Fidelity Investments
Offering Investment
Write a review
3 years ago
Contract type
Unlimited employment
Seniority level
Director
Work amount
90% till 100%
Work area
- Accounting & Finance
- Audit
- Investment Managment
- Investment Consulting
- Analyst/Research
- Trading
- Derivatives Structuring
- Portfolio Management
- Research
- Sales & Marketing
- Communication/PR
- Advisory
- Banking
- Branch and Retail Services
- Client Management
- Wealth Management
- Corporate Financing
- Investment Banking
- Corporate Banking
- Insurance services
- Investment
- Investment Plan Sponsor
- Risk Management
- Back Office
- Trading & Payment
- Fund Administration
- Custody
- Legal & Compliance
- Legal Structures & Inheritance planning
- Audit
- Compliance Regulatory
- HR & Recruitment
- Traning & Development
- Recruitment
- Information Technology
- Software
- Hardware
- Sales & marketing
- Event organizer
- Investor relations
- Advertising
- Communication
Required languages
Please refer to SmartMoneyMatch in your application
Director, TEM Planning and Guidance Job Description: The Expertise We're Looking For FINRA Series 7, 66, 9/10 required prior to hire 3-5 Years Financial Services experience, workplace retirement plan experience preferred Sales management experience strongly preferred (or demonstrated experience and success in peer-to-peer coaching) Bachelor's degree or equivalent experience Ability to travel 15% of the time is required The Purpose of Your Role The Director's primary focus and accountability is to coach, develop and lead a team of licensed planners. Individuals should be passionate about leading associates to deliver an outstanding participant experience that enables participants to achieve better outcomes while driving business results. The Skills You Bring Your experience leading teams in sales or customer service Your ability to motivate associates to grow and stretch themselves Your ability to present and implement new ideas and execute flawlessly against organizational strategy Your coaching and development skills, presentation skills Your experience with regulatory and compliance practices and rules Your expertise with workplace plans and participant financial planning needs Your excellent verbal and written communication skills The Value You Deliver Creating a culture where planners feel empowered to exceed customer expectations and retention goals through extraordinary quality, service, and efficiency. Coaching planners to ensure they are proficient in Consultative Selling Skills (CSS) and that they have extensive knowledge of Fidelity's workplace and retail retirement solutions. Partnering with Phone Leadership Peers, TEM Regional VP's, Plan Sponsor Service Teams, and CAPS management to address trends and identify process improvement opportunities that enhance the customer experience and create efficiencies. Engaging with key business partners to maximize opportunity with plan sponsors and plan level events.
Other jobs you might be interested in:
IT-Anwendungsbetreuer Schwerpunkt MiFID und EMIR
3 years ago
- Employer
- Hauck Aufhauser Privatbankiers AG
- Write a review
- Contract type
- Unlimited employment
- Seniority level
- Associate
- Work amount
- 90% till 100%
- Work area
-
- Accounting & Finance
- Investment Managment
- Banking
- Insurance services
- Risk Management
- Back Office
- Securities processing
- Origination
- Product development
- Settlements
- Documentation
- Legal & Compliance
- HR & Recruitment
- Information Technology
- Strategy/Business Analyst
- Project Management
- Support
- Sales & marketing
- Location
- Frankfurt am Main, Germany
- Language
- Watchlist
Senior Process Engineer - Digital Office
3 years ago
- Employer
- Hauck Aufhauser Privatbankiers AG
- Write a review
- Contract type
- Unlimited employment
- Seniority level
- Director
- Work amount
- 90% till 100%
- Work area
-
- Accounting & Finance
- Investment Managment
- Banking
- Insurance services
- Risk Management
- Back Office
- Legal & Compliance
- HR & Recruitment
- Information Technology
- Strategy/Business Analyst
- Project Management
- Sales & marketing
- Location
- Munich, Germany
- Language
- Watchlist
Senior Enterprise Architect - Digital Office
3 years ago
- Employer
- Hauck Aufhauser Privatbankiers AG
- Write a review
- Contract type
- Unlimited employment
- Seniority level
- Director
- Work amount
- 90% till 100%
- Work area
-
- Accounting & Finance
- Investment Managment
- Banking
- Insurance services
- Risk Management
- Back Office
- Legal & Compliance
- HR & Recruitment
- Information Technology
- Strategy/Business Analyst
- Project Management
- Sales & marketing
- Location
- Munich, Germany
- Language
- Watchlist
