Job Description:

As Director, Core Sales Delivery, you will play a pivotal role in driving growth and delivering an exceptional client experience. You’ll lead a team of 10 Sales Strategist Case Managers, providing strategic direction and day-to-day leadership to ensure flawless execution. In this role, you’ll manage work assignments, serve as a key escalation point for Sales and Implementation leaders, and implement strategies that enhance quality, efficiency, and revenue within the Workplace Investing Core Market segment ($1–$50M).

Your team will serve plan sponsors and their advisors and is focused primarily on supporting confirmed Defined Contribution sales from sales commitment through implementation including – internal audit of pricing and funds to ensure profitability and risk mitigation, consultation of available fund options and confirmation of fund lineups with Sales, advisors, and plan sponsors. Your ultimate mission: create the best possible onboarding experience for our newest clients and set the stage for long-term partnerships.

The Expertise You Have

• Retirement plan recordkeeping and administration experience
• Experience working with sales teams or in collaborative partnerships
• Supervisory experience strongly preferred
• Approximately 20% travel required
• Series 7, 63, 24 licenses required or able to obtain within 120 days
• Bachelor’s degree or equivalent with 12+ years’ experience or master’s degree with 10+ years’ experience

The Skills You Bring

• Outstanding coaching, leadership, and management skills, with the ability to empower associates to grow and develop while driving optimal team performance and output. Responsibility for managing high level exempt and/or Manager roles.
• Strong relationship-building skills, leading with empathy and fostering team cohesion.
• Organizational expertise, including advanced time management and project management capabilities.
• Analytical proficiency, with the ability to interpret data, assess performance, and identify business trends and opportunities.
• Presentation excellence, capable of delivering clear, engaging, and well-structured presentations, including preparation, visual creation, and delivery.
• Outstanding communication skills, both verbal and written.
• Collaboration and interpersonal strength, with the ability to influence and negotiate effectively with stakeholders and team members at all organizational levels.
• Advanced problem-solving skills, adept at analyzing root causes and determining effective solutions.
• Ability to thrive in a fast-paced, demanding environment.

The Value You Deliver

• Oversee the team’s handoff of committed client opportunities to key business partners, including Implementations.
• Support the team in managing SLAs, automation, and quality control throughout the sales handoff process until plan funding is complete.
• Monitor sales operations, analyze performance data, and prepare reports to identify opportunities for efficiency and growth.
• Foster a culture where team members feel empowered to share ideas, improve processes, and innovate within their roles.
• Lead group initiatives that align with and support key business goals.
• Coach and develop associates to deliver an exceptional experience for advisor partners and new clients.
• Influence internal and external partners effectively, proactively assess needs, and resolve issues through systematic problem-solving.
• Perform securities compliance oversight as the principal for assigned registered sales representatives.
• Monitor services and operations to ensure adherence to organizational policies and standards.

The Team

Workplace Investing (WI) Sales is a collaborative, fast paced and exciting environment. The Sales Optimization Acceleration and Retention (SOAR) organization in WI Sales plays a key role in the Workplace Investing Sales and Retention process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, outstanding participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual Workplace Investing sales and retention 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.