skillventory - A Leading Talent Research Firm

Sales Support Associate – Institutional Publishing

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Smithfield • New Hampshire • Rhode Island • United States

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Tech Stack

Tableau

About the role

  • The Institutional Publishing Associate is responsible for creating compelling, timely presentations for institutional clients and prospects that help bring to life how Fidelity’s investment strategies can address their unique needs.
  • You’ll partner closely with investment, product, data analysis, and institutional sales and relationship teams to deliver dynamic presentation materials that help win new business as well as grow and retain important client relationships.
  • You’ll also partner with technology teams to automate presentation production and publishing.
  • This is a fast-paced marketing role that provides a great opportunity to collaborate across the institutional and asset management organization on strategically important work.

Requirements

  • Minimum Bachelor’s Degree or equivalent
  • Knowledge of financial services and/or investment products, a plus
  • Highly organized with strong project management skills, consistently setting and meeting deadlines, prioritizing work, and handling fast paced timelines
  • Strong interpersonal and verbal communication skills, comfort collaborating across a range of levels, and able to use good judgement in engaging business partners
  • Proficient with PowerPoint; able to translate data and technical information into clear, compelling charts, tables and other appealing visualizations and apply our design standards
  • Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data
  • Experience with Seismic, Salesforce, Workfront, and/or Tableau preferred
  • Ability to be flexible and adaptive to changing content requirements, workflows, and new technology applications
  • Imagination and curiosity to explore new ways to scale and automate production processes
  • Intellectual curiosity and a continuous-learning mindset, with the ability to independently explore new tools, technologies, and approaches
  • Self-directed learner who can independently identify opportunities and drive projects from idea to execution.
Benefits
  • Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
  • Note: Fidelity will not provide immigration sponsorship for this position.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
PowerPointExceldata visualizationproject managementdata queryingformulaspivot tablespresentation productionautomationfinancial services
Soft Skills
highly organizedstrong interpersonal skillsverbal communicationcollaborationgood judgementflexibilityadaptabilityimaginationcuriosityself-directed learning
Certifications
Bachelor’s Degree