Director Sales Enablement

About the Role

Key Responsibilities

• Partner through the Sales Deal Support Cycle: Firm Profiling, Request for Proposal, Prospect Project Plan, Financials, Risk Review, Discovery, and Agreements.
• Drive business outcomes by aligning organizational support and serving as a liaison across IWMS, FI, and third parties.
• Participate in the planning and sales execution strategy for Clearing and Custody prospects alongside Segment Management Teams.
• Directly engage with prospect firms throughout the sales process, including responding to due diligence requests and educating firms on Fidelity solutions.
• Foster relationships with internal and external Centers of Influence who are essential members of the platform sales ecosystem.

Requirements

• 10+ years of relevant Financial Services experience: B/D, direct RIA, Custody within the Brokerage industry.
• Bachelor's Degree (required); MBA (preferred).
• Series 7 and 63 Licenses (preferred/required within 90 days).
• A comprehensive understanding of the Fidelity Institutional and IWMS Organization, including wealth management marketplace, technology solutions, investment products, capital markets, and operations.
• Excellent project management skills to track progress, drive, and implement critical sales programs, including managing multiple prospects simultaneously.
• Strong consultative, listening, communication, and analytical skills; ability to balance strategy and execution.
• Ability to work across the organization and influence/negotiate effectively at all levels of management and peers.
• Proficiency with PowerPoint, especially in developing presentations and formatting data.
• Excellent written, verbal, and presentation communication skills with the ability to influence C-level executives.
• Learning attitude and positive approach to experimentation and failure.

Nice to Have

• MBA degree.
• Series 7 and 63 licenses within 90 days.

Qualifications

• Bachelor's Degree in a relevant field.
• Series 7 and 63 licenses (preferred/required within 90 days).
• 10+ years of relevant financial services experience.

Benefits & Perks

• Fidelity's hybrid working model blending onsite and offsite work experiences.
• Most roles require onsite work every other week (Monday through Friday) in a Fidelity office.