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<h3>Job Description:</h3><h3>Implementation Project Manager</h3>The Implementation Project Manager leads projects of various sizes for our existing Defined Benefit clients and act as the liaison throughout the project duration. Our focus is to lead teams through design, development, and implementation of systems and process solutions to improve client and participant satisfaction.Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Team</h3>As part of the Workplace Investing Client Service Operations organization the Project Manager plays a meaningful role leading a project team and coordinating project efforts with internal business partners such as other groups or products within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. We also work with external resources, including client staff and third-party vendors.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree</li><li>Related experience in project management</li><li>Strong knowledge of defined benefit, financial services, and/or retirement administration</li><li>Effective communicator and collaborate well with internal partners from the business and systems groups and geographically diverse project teams</li><li>Consultative with clients to understand their needs</li><li>Organized and able to balance multiple projects at one time</li><li>Flexible, highly adaptive to change, while also having the ability to take initiative</li><li>PMP certification, preferred but not required</li></ul><h3>The Value You Deliver</h3><ul><li>Accurately lead multiple projects for Fidelity’s clients developing realistic, workable plans and timelines with multiple due dates</li><li>Develop and regularly distribute status reports that monitor the agreed-upon internal and external project tasks and all project components, to ensure that risk is optimally handled</li><li>Responsible for leading weekly internal and client facing project status meetings</li><li>Regularly monitor project budgets</li><li>Ensure complete and timely delivery of project results to successfully transition to the ongoing support teams</li><li>Communicate clearly and confidently—ask insightful questions, write with precision, and tailor messaging to suit the audience and medium</li></ul><h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost 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.

Fidelity Investments

Implementation Project Manager - Defined Benefit

<h3>Job Description:</h3>*Remote position located in the Northeast (NY, NJ, CT, RI, MA, VT, NH, PA)*As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services &amp; Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The RoleIn this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery!The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption.The Expertise and Skills You Bring<ul><li>College degree preferred or equivalent work-related experience.</li><li>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment.</li><li>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry.</li><li>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful.</li><li>Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills.</li><li>Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.</li><li>Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.</li><li>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization.</li><li>Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement.</li><li>Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</li><li>Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities.</li><li>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success.</li><li>Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.</li><li>Shown problem-solving skills.</li><li>Effective presentation skills, influence, and negotiation skills.</li><li>High emotional intelligence and interest in other human beings.</li><li>Desire to roll your sleeves up and work with and for your teammates.</li><li>Self-awareness and shown history of self-improvement.</li><li>Analytical and critical thinking skills.</li></ul>The Value You Deliver<ul><li>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client.</li><li>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results.</li><li>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity.</li><li>Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients.</li><li>Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client</li><li>Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment.</li><li>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Managing Director - Stock Plan Services

<h3>Job Description:</h3>This dynamic role is designed for someone who enjoys the pursuit of retaining or attracting Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. The Role This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant/Sales Product Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs. This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs. The Expertise You Have <ul><li>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.) </li></ul><ul><li>Bachelor’s Degree required / MBA or other advance degree a plus </li></ul><ul><li>Minimum 7 years related product or industry experience / Fidelity experience desirable </li></ul><ul><li>Series 7 and 63 required (can be attained in role) </li></ul><ul><li>Approximately 15-25% travel requirement </li></ul>Proven Skills and Experiences You Bring <ul><li>Proactively collaborates, influences, and establishes relationships across the organization to deliver results. </li></ul><ul><li>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand. </li></ul><ul><li>Strong listening skills to identify internal and external customer needs. </li></ul><ul><li>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals. </li></ul><ul><li>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy. </li></ul>The Value You Deliver <ul><li>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies. </li></ul><ul><li>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery. </li></ul><ul><li>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos. </li></ul><ul><li>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs. </li></ul><ul><li>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process. </li></ul><ul><li>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers. </li></ul><ul><li>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery. </li></ul>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. The base salary range for this position is $95,000-186,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3>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 &amp; 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<ul><li>Health &amp; Welfare outsourcing services expertise required.</li><li>Bachelor’s Degree, minimum; master’s degree or MBA preferred.</li><li>Experience engaging with senior internal and external clients and partners</li><li>Experience delivering strong results while working in cross-organizational, highly matrixed environments.</li><li>Minimum of 10 years of experience in the healthcare product/industry experience.</li><li>A minimum of 7 years managing a team.</li><li>Experience in Workplace Investing with a solid understanding of operations and service delivery model</li><li>Series 7, 63, and 24 required (can be obtained in the role)</li></ul>The Purpose of Your RoleGuide 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<ul><li>Extensive management and health plan administration experience.</li><li>Strong knowledge of Fidelity’s products and services, management processes and overall Fidelity network a plus.</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives.</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments.</li><li>Outstanding oral and written presentation skills.</li><li>Strong communication and facilitation skills.</li><li>Outstanding meeting management skills.</li><li>Project management.</li><li>Strong organizational skills.</li><li>Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning.</li></ul>The Value You Deliver<ul><li>Managing day to day activities for associates – including deal assignments and balancing requests to support WI Healthcare sales goals.</li><li>Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning.</li><li>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process.</li><li>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible.</li><li>Assisting team in managing RFP responses and overall deal quality through entire sales cycle</li><li>Managing group initiatives to support key business goals.</li><li>Providing input to the sales strategy.</li></ul>How Your Work Impacts the OrganizationThe 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales SupportMost 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.

Vice President, Head of Healthcare Sales Delivery

<h3></h3><h3>Job Description:</h3>The RoleThe Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.The Manager, Implementation Project Management will do the following:<ul><li>Onboarding of new Fidelity Registered Investment Advisors and/or Broker Dealers</li><li>Supporting existing advisors and firms who are converting onto the platform.</li><li>Leading small to mid-level Implementation Projects as well as acting in a support capacity for larger conversion events</li></ul>The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) and Broker Dealers onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Manager, Implementation Project Management will be required to handle small to mid-level deals with and assist on larger, more sophisticated clients.The Expertise You Have<ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience.</li><li>3 – 5 years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul>The Skills You Bring<ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% of time</li></ul>The Value You Deliver<ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead small to mid-level projects, with varying degrees of complexity. Provide peer onsite support as business needs arise.</li></ul>The TeamFidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.Note: This role does not support sponsorship.<h3></h3><h3>Certifications:</h3>Series 07 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Client ServiceMost 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.

5 Sales Jobs in Rhode Island