Fidelity Bank · 5 months ago
Director, FI Distribution Enablement
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$90K/yr - $150K/yr
10+ years expFidelity Bank is seeking a Director of Distribution Enablement to support sales execution through effective distribution strategy and lead generation. This role involves collaborating with various teams to develop metrics, segmentation plans, and data visualizations that inform decision-making and enhance distribution effectiveness.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
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. This may include 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
Support strategic and tactical initiatives across enablement and distribution effectiveness teams, providing support for broad FI distribution initiatives and specific Analytics and Commercialization needs
Provide program management and execution support as needed. Keep all stakeholders aligned and updated
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
Ensure readiness with data for reporting, compensation, metrics, and instrumentation
Build strong presentations and data visualizations that effectively convey analytical findings and recommended actions to inform and influence decision-makers
Qualification
Required
Bachelors or equivalent with 12+ years of experience or Masters with 10+ years of experience
Self-starter, independently motivated, and excited by the prospect of working on strategic initiatives
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
Note: Fidelity will not provide immigration sponsorship for this position
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase