Director, Sales Enablement
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • Rhode Island • United States
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Salary
💰 $103,000 - $211,000 per year
Job Level
About the role
- 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 plays alongside the Segment Management Teams
- Directly engage with prospect firms throughout the sales process, including responding to due diligence requests and helping educate firms on right fit Fidelity solutions
- Fostering 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, 63 Licenses – Preferred/Required within 90 days
- Excellent project management skills to track progress, drive and implement critical sales programs
- Strong consultative, listening, communications and analytical skills
- Ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers
- Proficient with PowerPoint, with an emphasis on developing presentations and formatting data in a consumable format
- Excellent communication skills (written, verbal, and presentation) with the ability to influence C level, executive presence
- Learning attitude; positive approach to experimentation and failure
- Travel required 10-15%
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementsales execution strategyconsultative skillsanalytical skillspresentation developmentdata formatting
Soft Skills
listening skillscommunication skillsinfluencing skillsnegotiation skillsorganizational skillsrelationship buildinglearning attitudepositive approach
Certifications
Series 7 LicenseSeries 63 LicenseBachelor's DegreeMBA