Job Description:
Sales Management Internship
Thisintern assignment will consist of actively contributing to key deliverables identified in the Investor Center and Regional Center Operating Plan and Wealth Distribution's 5-year plan.
Theintern will support the Wealth Distribution Sales Management team, and in turn, the strategic objectives of the Branch and Phone Channel. These strategic objectives include: Executing and delivering our Business Results, Implementing and executing our advice strategy, and Maximizing workplace partnerships and opportunities.
Build a High Performing Organization
Assist in managing the Distribution Sales Operating Plan including organizing action items and takeaways from Leadership Monthly and Quarterly Business Reviews.
Communication pieces will include:
- Assist in the creation and delivery of weekly sales reports, Function Leadership Monthly Sales Review, and Region and Regional Center Quarterly Business Review documents.
- Collect and communicate insights from field leadership on transfers of assets based on weekly high net worth TOA Out report.
Driving Operational Effectiveness
- Develop and maintain an online repository for action items and progress updates based on weekly, monthly, quarterly sales reviews.
- Develop and deploy Agile Craft / JIRA board for PI Sales Management to track progress and provide alignment and visibility to the functions we support.
Delivering Outstanding Relationships
- Assist in analyzing trend in Loyalty scores and customer verbatims
Driving Growth and Productivity
- Support efforts to enhance our Salesforce Client Relationship Management system.
- This opportunity will include immersion into our home office culture , by sitting within a team that acts as a liaison between our live channel associates, and our product partners
Education and Experience
- In process of earning a Bachelor's degree required.
- Business, Finance or Economics major preferred
- Strong written and verbal communication skills.
- Strong computer skills, knowledge of Microsoft Office Products (such as Word or Excel).
- Attention to detail and deadline driven
- Experience in customer service/sales preferred
- Proven organization and self-motivation skills
- Effective team player
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.
PI25INT
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
