Client Training Specialist

Client Training Specialist

Client Experience (CE) is part of the Fund and Brokerage Operations and Technology (FBOT), a division under Fidelity Institutional (FI). CE drives the service strategy for FI's client-facing businesses that serve the Fidelity Clearing & Custody (FCCS) market, which include banks and broker dealers on the National Financial (NF) platform and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators on the Institutional Wealth Services (IWS) platform. CE also provides service support for single family, multifamily and wealthy family segments of Fidelity's Family Office (FFOS) business.

The Client Training Specialist is responsible for delivering product, operational services, and technical training, and consultative services to Registered Investment Advisors in person or virtually. As part of this role, we assist in the development of training materials and documentation because they are considered a subject matter expert on the products and services the company offers.

The Expertise We're Looking For :

• 4+ years of work experience in either a financial services or brokerage company
• Undergraduate degree required
• Travel required approximately 15%

The Skills You Bring :

The Value You Deliver :

Interpersonal : Communication, Collaboration, and Leadership :

NOTE : This req is not considering candidates that require sponsorship

Certifications :

Category : Training