Facilitator, IICG jobs in United States
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Fidelity Investments · 2 hours ago

Facilitator, IICG

positionSmithfield, RI
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

Fidelity Investments is focused on increasing associate knowledge and skills through a dynamic team. This role involves leading and facilitating various training programs to enhance the sales team's capabilities in selling investment products and services.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, product launches etc
Train our distribution organization to sell and market a full range of investment products and services to financial advisors in the advisor marketplace
Responsible for reinforcement training of existing knowledge and skills
Act as a subject matter expert on curriculum topics and assist with instructional design as needed

Qualification

Financial services experienceSales training facilitationFINRA Series 7FINRA Series 63B2B Wholesaling knowledgeSalesforce proficiencyInnovative mindsetCommunication skillsOrganizational skills

Required

3-5 years of financial services and client facing sales experience
Bachelor's degree
FINRA Series 7 and 63 required or obtained within 90 days
Working knowledge of B2B Wholesaling
The ability to facilitate sales training, work autonomously and lead projects
Strong communication skills - written, verbal and formal presentation
Significant product, industry and market knowledge
Comfortable with technology (Salesforce, Morningstar, Allego, etc.)
The ability to coordinate multiple tasks with tight time constraints
Willingness to pitch in and help to drive success across the organization
Ability to be innovative, highly organized and can prioritize
Deliver and receive feedback in order to positively affect behavior

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Recent News

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UK-based Octopus Energy reaches a deal to sell about $1B of equity in Kraken Technologies, its tech spin-off, at an $8.65B valuation to a syndicate of investors (Financial Times)
2025-12-30
Company data provided by crunchbase