General Management Leadership – Planning & Enablement Leader with Enhanced Onboarding Rotational Program

Job Description:

General Management Leadership – Planning & Enablement Leader with Enhanced Onboarding Rotational Program

The General Management Leadership program for Sales is an exciting new development program designed to strengthen our business by recruiting external senior level leadership talent who will bring diverse perspectives and experiences, allowing us to more creatively innovate and achieve our business objectives. This role is unique in that in addition to the primary job responsibilities, the incumbent will participate in a one-year rotational onboarding program designed to facilitate a more expedited acclimation to the firm and the Personal Investing (PI) Distribution organization. The leader will rotate through four different areas of our National Sales organization, including Managed Accounts, Regional Coaching, Planning & Advice and Fidelity Insurance.

During the rotations you will learn about the business, its key objectives and begin building relationships. You will learn the strategy and priorities and will be expected to share your perspective and influence decisions through your ideas and actions. In addition to rotations within the Sales organization, this leader will participate in curated experiences within other Distribution functions including Wealth Management, Distribution Service Operations, Regional Call Centers, Wealth Management and the Investor Centers.

The Expertise We’re Looking For

• 10 years of leadership experience preferably leading leaders and teams of planners, coaches and product specialist teams in the financial service industry
• Experience with advanced planning and book of business practice management
• Ability to balance multiple competing priorities across a wide range of activities, drivers, and outcomes.
• Proven track record of high levels of associate engagement across multiple roles and diverse teams.

Preferred:

• MBA or equivalent
• Certified Financial Planner designation
• Series 7, 9/10, 65/66
• This role may require up to 20% travel

The Purpose of Your Role

The primary responsibilities will be to serve as a Planning and Enablement leader, where you be a member of the Sales Senior Leadership Team (SLT) responsible for leading the strategy and execution of Sales strategic priorities, including creating a roadmap for achieving the priorities, implementing them and monitoring steps necessary to reach them. It involves setting priorities, allocating resources, and making decisions to advance the organization towards its goal of “helping more people”. Specific responsibilities include establishing SLT execution rhythms around staff meetings, business reviews, associate engagement, partnering with other functional P&E leaders to provide the sales perspective, as well as other standard leadership activities. In addition, the P&E leader will take on function-specific projects within Sales and will represent Sales in certain Distribution-wide projects.

The Skills You Bring

• Owns the outcome by creating vision, alignment, and commitment to achieve high levels of measurable results, including achieving and exceeding PI’s KPIs.
• Superior presentation skills with respect to small team meetings and/or large-scale seminars & workshops
• Has a client-obsessed mindset in always doing right by the client before the rest of the stakeholders.
• Empowers other to make decisions thereby scaling their own effectiveness leadership and developing others concurrently.
• Relevant knowledge of Fidelity culture and customer base, our products, tools, services and distribution model
• Ability to drive national initiatives and coordinate effectively with peers in regional centers and branch regions

The Value You Deliver

• Coaching New Leaders through their first year of development by providing basic skills, predictive practice and sustainment focused on the Leadership 5 Skills
• Providing skill assessments, personal 1:1 sessions, and regional development opportunities, in-person or virtually.
• Facilitating the “New Leader Experience” Cohort in partnership with a RCC.
• Sharing financial planning expertise to appropriately position Fidelity's retail guidance tools, products, and planning strategies

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

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.

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.