Fidelity Investments · 1 week ago
Vice President, Head of Healthcare Sales Delivery
Roanoke, TX
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expFidelity Investments is a leading financial services company, and they are seeking a Vice President, Head of Healthcare Sales Delivery to lead their Workplace Investing Healthcare business. This role involves managing a team, driving strategic initiatives, and ensuring high-quality support in sales delivery to win new clients.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Guide 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
Managing day to day activities for associates – including deal assignments and balancing requests to support WI Healthcare sales goals
Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning
Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process
Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible
Assisting team in managing RFP responses and overall deal quality through entire sales cycle
Managing group initiatives to support key business goals
Providing input to the sales strategy
Qualification
Required
Health & Welfare outsourcing services expertise required
Bachelor's Degree, minimum
Experience engaging with senior internal and external clients and partners
Experience delivering strong results while working in cross-organizational, highly matrixed environments
Minimum of 10 years of experience in the healthcare product/industry experience
A minimum of 7 years managing a team
Experience in Workplace Investing with a solid understanding of operations and service delivery model
Series 7, 63, and 24 required (can be obtained in the role)
Extensive management and health plan administration experience
Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives
Proven capability to deliver to tight timeframes and be successful in fast moving environments
Outstanding oral and written presentation skills
Strong communication and facilitation skills
Outstanding meeting management skills
Project management
Strong organizational skills
Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning
Preferred
Master's degree or MBA preferred
Strong knowledge of Fidelity's products and services, management processes and overall Fidelity network a plus
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
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