Job Description:

　　Director, Learning RM, CRG

　　The Role

　　As the Director, Learning RM, CRG you will be instrumental in ensuring that the Fidelity IWMS Client Relationship Group (CRG) has the knowledge and skills necessary to execute on the goals set forth by the business. Your primary focus will be supporting the RIA, Family Office, Platform Sales and WBP segments from a sales training perspective. Your ability to be proactive and anticipate business needs, successfully build productive relationships, communicate effectively, project management skills and execution are all critical elements to be successful in the role.

　　We seek someone who has passion and thrives in developing and delivering impactful and innovative learning solutions that will drive sales and increase associate skill sets. This individual will be a strong, self-directed leader who can support comprehensive projects that impact the CRG organization. Industry knowledge & investment sophistication will be critical to building credibility in this role. Additionally, this role will be responsible for reinforcement training of existing knowledge and skills. Alignment with enterprise goals, an eye towards building scalable solutions, and a laser focus on measurement are all critical components for this role.

　　The Expertise and Skills You Bring

　　5-7 years of financial services and client facing sales experience Track record of success managing multiple large, sophisticated, cross functional competing projects and initiatives and prioritize resources and time effectivelyYou have the ability to communicate effectively, influence and navigate complex organizationsYour ability to facilitate sales training, work autonomously, and project manage is essentialYou have strong presentation skills as well as solid written and verbal communication skillsYou are able to communicate at all levels within the organizationYou have significant industry and market knowledgeYou have excellent organizational skills and the ability to coordinate multiple tasks within tight time constraintsYou are a true team player, always pitching in to drive success across the organizationYou are extremely resourceful, organized, and have the ability to prioritize multiple prioritiesYou can successfully deliver & receive feedback in order to positively affect behaviorFINRA Series 7 and 63 required or obtained within 90 days

　　The Team

　　The Sales/RM Learning and Engagement team is instrumental in ensuring that the Fidelity Institutional Client Relationship Group has the knowledge and skills necessary to execute on the goals set forth by the business. Our primary focus is supporting the organization from a sales training perspective. Our ability to anticipate business needs and build scalable solutions to enable our sales and relationship management teams is what sets our team apart.

　　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.