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Fidelity Investments

Director, Sales Support and Compensation

Posted Yesterday
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In-Office
8 Locations
Senior level
In-Office
8 Locations
Senior level
Lead strategic design and administration of variable compensation programs, ensuring accurate processing and reporting for over 5,000 associates and $100M in expenses.
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Job Description:

Director, Sales Support and Compensation 

Sales Support & Compensation 

 

Be part of a team on the cutting edge of designing and administering variable compensation programs, plans and reporting that rewards our associates for helping Fidelity’s clients and participants achieve their goals. As part of the Sales Support & Compensation team, you will provide strategic, operational and technology support that delivers variable compensation and insightful analytics for the Fidelity Workplace Investing (WI) Distribution organization. 

 

The Role 

As part of Workplace Investing Human Resources and Sales Support & Compensation organization, the Client and Participant Services Program Director will lead critical work with key stakeholders to create, report, process, analyze and distribute monthly, quarterly, semi-annual and annual variable programs and payments for Workplace Investing. This work has us delivering 'end to end' program maintenance, technology consultation, design and creation of performance reports for each plan. The role requires knowledge of variable compensation, compliance, legal and human resource policies. The role is responsible for interpreting existing guidelines, processes, and policies to make consistent and highly reliable judgments related to individual variable compensation programs. The objective of this role is to ensure the correct performance data is captured, processed, and paid according to predetermined compensation plans. In addition, the role must be able to facilitate the exception process and relationship management skills needed to disclose variances; system disconnects and service recovery methods. 

  • Helping directly coordinate and deliver variable compensation payments for our associates 

  • Driving consistency in processes, plans, policies and ensure accuracy of calculations and payroll processing for over 5,000 associates and $100M in variable compensation expense annually 

  • Helping support the associate experience by teaming up with our SS&C Help Desk on knowledge areas 

  • Proactively identify informative trends and potential cost/expense risks associated with WI Incentive Programs 

  • Support the team working directly with its members to provide input to our backlog priorities and help to identify areas for improvement 

 

The Expertise and Skills You Bring:   

  • A Bachelor's degree or equivalent 

  • 7+ years customer service experience preferred 

  • 7+ years financial analysis preferred 

  • Experience SQL and/or navigating databases, Excel (including vlookup, pivot tables, advanced features) 

  • Understanding or desire to learn compensation programs concepts and theories 

  • Highly organized and has the ability to prioritize and work under tight deadlines 

  • Attention to detail and appreciation for need to consistently generate high quality, highly critical output is a priority in your daily work 

  • Intermediate level expertise in MS Word and delivering effective PowerPoint presentations 

  • Experience in Agile ways of working 

  •  Critical thinker and practical problem solver with excellent judgment and critical thinking skills 

  • Attention to detail and ability to execute in a fast paced, dynamic deadline driven environment 

  • Proven excellent listening, communication and organizational skills 

  • Customer obsessed and have proven commitment to delivering frequent, high business value features 

  • Ability to work independently, navigate the organization, and build strong relationships with colleagues and leaders across the team and organization you’ll support 

  • You have strong verbal and written communication skills 

  • Strong interpersonal skills, including the ability to work across the firm and interact/influence/negotiate effectively at all levels of management and peers 

 

Note: Fidelity is not providing immigration sponsorship for this position 

The Team 

Sales Support & Compensation (SS&C) leads the strategic design, technology and administration of variable compensation plans across 20 businesses, 96 roles, and 27 plans.  Our goal is to align WI’s multi-year strategies with compensation programs that pay for performance.  SS&C works closely with our business partners to understand their strategic business initiatives, so we can build compensation plans that drive the desired business results and deliver the best customer experience in the financial services industry. Upon completion of the strategic design work, each function within SS&C (Design, Operations, and Technology) works together to build, administer and deliver the final product. We are actively searching for an energetic individual who is looking to get a broad experience as it relates to Compensation Design, Technology and Administration. 

 

Certifications:

Category:Sales Support

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Top Skills

Excel
Ms Word
PowerPoint
SQL

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