Jared Bramlet
Littleton,CO
Summary
Dynamic Investment Management Consultant with a proven track record at Fidelity Investments, consistently exceeding goals and driving team performance. Recognized for influential leadership and impactful coaching skills. Dedicated team builder committed to fostering growth and development.
Overview
18
18
years of professional experience
Work History
Investment Management Consultant 3
Fidelity Investments
07.2023 - Current
- Facilitated team meetings on various occasions covering topics such as WMT meeting proficiency, impacting development flows, and POI.
- Selected for IMC ambassador position ran by Dave Schwarzkopf where topics (new performance page, UAR process, and how inefficiencies) were brought to this team first to discuss opportunities.
- Held various POD sessions with IMCs on APR process and HTS.
Investment Management Consultant 2
Fidelity Investments
06.2021 - 07.2023
- Consistently in top 20% in KPIs for the nation.
- Implemented POD learning with team structured around to assist with FRM, consolidation language, and managed add pays.
- Assisted in speed to proficiency with newly promoted IMC 2’s through coaching and call reviews.
Client Management Representative
Fidelity Investments
11.2020 - 07.2021
- Provided onboarding and guidance to other sales representatives to meet sales goals while growing opportunities for continuing business.
- Finished in top 20% for contacts and ASRs for Q1.
- Established call review for "Players Only" to help influence strong customer interactions.
- Mentor for prospective CMR's to join the function.
ISR Help Desk
Fidelity Investments
08.2019 - 11.2020
- Coaching and developing ISR associates to implement CSS process to induce effective conversations with clients.
- Heading group call reviews with service in order to build influential pipeline for ISR.
- Impacting associate satisfaction by championing shift improvements.
- Expanding representatives knowledge by way of inbound time on the national line.
- Servicing branch associates in efforts to consolidate assets through direct communication with finance.
Investment Solutions Representative
Fidelity Investments
11.2018 - 08.2019
- Finished in top 40% in the Spade report in Q1 and Q2
- 65% improvement in net flows from Q1 to Q2
- 68% improvement in tier 3 flows from Q1 to-Q2
- Took leadership role on team in the form of leading team meetings and developing new coaching techniques to improve statistics.
Connect And Advance
Fidelity
06.2018 - 11.2018
Customer Relationship Advocate
Fidelity Investments
08.2017 - 06.2018
Operations Manger
King Soopers
07.2007 - 07.2017
Education
High School Diploma - undefined
Chatfield Senior High
Littleton, CO2009
Series 7, 9, 10, 63, 66 Licensed
Skills
- Influential leader
- Staff training/development
- Consistently exceeds goals
- Customer service-oriented
- Strong communication skills
- Critical and creative thinking
- Impactful negotiator
- Active listener
- Skillful team builder
Timeline
Investment Management Consultant 3
Fidelity Investments
07.2023 - Current
Investment Management Consultant 2
Fidelity Investments
06.2021 - 07.2023
Client Management Representative
Fidelity Investments
11.2020 - 07.2021
ISR Help Desk
Fidelity Investments
08.2019 - 11.2020
Investment Solutions Representative
Fidelity Investments
11.2018 - 08.2019
Connect And Advance
Fidelity
06.2018 - 11.2018
Customer Relationship Advocate
Fidelity Investments
08.2017 - 06.2018
Operations Manger
King Soopers
07.2007 - 07.2017
High School Diploma - undefined
Chatfield Senior High
Series 7, 9, 10, 63, 66 Licensed
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