Job Description:
As the Health & Welfare (H&W) Sales Manager in Workplace Investing, you will be part of the Sales Senior Management team, leading a national sales team responsible for growth of new H&W business for Workplace Investing across all markets.
In this role, you will strategically oversee all pipeline sales management and reporting while leading and coaching Account Executive (AE) performance, specifically with opportunity advancement. You will also collaborate with business partners, including Relationship Management, to foster the best chances for opportunity development.
In addition, you will support senior leadership with goal development by segment and communication with AE's and others across the organization. This will require effective documentation and communication. Accountability is key.
The Expertise and Skills You Have
- Proven empathetic leadership experience
- Sales and/or sales process experience
- Strong coaching ability
- Industry experience preferred, but not required
- You should bring strong communication and collaboration skills to the role that can be applied to your team, our internal business and the marketplace
- You should have excellent creative and strategic thinking skills that can be applied both to our sales process, as well as strategically to how we go to market
- You should bring exceptionally strong interpersonal skills, emotional intelligence and empathy in managing your team, internal and external relationships in a proactive, energetic and customer-obsessed way.
- You must demonstrate a strong ability to be a quick study - aptitude and intelligence will be important in this fast-moving part of our business
- You should have a strong comfort with data and data analytics to help leverage and drive better decision-making on our go to market strategy and where to focus our sales efforts
- Coaching, leading and managing a team of proven sales professionals
- Engaging and collaborating internally with key partners across Relationship Management, Operations, Marketing, Product, Finance and other parts of the business to lead on our go to market strategy in these spaces
- Representing voice of the market and voice of the customer amongst the extended leadership team within Fidelity
- Setting direction for our sales organization and the overall growth of our business as part of the senior sales management team that drives Fidelity's leadership in the marketplace
- As part of the senior sales management team, creating an inclusive and fun environment which results in your team and WI Sales being one of the best places to work in any industry
The Team
The SVP, H&W Sales Manager leads a team of tenured AE's who are dispersed geographically around the country. This team enjoys support in a number of areas of the sales process by individuals in our sales support organization. The AE's lead a complex B2B sales process that ultimately culminates in a team sale, involving various representatives of our Workplace Investing business, including but not limited to Relationship Management, Operations, Implementation and Communications. The SVP, H&W Sales Manager also works with key partners in Finance, Marketing, Reporting and other functions to optimize our go to market strategy.
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 top 10 Best Place to Work in 2024. 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.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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.
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.
