Director, FI Distribution Enablement at Fidelity Investments

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Self-starter, independently motivated, and excited by the prospect of working on strategic initiatives. Welcomes working in a fast paced, client focused environment requiring resourcefulness and flexibility
Strong quantitative, analytical, and conceptual problem-solving skills combined with outstanding business insight
Ability to work effectively in a team environment, collaborating with people representing a broad range of roles and expertise
Ability to communicate complex ideas effectively and concisely, adapting communication style to suit differing audiences
Capable of communicating with and influencing Fidelity leadership through relationship-building and high-quality presentations
Intellectual curiosity and tenacity to develop creative approaches to problem solving
Interest and ability to build well-rounded investment acumen
Bachelors or equivalent with 12+ years of experience or Masters with 10+ years of experience

Responsibilities

Partner closely with teams and individuals across FI to translate pivotal initiatives into execution plans, develop key metrics and data to track performance, and ensure timely execution of deliverables
Collaborate with Distribution and Specialist teams to develop and implement segmentation plans and targeting strategy to accelerate the sale of emerging products, including developing a framework to identify new opportunities and optimize existing relationships, developing a cross-functional coverage model, and informing scorecard and KPI metrics
Build strong presentations and data visualizations that effectively convey analytical findings and recommended actions to inform and influence decision-makers. Develop and deliver insights that build consensus around critical initiatives and execution plans and that inform stakeholders of implementation progress or hurdles
Research and synthesize internal (FI/Enterprise) and external (market/industry) trends and data to inform thinking around distribution strategy and execution
Engage with other members of the FI organization to help shape the operating model, and to streamline interactions with shared services teams
Provide program management and execution support as needed. Keep all stakeholders aligned and updated
Support strategic and tactical initiatives across enablement and distribution effectiveness teams, providing support for broad FI distribution initiatives and specific Analytics and Commercialization needs
Ensure readiness with data for reporting, compensation, metrics, and instrumentation

Skills

Analytics

Commercialization

Distribution Strategy

Lead Generation

Targeting

Segmentation

KPI Metrics

Data Visualization

Presentations

Program Management

Stakeholder Engagement

Market Research

Trend Analysis

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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