Facilitator, IICG

Facilitator, IICG

Join to apply for the Facilitator, IICG role at Fidelity Investments
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Do you find fulfillment in helping others succeed? Are you interested in joining a dynamic team focused on increasing associate knowledge and skills, driving culture, and impacting broader organizational goals? In partnership with the Fidelity Intermediary Investment Client Group Sales Team, this role is essential in identifying and deploying learning solutions to help build a stronger sales team. You will lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, product launches, and other development initiatives.

Industry knowledge and investment sophistication will be critical as you will train our distribution organization to sell and market a full range of investment products and services to financial advisors in the advisor marketplace. You will also be 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.

• 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 drive success across the organization
• Ability to be innovative, highly organized, and prioritize effectively
• Deliver and receive feedback to positively affect behavior

Note:

Fidelity will not provide immigration sponsorship for this position.

The Learning and Enablement team is instrumental in ensuring that the Fidelity Intermediary Investment Client Group has the knowledge and skills necessary to execute on the goals set forth by the business. Our primary focus is supporting the organization from a sales‑training perspective. We anticipate business needs and build scalable solutions to enable our sales and relationship‑management teams, setting our team apart.

Series 63 – FINRA, Series 7 – FINRA

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, Monday‑Friday) in a Fidelity office. This does not apply to remote or fully onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities, and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.