Director, Learning Strategy & Operations

Fidelity Investments

$95K — $186K *
Education, Government & Non-Profit
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Experience in Learning and Development, User Experience Design, Operations, Learning Technology preferred
  • Background in financial services and client-facing sales support is a plus
  • Demonstrated forward-thinking design and organizational effectiveness
  • Strategic, technical, operational, and tactical skill set
  • Ability to collaborate confidently with teams and business partners
  • Proven track record in challenging environments
  • Strong analytical and critical thinking skills
  • Willing to take calculated risks and drive innovation
  • Hold FINRA Series 7 and 63 or obtain within 90 days, and FINRA 24 within 30-60 days after.

Responsibilities

  • Manage team capacity and reporting for Learning and Enablement team
  • Design and deliver dashboards and multi-media solutions
  • Oversee learning technology infrastructure and innovation
  • Serve as the main contact for the Allego learning platform
  • Collaborate with team to create best-in-class learning experiences
  • Support sales and relationship management teams to meet business goals
  • Anticipate business needs and build targeted solutions.

Benefits

  • Comprehensive health care coverage
  • Emotional well-being support
  • Market-leading retirement plans
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment and tuition reimbursement
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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