Job Description:

　　The Role

　　You will work as a senior member of the Sales/RM Learning & Engagement (L&E) team. This role is responsible for designing and delivering comprehensive training programs aimed at enhancing the Salesforce skills of our RM and Sales associates across our Client Relationship Group (CRG). This role will be pivotal in enabling our team to maximize the potential of Salesforce! This role will work with key stakeholders across the Institutional Wealth Management Services (IWMS) organization, the Salesforce squads and within the L&E team to manage work intake, training, and reinforcement of CRM best practices. Your ability to develop and customize Salesforce training programs to align with the specific needs and goals of segment teams will be a critical component of this role. In addition, your willingness to evaluate the efficiency of the training through assessment and feedback mechanisms will help ensure we are hitting the mark.

　　The Expertise and Skills You Bring

　　Excellent presentation and communication skillsSalesforce certification(s) is a strong asset (e.g. Salesforce Certified Administrator or Salesforce Certified Sales Cloud consultant)Proven experience as a Salesforce Trainer or similar roleStrong understanding of sales processes and CRM principlesProficiency in Salesforce CRM and associated toolsAbility to adapt training methods to various learning stylesProven ability to work well on a cross-functional team and partnering with senior leaders to drive success across the organizationExceptional problem-solving and interpersonal skillsDetail-oriented with a dedication to accuracyFINRA 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 vital 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.