Director, Salesforce Business Management

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Fidelity Investments
  • 20 Jan 18 2018-01-20

Director, Salesforce Business Management

Are you an experienced service or operations professional with a proven ability to deliver results that help respond to the needs of complex institutional clients? Help us grow our institutional business and strengthen relationships with RIA clients in the Fidelity Clearing & Custody Solutions (FCCS) organization. This role will d evelop and drive the FCCS Salesforce Implementation Strategy and help design and lead our future support organization.

The Expertise We're Looking For

  • Bachelors or equivalent with 7-10 years of experience or Masters with 7-10 years of experience in Reporting, Business Analytics, Data Governance related disciplines preferred
  • Experience leading shared services capabilities and/or project-based work; strong knowledge of the application of analytics to address business problems
  • Experience working with Salesforce, or converting to a Salesforce application required
  • 3-5 years of management experience required

The Purpose of Your Role

The Senior Director will be responsible for building and leading FCCS Salesforce Team, and developing our reporting and administrative functions. In this role, you will be accountable for developing the Salesforce processes, reporting and information. In addition, you will lead the development, implementation and management of the FCCS Salesforce Platform that will serve to strengthen the foundation upon which we will continue deploy core business analytics and reporting.

The Skills You Bring
  • Excellent Written & Verbal Communication (including presentation skills)
  • Strong customer/client service experience including balancing needs and demands of multiple clients and business partners
  • Leadership Skills: initiative, organization, attention to detail, ability to influence
  • Demonstrated knowledge of FCCS technology and product offerings.
  • Significant project management skills especially managing multiple projects/programs concurrently
  • Salesforce, Oracle CRM, MS Office suite (Excel, PowerPoint, Project, Visio) and Web collaborative tools like Webex, Sharepoint,
  • Ability to think and execute across functional focus and commercial business topics, with a proven ability to communicate and partner across the organization at all levels
  • Strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks and opportunity assessment
  • Strong operational management skills

The Value You Deliver
  • Be that critical point of Salesforce contact for our Sales Team and Relationship Managers
  • Stay informed of critical operational issues and escalations that impact the client.
  • Monitor trends impacting client satisfaction within all segments, including competitive, industry, and marketplace data.
  • Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives

How Your Work Impacts the Organization

Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Broker Dealers, Banks, Family Offices, Trust Institutions and Third Party Administrators. You will be part of a business that offers access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.