Description

Job Description:

Reporting directly to the Head of Sales Optimization, Acceleration, and Retention. Ongoing Associate and Plan Sponsor Servicing provides hands-on product leadership with planning, roadmap development, cross functional collaboration, sales delivery, deployment and performance tracking.

You will work closely with Account Executives, Managing Directors and Partners to win Health and Welfare clients. This position leads a team of Solution Architects and Product & Service Consultants who play a critical role in the sales delivery and support process for Workplace Investing Healthcare business.

The Expertise We're Looking For

• Health & Welfare outsourcing services expertise required.
• Bachelor's Degree, minimum; master's degree or MBA preferred.
• Experience engaging with senior internal and external clients and partners
• Experience delivering strong results while working in cross-organizational, highly matrixed environments.
• Minimum of 10 years of experience in the healthcare product/industry experience.
• A minimum of 7 years managing a team.
• Experience in Workplace Investing with a solid understanding of operations and service delivery model
• Series 7, 63, and 24 required (can be obtained in the role)

The Purpose of Your Role

Guide our team in the delivery of high-quality support in pursuit of new clients. Own the day-to-day leadership of work assignment and serve as a point of escalation with our sales, product and other business partners. Lead team in group initiatives to drive innovation through process re-engineering and automation. Work with leadership team to set strategic direction and key priorities for this team and the Sales Ops group. Gain feedback from internal and external clients and ensure it is infused into how we work.

The Skills You Bring

• Extensive management and health plan administration experience.
• Strong knowledge of Fidelity's products and services, management processes and overall Fidelity network a plus.
• Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives.
• Proven capability to deliver to tight timeframes and be successful in fast moving environments.
• Outstanding oral and written presentation skills.
• Strong communication and facilitation skills.
• Outstanding meeting management skills.
• Project management.
• Strong organizational skills.
• Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning.

The Value You Deliver

• Managing day to day activities for associates - including deal assignments and balancing requests to support WI Healthcare sales goals.
• Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning.
• Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process.
• Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible.
• Assisting team in managing RFP responses and overall deal quality through entire sales cycle
• Managing group initiatives to support key business goals.
• Providing input to the sales strategy.

How Your Work Impacts the Organization

The Sales Delivery leadership role plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, superior participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals.

Certifications:
Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA

Category:

Sales Support
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.

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