Fidelity Investments · 15 hours ago
Head of Proposal and Database Delivery
Covington, KY
Full-time
Hybrid
Director/Executive
$124K/yr - $175K/yr
6+ years expFidelity Investments is a leading financial services company, and they are seeking a Head of Proposal & Database Delivery to lead a high-performing team. This role involves overseeing sales enablement solutions and ensuring high-quality execution in proposal development and database management.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Shape and execute sales enablement strategies that accelerate WI growth and retention
Oversee timely, high-quality completion of sales proposals, pricing support, and ensuring SLA compliance and leveraging automation for efficiency
Review and approve all final proposal documents to ensure they are strategically aligned, compelling, and meet all requirements
Develop proposal plans, manage timelines, guide database updates and ensure all aspects of the submission are complete, compliant, and high-quality
Monitor sales operations, analyze performance metrics, and deliver actionable insights to identify opportunities for improvement
Manage, maintain, and ensure the integrity, accuracy, and security of the contact database
Champion automation and digital solutions to optimize proposal workflows and content delivery
Mentor and develop front line leaders and associates, fostering a culture of collaboration, innovation, and continuous learning
Act as a liaison connecting sales, subject matter experts, and other departments to keep messages coordinated. Build strong relationships with internal and external partners, proactively assess needs, and resolve issues through systematic problem-solving
Serve as principal for assigned registered sales representatives, ensuring adherence to securities regulations and organizational standards
Qualification
Required
Deep experience in retirement plan recordkeeping and administration within Workplace Investing
Broad product knowledge across all WI offerings and client segments
Shown success collaborating with sales teams, relationship managers, and consultants
Demonstrated leadership experience leading both people leaders and individual contributors
Strong program abilities combined with experience in overseeing projects
Ability to travel approximately 20%
Series 7, 63, and 24 licenses required (or obtained within 120 days)
Bachelor's degree with 10+ years of experience, and/or Master's degree with 6+ years of experience
Exceptional leadership and coaching abilities to empower teams and drive performance
Expertise in leading diverse, hybrid teams and fostering skill development
Sophisticated organizational and project management capabilities
Analytical proficiency to interpret data and identify business opportunities
Strong relationship-building skills, leading with compassion and influence
Excellent presentation, communication, and negotiation skills
Demonstrated ability to coach front line leadership to drive performance and engagement
Advanced problem-solving and root cause analysis capabilities
Ability to thrive in a fast-paced, multifaceted environment
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 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
Recent News
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2026-01-22
2026-01-20
alleywatch.com
2026-01-20
Company data provided by crunchbase