Private Market Sales Support Analyst

Job Description:

The Role

This Private Market Sales Support Analyst role is part of the Stock Plan Services Sales organization. This role will help serve prospective clients in the private market. Our team is designed to work collaboratively with the Sales Account Executives, Solution Architects, Sales Management, and other Stock Plan Business Partners to provide information in an effort to win new business.

This role is crafted for someone who enjoys being involved in the pursuit of new client business for Stock Plan Services in a fast-paced environment. The Private Market Sales Support Analyst will evaluate prospect data, develop, and produce collateral for internal and external meetings. Additionally, this position will work with management to analyze prospect data to assist in defining an effective go-to-market strategy. If you are motivated by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you!

• Lead preparation and collateral process for new Private business opportunities, as well as supporting current client re-bids, this includes drafting and solicitation of custom responses client references, pricing, and oversight of overall end-to-end response

• Coordinate all activities for private market prospect/client sales calls and finalist's presentations including agenda development, speaker preparation, and presentation materials development

• Coordinate appropriate appendix and enclosure materials and ensure their overall quality meets Fidelity’s standards; build new materials to be incorporated with existing materials

• Provide input on new products and services based on changing consultant and new business requirements

• Help to grow the Stock Plan Services business as we expand our capabilities and market reach

• Assure compliance with company and department policies by using eReview

• Work with Stock Plan business partners on an ongoing basis to review sales collateral

• Partner with Subject Matter Experts across the organization to solicit feedback and update database of commonly used responses

The Expertise and Skills You Bring

• Bachelor’s Degree

• Equity compensation knowledge including service model, process, and platform knowledge is preferred

• Ownership - takes initiative in delivery of client results

• Extraordinarily strong business partner with ability to collaborate and establish relationships

• Strong project management, analysis, and organizational skills

• Ability to thrive in a very fast-paced, demanding environment

• Good business judgment – focus efforts on key priorities, leverage business partners and manage competing priorities

• Solid understanding of Microsoft Office applications and working knowledge of Adobe applications

• Create innovated and interactive PowerPoint and Cava presentations

• History of concurrently managing multiple projects to meet deadlines while achieving desired output

The Team

Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. We have been a leader in servicing public companies for their equity administration needs for two decades and through our recent acquisition of Shoobx, Inc we have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

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.

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 Best Place to Work in 2023. 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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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.