Remote (US-Based) | ~1-2x/month travel Nourish is rapidly scaling our national field sales ... Fast, high-fidelity execution of new playbooks, initiatives, and strategic rollouts * A deep bench ...
Remote (US-Based) | ~1-2x/month travel Nourish is rapidly scaling our national field sales ... Fast, high-fidelity execution of new playbooks, initiatives, and strategic rollouts * A deep bench ...
Remote Fidelity Sales information
What is a Remote Fidelity Sales?
A Remote Fidelity Sales job involves working for Fidelity Investments or a similar financial institution, primarily from a remote location. In this role, professionals assist clients with investment products, retirement accounts, and financial planning services, often communicating via phone, email, or video calls. The position requires strong sales skills, knowledge of financial products, and the ability to build relationships with clients to help them achieve their financial goals. Remote Fidelity Sales representatives are expected to provide excellent customer service while meeting sales targets and regulatory requirements.
How does a Remote Fidelity Sales professional typically collaborate with other departments while working remotely?
Remote Fidelity Sales professionals regularly collaborate with departments like client services, marketing, and operations through virtual meetings, instant messaging, and shared digital platforms. Strong communication skills are essential to coordinate with financial advisors, address client needs, and relay feedback to product teams. While working remotely, maintaining proactive communication and building relationships across teams are key to ensuring seamless service delivery and keeping everyone aligned on sales goals.
What are the key skills and qualifications needed to thrive as a Remote Fidelity Sales representative, and why are they important?
To excel as a Remote Fidelity Sales representative, you need a strong background in financial services, sales acumen, and typically a FINRA Series 7 and 63/66 license. Familiarity with CRM platforms, virtual meeting tools, and financial analysis software is essential for managing client relationships remotely. Outstanding communication, active listening, and self-motivation are critical soft skills for building trust and rapport with clients in a virtual environment. These skills and qualifications enable effective client engagement, compliance with industry regulations, and achievement of sales targets in a remote setting.
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What are popular job titles related to Remote Fidelity Sales jobs in Ohio?
For Remote Fidelity Sales jobs in Ohio, the most frequently searched job titles are:
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What cities in Ohio are hiring for Remote Fidelity Sales jobs?
Cities in Ohio with the most Remote Fidelity Sales job openings:
Job description
Remote (US-Based) | ~1–2x/month travel
Nourish is rapidly scaling our national field sales (partnerships) organization, and we need leaders with experience building teams at scale. The Provider Partnerships Area Director will lead five regions, each comprised of one Provider Partnerships Regional Manager (PPRM) and approximately 8 Provider Partnerships Managers (PPMs).
Your role: build a system of great PPRMs who consistently develop high-performing PPM teams, execute with discipline, and scale our field motion with rigor and care.
In addition, this role plays a critical part in engaging, supporting, and delivering our largest health system partnerships — partnering closely with PPRMs, PPMs, and cross-functional leaders to drive adoption, deepen relationships, and represent Nourish with credibility at senior clinical and operational levels.
You'll translate national strategy into repeatable regional execution, turn insights from the field into action for the broader organization, and play a decisive role in how we grow, hire, coach, and win.
What You'll DoBuild and Scale a High-Performing Field Organization- Hire, coach, and develop PPRMs through disciplined 1:1s, talent reviews, and operating rhythms — setting and upholding a clear bar for managerial excellence, accountability, and judgment.
- Ensure consistent regional execution by holding PPRMs to shared standards across performance management, territory strategy, coaching quality, and hiring/ramp — and by driving adoption of core field systems (onboarding, playbooks, dashboards, and input metrics).
- Translate strategy into execution by converting cross-functional priorities into clear, field-ready action plans with defined KPIs, timelines, and ownership at the PPRM level.
- Pressure-test performance in the field through regular field time with PPRMs — observing coaching, reinforcing expectations, and delivering targeted, skills-based feedback.
- Support and help lead enterprise health system partnerships, collaborating with PPRMs, PPMs, and internal partners to drive adoption, expansion, and long-term success, and engaging directly with health system leadership as needed to guide strategy and unblock challenges.
- Act as the connective tissue between field and HQ, partnering closely with Enablement, Ops, Growth Strategy, Product, Clinical, and Marketing to surface patterns, remove systemic blockers, and scale what works.
- Build for scale and culture, identifying emerging leaders, owning high-bar hiring and promotion decisions, and fostering a patient-first culture that attracts and retains top talent.
This is a high-leverage, outcomes-driven leadership role. You'll deliver:
- PPRMs who consistently operate against clear performance standards and run their regions through systems, not intuition
- Strong, predictable adoption of input metrics and territory discipline across all regions
- Successful onboarding, adoption, and expansion of large health system partners, supported by tight coordination between field and HQ
- Fast, high-fidelity execution of new playbooks, initiatives, and strategic rollouts
- A deep bench of future leaders ready to step into expanded scope as Nourish scales
- Tight feedback loops between field and the broader organization that increase speed, focus, and execution quality
- Are driven by transforming healthcare through better nutrition, with a patient-first mindset
- Thrive as a builder in fast-scaling, ambiguous environments and enjoy creating structure
- Are a manager-of-managers with a track record of developing strong leaders
- Believe great performance comes from clarity, systems, and consistent execution
- Have experience managing managers in a high-growth, field-based sales organization (healthcare strongly preferred)
- Bring exposure to large, complex health system or enterprise partnerships and are comfortable in senior-level external conversations
- Demonstrate strong talent judgment, including hiring, promoting, and performance-managing leaders with fairness and decisiveness
- Communicate clearly and partner cross-functionally to turn strategy into simple, repeatable execution