Job Description:

Do you like supporting others, providing leadership and being able to bring fresh ideas to your role?

As a player coach role, approximately 50% of your time will be spent in the Executive Assistant role to individuals on the senior sales management team and 50% of your time will be spent in the manager role for the other Executive Assistants on your team. You will need to be able to perform your duties while working in a fast paced and dynamic environment. This role will require adaptability and creativity as we evolve the roles and levels of support provided for the future needs of the business.

The Executive Assistants you manage will have a dotted line reporting structure to supporting specific sales and support managers as well as their teams. Day to day direction of the Executive Assistants will rest with the assigned sales managers. Your leadership will focus on their broader development needs, encouraging standard processes and consistency across the administrative support provided. In this role you will engage with at least one lead sales manager for each Executive Assistant to garner feedback and help develop and foster competencies, roles, and responsibilities for your team.

This role, reporting to the Head of Tax Exempt Sales Support and Executive Admin Office, is intended to foster a connection to other members of the Sales Support team (SOAR). SOAR supports sales to help ensure greater effectiveness, consistency, and continuity of support to our sales process in WI. We are looking for an individual that can bring fresh ideas to supporting sales and provide high value for evolving needs.

The Expertise We’re Looking For

• Bachelor’s degree as well as 5 years of progressive work experience supporting high level executive
• Excellent verbal and written communication skills including the ability to successfully interact with all levels of senior management and associates
• Advanced proficiency in Microsoft Office suite of products
• Comfort level with Sharepoint is preferred
• Empathetic leadership capability

The Skills You Bring

• Extremely detail-oriented and possess strong communication and organizational skills
• Strong emotional intelligence and listening skills form the foundation of your leadership style
• Strong coaching skills that are rooted in an interest in learning, listening and positive approach to providing balanced feedback and change management
• Influencing skills to modernize redesign and lead teams
• Advanced ability to multi-task and proactively anticipate the needs of executives and other executive assistants
• Effectively interact with senior level management as well as associates
• Proven track record of working cooperatively and effectively with various personalities
• Self-starter with a strong sense of ownership

The Value You Deliver

• Advanced management of complex calendar
• Advanced arrangement of detailed travel and processing expenses
• Assisting with special projects related to the WI Sales team - coordinating and managing senior sales management offsites
• Recruiting, Orienting, Training, Coaching, leading and developing a team of Executive Assistants and creating an environment where they will continue to grow and develop themselves and their careers
• Supervises clerical and Executive Assistants by communicating job expectations, appraising job expectations.
• Creation and editing of Microsoft PowerPoint presentations, Word documents and Excel spreadsheets
• Advanced coordination of meetings, including agenda development, arranging technical support, and catering

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, or by calling 800-835-5099, prompt 2, option 3.