Sam Beattie Email & Phone Number

Boston, 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.

Boston, 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.

Boston, 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.

Boston, 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.

Boston, 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.

Boston, 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.

Boston, 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%.

Boston, Ma, Us

Boston, 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.

Southlake, 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.

Olean, 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.

Olean, 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.

B.A. In Philosophy With A Minor In Business, Philosophy

Study Abroad

Education record