Sales - Key Account Manager

7 days ago


Canada Fidelity International Full time
National Accounts Manager page is loaded National Accounts Manager
Apply locations Toronto Office time type Full time posted on Posted 2 Days Ago job requisition id J50629 Job Description
Job Posting - National Accounts Associate
This is a hybrid role with a mix of remote and in-office working.
At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years.

We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients.

As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day.

You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.

The National Accounts Associate is responsible for supporting and promoting sales into Fidelity's retail and institutional products.

The National Accounts Associate is responsible for leading the Digital Coverage initiative and supporting National Accounts, Key Accounts, and the broader sales team.

They will be responsible for driving the success of the Digital Coverage initiative by prospecting leads and working with internal partners to manage clients in coverage as well as generating ideas for content and campaigns to engage with these advisors.

The National Accounts Associate building rapport and servicing our existing relationships at the dealer and family office level, as well as conducting research to uncover new opportunities for coverage.

Digital Coverage Initiative
Lead the Digital Coverage initiative from sales perspective.
Work on driving adoption through content ideas and campaigns in partnership with Marketing.
Review and follow up with leads as determined appropriate to drive future relationships and sales.
Key Accounts Servicing
Planning and managing proactive and reactive PM access.
Working with product team to manage client product shortlist process.
National Accounts Servicing
Servicing incoming requests from advisors at dealers covered by National Accounts.
Fidelity Portfolio Intelligence
Account inquiries
Sales Team Support / Communication
Additional point of contact for sales team to answer questions on dealer head office matters.
Proactively send competitive intel to sales team regarding accounts under National Accounts coverage.

In partnership with National Accounts and Dealer Relations, consolidate and keep current all dealer related intelligence such as activities, rules of engagement, rec lists, product approval processes, compensation structures, etc.

Partner with Sales Enablement to keep information in Salesforce accurate and relevant.
Maintain and evolve the dealer handbook for sales to leverage.
Educate and respond to inquiries from Sales.

Good understanding of Fidelity products and services.
Proven experience performing complex data analysis (i.e. sales, performance analysis, etc.).
Bi-lingual is considered an asset.

We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal/Native American status or any other legally-protected ground.

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. No telephone inquiries or agencies please. o Canada's Top Employers for Young People

Best Workplaces for Inclusion
Best Workplaces for Mental Wellness Best Workplaces for Today's Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces with Most Trusted Executive Teams
o HRD - 5-Star Diversity & Inclusion Employer

  • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Best Workplaces for Women 2023 by Great Place to Work

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry.

To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers.

With our help, there's no limit to what you can accomplish here.
The Search Jobs section is your online source for job opportunities at Fidelity.

Using our site is simple - just take a few moments to create an online profile for your ideal job.

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.
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