications and analytical skills; ability to balance strategy and execution in leading everyday work.
Ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers.
You are proficient with PowerPoint, with an emphasis on developing presentations and formatting data in a consumable format.
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%

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

Director, Sales Enablement

Key skills