Principal Facilitator

Fidelity Investments; Smithfield (RI); On-site; USD 95,000 - 150,000; Full time

Job summary

Fidelity Investments seeks a Principal Facilitator to lead and design high-impact learning engagements across the organization, both live and virtual. You will consult with leaders, tailor solutions for complex needs, and advance inclusive facilitation practices in a cross-functional team environment.

You will independently own programs, apply adult-learning principles, and leverage data to measure impact, influencing decisions with senior stakeholders in a collaborative Fidelity Learning Team.

Qualifications

• Education – Bachelor’s or equivalent with 8 years of experience or Master’s with 6 years of experience.
• Specialized Experience - formal instructor-led facilitation in the Learning/Talent industry – combined with continuous professional development.
• Other learning/certifications – preference for candidates with certifications in a variety of learning programs and development assessments.
• Skills Required – Capability-based Learning and Development – Learning Delivery Methods – Presentation Skills – Adult Learning Principles and Concepts – Learning Analysis – Learning Needs Analysis – Advising – Critical Thinking – Effective Communication – Influencing Others – Solutions Oriented Outcomes – Strategic Thinking – Professional Credibility

Responsibilities

• Facilitating high-impact learning engagements (live and virtual) at all levels of the organization using advanced facilitation techniques.
• Building relationships through effective consulting, risk mitigation, and follow up to ensure learning is applied and measurable.
• Working cross-functionally with learning professionals and project teams to tailor solutions for complex learning needs.
• Advising leaders and HR to clarify learning needs that support growth and alignment with priorities.
• Contributing to and building the organization’s capabilities in facilitation, engagement and inclusive practices.
• Works independently and leads programs ensuring outcomes are delivered.
• Uses data to influence decision makers and measure learning impact.
• Communicates decisions effectively to key stakeholders.

Skills

Adult learning principles

Presentation skills

Effective communication

Strategic thinking

Influencing others

Critical thinking

Advising

Learning needs analysis

Education

Bachelor's degree or equivalent

Master's degree

Job description

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a Passion For Leading Facilitated Learning Experiences And Events - Sparking Curiosity, Inspiring Change, Challenging Preconceptions, And Impacting Results? Join Fidelity As a Principal Facilitator And Be a Part Of a Collaborative Learning Team - Applying Your Expertise In a Variety Of Learning Methodologies To Support The Growth Of The Fidelity Institutional Business Unit. Our Goal Is To Support The Needs Of Our Business Partners And Teams - Delivering Highly Engaging, Effective And Tailored Solutions That Make a Measurable Impact. Each Day You Add Value By

• Facilitating high-impact learning engaging events (live and virtual) at all levels of the organization – using a variety of advanced facilitation techniques and learning methodologies to fit the desired outcomes.
• Building relationships through effective consulting, risks mitigation, and follow up – ensuring learning is applied and impacts measured.
• Working cross-functionally with learning professionals and project teams to develop and tailor solutions to meet complex learning needs - ensuring clarity of objectives, and structured outcomes.
• Advising leaders and our extended HR team to clarify learning needs that support business, team and individual growth - shaping agendas, enabling alignment with priorities.
• Contributing to, and building our organization's capabilities in facilitation, engagement and inclusive practices.

The Expertise And Skills You Bring

Candidates for this role will bring experiences that demonstrate their ability to deliver learning outcomes to all levels of the organization, using a wide variety of facilitation skills and methodologies. Strong skills in deploying advanced facilitated learning engagements with complex learning outcomes. Ability to develop credibility with audiences and participants using expert facilitation skills in environments beyond traditional learning-centered events.

Effectiveness in this role depends upon a demonstrated ability to adapt their advanced facilitation techniques – consistent with adult learning principles and industry best practices - applied to a wide variety of programs and workshops.

Works independently and takes a leading role/ownership of programs and ensures effective outcomes are agreed upon and delivered. While equally adept at working cross-functionally with leaders and teams to manage complex program elements and deliverables.

Displays strong judgement when solving complex problems and effectively uses data to influence decision makers and partners - uses key insights to measure learning effectiveness/impact.

Brings a deep understanding and subject matter expertise of learning, facilitation and business acumen when making decisions. Communicates decisions effectively to critical stakeholders – building trusting relationships with internal clients by consulting on learning needs prior to session/program delivery.

• Education – Bachelors or equivalent with 8 years of experience or Masters with 6 years of experience
• Specialized Experience - formal instructor-led facilitation in the Learning/Talent industry – combined with continuous professional development.
• Other learning/certifications – preference for candidates with certifications in a variety of learning programs and development assessments.
• Skills Required – Capability-based Learning and Development – Learning Delivery Methods – Presentation Skills – Adult Learning Principles and Concepts – Learning Analysis – Learning Needs Analysis – Advising – Critical Thinking – Effective Communication – Influencing Others – Solutions Oriented Outcomes – Strategic Thinking – Professional Credibility

The Team

Supporting the Fidelity Institutional (FI) business unit, the FI Learning Team is part of FI Human Resources. We work collaboratively to support targeted business, talent, and learning strategies for each FI business group. We discover learning needs/outcomes, design, develop, deploy and measure solutions to meet these needs and value-added outcomes. Our work is aligned to the broader Fidelity enterprise talent and learning organization’s strategy - we work closely with these partners to achieve our goals and contribute to the broader Fidelity strategy.

Fidelity’s 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.

Certifications

Category: Training

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.