What are the responsibilities and job description for the Facilitator, IICG position at Fidelity Investments?
Job Description
The Role
Do you find fulfillment in helping others succeed? Are you interested in joining a dynamic team focused on increasing associate knowledge and skills, driving culture and impacting broader organizational goals? In partnership with the Fidelity Intermediary Investment Client Group Sales Team, this role is essential in identifying and deploying learning solutions to help build a stronger sales team. You will lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, product launches etc.
Industry knowledge & investment sophistication will be critical as you will train our distribution organization to sell and market a full range of investment products and services to financial advisors in the advisor marketplace. You will also be responsible for reinforcement training of existing knowledge and skills in addition to acting as a subject matter expert on curriculum topics and will assist with instructional design as needed.
The Expertise And Skills You Bring
The Team
The Learning and Enablement team is instrumental in ensuring that the Fidelity Intermediary Investment Client 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
Series 63 - FINRA, Series 7 - FINRA
Category
Training
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
Do you find fulfillment in helping others succeed? Are you interested in joining a dynamic team focused on increasing associate knowledge and skills, driving culture and impacting broader organizational goals? In partnership with the Fidelity Intermediary Investment Client Group Sales Team, this role is essential in identifying and deploying learning solutions to help build a stronger sales team. You will lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, product launches etc.
Industry knowledge & investment sophistication will be critical as you will train our distribution organization to sell and market a full range of investment products and services to financial advisors in the advisor marketplace. You will also be responsible for reinforcement training of existing knowledge and skills in addition to acting as a subject matter expert on curriculum topics and will assist with instructional design as needed.
The Expertise And Skills You Bring
- 3-5 years of financial services and client facing sales experience
- Bachelor’s degree
- FINRA Series 7 and 63 required or obtained within 90 days
- Working knowledge of B2B Wholesaling
- The ability to facilitate sales training, work autonomously and lead projects
- Strong communication skills - written, verbal and formal presentation
- Significant product, industry and market knowledge
- Comfortable with technology (Salesforce, Morningstar, Allego, etc.)
- The ability to coordinate multiple tasks with tight time constraints
- Willingness to pitch in and help to drive success across the organization
- Ability to be innovative, highly organized and can prioritize
- Deliver and receive feedback in order to positively affect behavior
The Team
The Learning and Enablement team is instrumental in ensuring that the Fidelity Intermediary Investment Client 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
Series 63 - FINRA, Series 7 - FINRA
Category
Training
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.