Sam Beattie's Location
Dallas-Fort Worth Metroplex, United States, United States
Sam Beattie's Contact Details
Sam Beattie work email
- Valid
- Valid
Sam Beattie personal email
n/a
About Sam Beattie
•Certified Scrum Product Owner, CSPO®•Certified Scrum Master, CSM®•Fidelity Young Professionals Network (FYPN)•Dallas Regional Chamber Young Professionals (DRCYP)•Mentor at Big Brothers Big Sisters (BBBS-TX)•National Eagle Scout Association (BSA)
Sam Beattie's Current Company Details
Fidelity Investments
View
Director, Research & Insights
- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
Sam Beattie Work Experience Details
-
Director, Research & InsightsFidelity Investments Jan 2024 - PresentBoston, Ma, Us•Responsible for developing and delivering research & insights resources that inform strategic initiatives in support of Core market Employers, Advisors, and TPAs. •I manage Fidelity's Workplace Advisor Council, TPA Council, Advisor Panels, and Client Advisory Forums to capture Voice of Customer and provide data-driven insights from client feedback.
-
Sr. Manager, Research & InsightsFidelity Investments Mar 2022 - Jan 2024Boston, Ma, Us• Responsible for influencing and developing the delivery of Workplace R&I that inform the strategic initiatives of Employers and Advisors.• I manage Fidelity’s Advisor listening posts (Advisor Council & Advisor Panels) to capture the Voice of Customer and share their feedback through data-driven insights that inform our Sales, Marketing, Product, Relationship Management, and Business Strategy teams.
-
Manager, Business Analyst - Customer Solutions || Employer Digital PlatformsFidelity Investments Mar 2021 - Mar 2022Boston, Ma, Us• Supported the Squad Lead execute the product roadmap by prioritizing backlog issues and documenting requirements into new features for our the Plan Sponsor Webstation (Employer) and Fidelity Connect (Advisor) digital platforms used in benefits administration.• Leveraged client feedback, customer behavioral data, and third-party research to create the idea for MVP and communicating that vision to executives while simultaneously addressing the feature requirements to software developers and UX designers for various client products, such as Stock Plan Services, Tax Exempt organizations, Health Savings Accounts, Defined Benefit plans, and others.• Led pilot trials and running business testing for new digital product releases that modernize our digital platforms, and overseeing the deployment of new product releases from end-to-end.
-
Managing Director, Workplace Relationship ManagementFidelity Investments Dec 2019 - Feb 2021Boston, Ma, Us•Managed the administration & recordkeeping of 2,400 qualified Defined Contribution 401(k) plans totaling ~$4B in assets.•Established trusting relationships with business executives and their financial advisors to proactively offer solutions helping them meet their goals and mitigate risks of regulatory audit, nondiscrimination testing failures, and plan document compliance issues. •Utilized data to analyze plans’ complex participant and demographic needs to search for new opportunities to offer additional workplace integrations: Payroll, Fiduciary services, HR management, and Student Debt solutions.
-
Capstone Project, Private Wealth Management Tribe - Fidelity Wealth ServicesFidelity Investments Oct 2019 - Dec 2019Boston, Ma, Us•Created a framework to standardize how the firm forms partnerships with 3rd party institutions, structuring the framework to focus on cost vs build analysis, diverse hiring practices, service quality, compliance and regulatory complexities, and customer fitness.•Analyzed how expanding partnerships with TurboTax and USBank could improve our advice offerings to ultra-high net worth customers ($100M+ investable assets) in the areas of tax services, data aggregation, SBLOC, and alternative investments.
-
Associate, Emerging Leader Program (Elp)Fidelity Investments Jul 2018 - Dec 2019Boston, Ma, Us•Rotated in an 18-month development program to learn Fidelity’s various businesses, products, processes, and ways of serving customers.•Provided unique value and solutions by using my liberal arts background in Philosophy to approach challenging business problems analytically and objectively. •Participated in a Capstone Project that focused on an enterprise-wide need, and presented the solution to the CEO and her executive team for further approval and implementation.
-
Operations Analyst, Shareholder Reporting - Fidelity Fund & Investment OperationsFidelity Investments Jul 2019 - Oct 2019Boston, Ma, Us•Implemented automation & process improvements for how the Legal Product Team delivers accurate mutual fund reporting.•Created an onboarding guide and standardized process flow for the Ops Team to cut waste and improve efficiency by 20%.
-
Associate, Workplace Planning & AdviceFidelity Investments Mar 2019 - Jul 2019Boston, Ma, Us
-
Data Analyst, Corporate ProcurementFidelity Investments Nov 2018 - Feb 2019Boston, Ma, Us•Utilized Tableau & SQL to implement process efficiencies on Vendor Contracts and cost data of diverse Supplier Relationships.•Enhanced the usability & inclusivity of enterprise dashboards to create intuitive storytelling for visual impairments & executive use.
-
Finance/Data Entry InternIfm Restoration Dec 2017 - Apr 2018
-
Account Management InternIfm Restoration Aug 2017 - Dec 2017
-
Management Consultant - Strategy & PlanningSabre Airline Solutions May 2017 - Aug 2017Southlake, Texas, Us•Scanned the competitive landscape to shape the strategic positioning & growth of Sabre’s IT and Strategy Consulting by analyzing trends in both the aviation & consulting industries, meeting with external airline and “Big 4” consulting executives to gain insights.•Explored how implementing Machine Learning in the Travel Network Global Ops call centers could reduce costs by 80% over 5 years. -
Sr. Field Sales ManagerVector Marketing Feb 2013 - May 2017Olean, Ny, Us•Surpassed the company’s $50,000 Milestone in personal sales.•Achieved the company's 7th and highest field rep. promotion in less than 2 years due to strong personal sales, building long term customer relationships, and recruiting a large number of quality sales reps.•Recipient of Vector’s Rising Star Award and Vector's Team Builder Award (Ranked 8th in the entire company)•Member of the President's Club and Consistency Club, having over $1,000+ worth of product week after week.•Ranked 23rd out of 80,000 sales reps during my first year, all while being a full-time student. -
Assistant District ManagerVector Marketing Mar 2013 - May 2014Olean, Ny, Us•Wrote the phoning script for my office that pushed our appointment rate up from 40% to 85%, and was later implemented in other district offices within the division. •Coached my team into raising our annual district sales goal from $500,000 to $1 million by mentoring new reps on how to build client relationships, ask probing questions, up-sell, cross-sell, negotiate and close deals on initial visits, qualify targeted leads, and follow up for future business.•Recruited new sales reps from university campuses and city sponsored career fairs.
Sam Beattie Skills
Leadership
Public Speaking
Sales Presentations
Relationship Marketing
Cold Calling
Team Building
Microsoft Office
Finance
Marketing
Field Training
Microsoft Excel
Sales Management
Recruiting
Direct Sales
Persuasive Speaking
Business Strategy
Strategic Planning
Negotiation
Customer Relationship Management
Business Planning
Data Analysis
Competitive Strategies
Business Development
Business Process Improvement
Business Analysis
Management Consulting
Marketing Strategy
Competitive Analysis
Account Management
Strategy
Sales
Microsoft Powerpoint
Microsoft Word
Management
Team Leadership
Cross Functional Team Leadership
Client Development
Customer Service
Competitive Differentiation
Tableau
Sql
Data Analytics
Analytics
Sam Beattie Education Details
-
The University Of DallasPhilosophy -
Tecnológico De Costa RicaStudy Abroad
-
Satish & Yasmin Gupta College Of Business
Frequently Asked Questions about Sam Beattie
What company does Sam Beattie work for?
Sam Beattie works for Fidelity Investments
What is Sam Beattie's role at the current company?
Sam Beattie's current role is Director, Research & Insights.
What is Sam Beattie's email address?
Sam Beattie's email address is sa****@****fmr.com
What schools did Sam Beattie attend?
Sam Beattie attended The University Of Dallas, Tecnológico De Costa Rica, Satish & Yasmin Gupta College Of Business.
What skills is Sam Beattie known for?
Sam Beattie has skills like Leadership, Public Speaking, Sales Presentations, Relationship Marketing, Cold Calling, Team Building, Microsoft Office, Finance, Marketing, Field Training, Microsoft Excel, Sales Management.
Who are Sam Beattie's colleagues?
Sam Beattie's colleagues are Arbane Hylton, Sushmitha Kumar, Mark Flanagan, Jim Stair, Chandan R, Sheryce Jacobs, Sophia Shirvanian.
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial