Director, Sales Transformation Lead

The Expertise We're Looking For:

• Bachelor's degree, minimum; Master's degree preferred
• Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable
• Demonstrated ability in program and project management.
• Strong technical skills and ability to create, read and deliver business requirements for technology and program builds.
• Shown ability to analyze multiple data points to strategize and develop recommendations.
• History of success leading multiple large, sophisticated, cross functional projects and initiatives
• Innovative and creative problem-solving capabilities
• Excellent influence leadership skills and capabilities
• Ability to operate in a cross-functional and collaborative environment.

The Purpose of Your Role:

Responsible for crafting and leading a portfolio of business-critical programs with a focus on practices and products in the Workplace Solutions / Non-DC market. Responsible for implementing and leading a comprehensive Go-to-Market strategy for a variety of new/enhanced product and services, as well as important business objectives.

Serve as a central leader across the Sales management team and broader organization, as well as a broad set of WI partner functional groups, to identify, prioritize, develop, and implement business strategy and execution plans which are important for driving the greatest sales growth for Workplace Investing. There will be a strong focus on continuing to evolve our WI Sales organization with the most sophisticated technology and sales practices in any sales industry. This individual is a strong, self-directed leader who can support the initiatives articulated by Sales Executives, Sales Managers, and the Head of Sales Excellence and Innovation to make client-facing Sales Associates more productive by driving projects and tasks to completion on their behalf.

Areas of work could include: improving interactions with clients and prospects in finals presentations, use of AI in Sales, enhanced demo functionality, virtual reality, optimization of hybrid meetings, digital/social media sales strategies, data analytics, process reengineering, use of both existing and new technologies in Sales and other key initiatives which will have the biggest impact on sales growth.

The Skills You Bring

• Strong organizational and project leadership skills, outstanding attention to detail and the ability to work well with various company groups and employee levels.
• Strong technical background and skills to read, assess and navigate cases and technology builds.
• Leadership skills including coaching, mentoring, displaying Fidelity's core values in all situations
• Excellent consultative, listening, communications and analytical skills, allowing you to strategize proactively (previously unarticulated) needs and 'root cause' issues.
• Excellent interpersonal skills, including working across the organization and interact/influence/negotiate effectively at all levels of management and peers.
• Critical thinking with excellent judgment and strong initiative
• Collaborate, lead and influence outcomes in a large matrix-managed environment, and across multiple and diverse groups.
• Effectively lead multiple initiatives simultaneously, while prioritizing tasks, results and schedules to satisfy the needs of diverse partners.
• A 'learning mentality' and a positive approach to experimentation and failure.
• Provide clear direction and communication to a dotted line project team to ensure development and completion of all critical project/program documents according to defined processes coupled with the ability to identify and surmount challenges which arise.
• Comfort with identifying, using, and deploying innovative technologies to achieve measurable business impact.
• Ability to develop and maintain productive virtual relationships when face-to-face interactions are not available.

The Value You Deliver

• Providing Senior Sales Leadership and other internal business partners with clear concise status reports of the overall project on a regular basis.
• Representing Sales on key projects or priorities which matter most to Sales across the business and functions.
• Influencing others to work with a demeanor of continuous improvement and openness to change. (Must have an organizational-change-agent mentality.)
• Influencing the planning process, in support of business goals. (Processes to include segmentation and client/prospect coverage, integration of sales and marketing execution plans, CRM processes and infrastructure support.)
• Driving alignment with functional business partners (including Marketing, Technology and Finance team members) to lead implementation of WI Sales initiatives; providing required project leadership and oversight.
• Responding and handling risks throughout the project lifecycle - facilitating resolution of issues related to the project.

How Your Work Impacts the Organization

The Director, Sales Transformation Lead will ensure that the most important priorities of the Sales organization are led effectively and efficiently from a sales lens. This role will play a central role in WI Sales achieving bold MYP targets by ensuring execution of key priorities to drive such growth, especially the expansion of multi-product and Non-DC growth.

The Team

Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.