Posted 3 days ago
No clicks
**Proposal Consultant** develops and produces sales materials at Fidelity Workplace Investing. Core responsibilities include crafting customized Requests for Proposals (RFPs), communicating value propositions to external clients, and managing proposal projects. Required skills encompass strong written/verbal communication, organizational, project management, interpersonal, and collaboration abilities. Three plus years in financial industry or proposal management experience is essential, with a bachelor's degree preferred. This role involves managing multiple projects simultaneously and mentoring new associates. Fidelity offers competitive benefits and is transitioning to a full-time onsite working model.
- Compensation
- $48,000 – $91,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
Job Title: Proposal Consultant
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Proposal Consultant will develop and produce effective sales materials, primarily Requests for Proposals, in support of Fidelity Workplace Investings overall business goals. Each document is customized and includes a set of unique requirements specifically designed to provide Fidelitys external customers, including: employers, plan sponsors, and third-party consultants/advisors with a clear understanding and detailed description of the value proposition Fidelity brings to its clients and how our product and service delivery model works.
The Expertise and Skills You Bring
- Bachelors Degree preferred; degree in Marketing, English, or Journalism recommended
- Three plus years financial industry experience and/or three to five years proposal management experience
- Workplace Investing product knowledge across all products is preferred but not required
- You can demonstrate strong written and verbal communication skills
- Outstanding organizational and time management skills
- Excellent project management skills and you display the ability to effectively manage all moving parts and complete all deliverables within tight timeframes
- You must have strong interpersonal skills and ability to communicate effectively with business partners and team members at all levels of the organization
- Strong collaboration and networking skills; you have the ability to appropriately manage expectations with individuals at a higher level in the organization
- Excellent attention to detail and resource utilization
- You are a strong individual contributor within a team environment and ability to work with minimal supervision
- Working with the Account Executive, Solutions Architect, and Product and Service Consultant to develop strategy plan appropriate for project requirements
- Assuming overall responsibility for proposal activities such as: planning, organizing timeline and project deliverables
- Researching appropriate project responses through supplied databases as well as other identified sources
- Displaying strong product and technical knowledge within the supported market and applicable Fidelity services
- Concurrently managing multiple projects to meet deadlines while achieving desired output
- Ability to manage documents to eliminate redundancies, ensure responses align with questions, and leverage key learnings from previous efforts and apply to future projects
The Team
The Proposal Consultant is responsible for the management, completion, and production of proposal requests for some of our most visible and complex opportunities from internal business partners, including Account Executives, Solution Architects, Product and Services Consultants, Managing Directors, and Senior Management. The Proposal Consultant excels in developing strong relationships with internal clients, facilitating effective communication, and successfully managing projects in an extremely fast paced environment with little supervision. The Proposal Consultant is also in charge of training and mentoring new associates and serving as a team leader or coach for others on the team. He/she also takes the lead on initiatives that drive efficiencies and improve processes across the team and broader organization.
Fidelitys 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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.
Please be advised that Fidelitys 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.
Certifications:
Category:
Sales SupportApply
All fields are required.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
AI Guidelines
Learn about our guidelines for use of AI when applying for a Fidelity job
