Senior Facilitator

Fidelity Investments Inc.; Smithfield (RI); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity invites a Principal Facilitator to lead high-impact learning experiences across the organization, delivering live and virtual sessions that spark curiosity and drive measurable outcomes.

You will consult with business leaders and HR partners to tailor solutions, apply adult learning principles, and build our capabilities in facilitation, engagement and inclusive practices across the FI Learning Team.

Qualifications

• Education requirements: Bachelors or equivalent with 8+ years, or Masters with 6+ years.
• Specialized Experience: formal instructor-led facilitation in Learning/Talent industry with CPD.
• Other learning/certifications: priority for certifications in learning programs and development assessments.
• Skills: 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

• Facilitate high-impact learning events (live and virtual) at all levels of the organization.
• Build relationships through consulting, risk mitigation, and follow-up to ensure learning is applied and measured.
• Work cross-functionally with learning professionals and project teams to tailor solutions for complex learning needs.
• Advise leaders and HR to clarify learning needs that support growth and alignment with priorities.
• Contribute to and build the organization’s capabilities in facilitation, engagement and inclusive practices.

Skills

Capability-based Learning

Learning Delivery Methods

Presentation Skills

Adult Learning Principles

Learning Analysis

Learning Needs Analysis

Advising

Critical Thinking

Effective Communication

Influencing Others

Solutions Oriented Outcomes

Strategic Thinking

Professional Credibility

Education

Bachelor's degree or equivalent with 8+ years

Master's degree with 6+ years

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

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 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 plus years of experience or Masters with 6 plus 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.