Director, Learning Strategy & Operations

Fidelity Investments

$95K — $186K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years in Learning and Development or related fields
  • Experience in User Experience Design and Learning Technology is preferred
  • Background in financial services or client-facing sales support is advantageous
  • Strong design and organizational effectiveness skills with ability to handle competing priorities
  • Ability to collaborate confidently with team members and business stakeholders
  • Demonstrated aptitude for critical thinking and decision-making under pressure
  • Willingness to innovate and take calculated risks
  • Required certifications: FINRA Series 7 and 63 within specified timeline.

Responsibilities

  • Ensure project management practices and learning experience design are of high quality
  • Manage team capacity and create reporting and dashboards
  • Deliver multi-media learning solutions and oversee learning technology infrastructure
  • Serve as the primary contact for the Allego learning and enablement platform
  • Innovate and think creatively to leverage Allego capabilities
  • Collaborate with team members to anticipate business needs and create targeted solutions
  • Support the development of knowledge and skills for client-facing teams.

Benefits

  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement plans
  • Generous paid time off and parental leave
  • Employee match program for charitable giving
  • Educational assistance programs including tuition reimbursement and student loan repayment
  • Resources for continuing learning and career development.
Full Job Description
Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

You will work as a senior member of the Sales/RM Learning & Enablement (L&E) team. This role is responsible for ensuring our project management practice, learning experience design and learning technology are best in class. This role will work with L&E team members to manage team capacity, reporting and dashboard design, as well as multi-media solutions delivery and learning technology infrastructure. Additionally, you will serve as the team point of contact for our learning and enablement platform, Allego. Thinking creatively and innovating across our deliverables with Allego capabilities will be a top focus of this role.

The Expertise and Skills You Bring

  • Background and experience in Learning and Development, User Experience Design, Operations, Learning Technology preferred
  • Financial services and client facing sales support experience a plus
  • Proven history of forward-thinking design, organizational effectiveness and navigating competing priorities with hard deadlines
  • A balance of strategic, technical, operational and tactical skills
  • Ability to collaborate with team and business partners with confidence and credibility and exhibit strong understanding of issues and challenges for the businesses
  • Track record of thriving in changing and challenging environments
  • Competence in effectively applying your analytical and critical thinking skills to drive insight and decision making
  • Willingness to take calculated risks, drive innovation
  • FINRA Series 7 and 63 required or obtained within 90 days
  • FINRA 24 Required 30-60 days after the 7,63 are obtained


The Team

The Learning and Enablement team is instrumental in ensuring that the Fidelity Institutional client facing teams have the knowledge and skills necessary to execute on the goals set forth by the business. Our ability to anticipate business needs and build targeted solutions to enable our sales and relationship management teams is what differentiates our team.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $95,000-186,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Certifications:
Series 07 - FINRA, Series 63 - FINRA

Category:

Training

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