VP Institutional Business Development
Found in: beBee jobs CA - 1 week ago
Applicants based in Montreal: The incumbent of this role is required to interact directly with our clients and colleagues who are located across Canada. It is required that we service our clients in the official language of their choice (French or English).
Travel across North America is required
You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement.
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 Opportunity
The VP, Institutional Business Development is responsible for building market share by creating, maintaining, and executing account strategies and plans that develop and encourage long term client relationships with existing, new accounts and consultants. The incumbent will build and maintain strong client relationships at multiple levels within an account to uncover, qualify and close sales opportunities and build the Fidelity brand. They will use their extensive technical knowledge to generate business development and keep prospects updated and abreast of Fidelity's competitive advantages.
Identify, qualify new business, strategic partnerships and participate in short list presentations that meets or exceeds annual sales and consultant relations targets in an effort to grow our institutional business. Work with consultant and research teams to ensure relevant strategies are rated positive Monitor market trends and competitor activities to identify potential business opportunities Cultivate close ongoing relationships with market influences, consultants and plan sponsors. Collaborate with broader teams to create one face to the customer and provide leadership and direction to the organization and team members on day-to-day execution of account plans, events and product needs and service standards. Become an expert in the organization's products and where they sit within the industry.
What We're Looking For
Completed University Degree preferably in Business, Commerce, Finance, related field or equivalent work experience 7-10 years of experience in a front-line role with an Institutional Money Manager or a Consulting Firm with DC with working knowledge Proven track record of developing and maintaining strong relationships at multiple levels across the organization Designations or equivalent technical knowledge and understanding of the investment industry, legal and regulatory environment, financial products are an asset, i.e. CFA, MBA
The Skills Set You Bring
Analytical - Understand the technical nature of the market and this segment of the industry. Ability to analyze technical products relative to the industry Excellent Communicator - Exceptional verbal and written communication skills with the ability to communicate to all audiences and on behalf of the Portfolio Manager when required. Expert investment/technical knowledge - Ability to communicate confidently with top level executive/senior staff and investment professionals in investment review and short list sales meetings with clients. In certain meetings, the Business Development individual on behalf of a PM, presenting an in-depth report on performance, attribution, holdings, portfolio commentary and positioning, and market commentary. Building and Maintaining relationship - Solid knowledge of money managers, consultants, pension regulations, asset management, investments, trends, policies, operations, contracts and transitions Persistent & Resourceful - Ability to classify and allocate appropriate time and resources to plan call cycles, account development and prospecting activities Team Player - With good negotiation and collaboration skills Project Management - The ability to define problems and find appropriate solutions. Sales - Ability to message a full variety of messages, including the "What's in for me", in a concise and compelling manner
Current work authorization for Canada is required for all openings.
Candidats basés à Montréal : Le titulaire du poste est tenu de communiquer directement avec nos clients et nos collègues répartis dans tout le Canada. Les clients doivent être servis dans la langue officielle de leur choix (français ou anglais).
Des déplacements à travers l'Amérique du Nord seront nécessaires.
Vous travaillerez selon un horaire hybride flexible dans le cadre de la formule de travail dynamique de Fidelity.
Chez Fidelity, nous aidons les investisseurs canadiens à prendre leur avenir financier en main depuis plus de 35 ans. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles et de services de placement fiables, et nous cherchons constamment de nouvelles façons de mieux servir nos clients. Alors que nous poursuivons notre expansion en tant que société privée, nous sommes résolument portés sur l'innovation dans tous nos domaines d'activité.
Travailler chez nous veut dire faire partie d'un groupe diversifié de personnes motivées qui font une réelle différence dans la vie de nos clients et de nos collectivités chaque jour. Vous aurez de nombreuses occasions de vous épanouir et de faire progresser votre carrière dans un milieu inclusif où l'on reconnaît votre valeur et vous soutient, une place qui vous encourage à donner le meilleur de vous-même, tant sur le plan personnel que professionnel.
Description du poste
Le vice-président ou la vice-présidente, Expansion des affaires institutionnelles est responsable de l'accroissement de la part de marché de Fidelity en élaborant et en mettant en oeuvre des stratégies et des plans afin d'établir et de favoriser des relations à long terme avec les clients existants, les nouveaux clients et les consultants. Le ou la titulaire du poste établira et entretiendra de solides relations avec les clients à plusieurs niveaux pour repérer, qualifier et saisir les occasions de vente et promouvoir la marque de Fidelity. Cette personne utilisera ses vastes connaissances techniques pour contribuer à l'expansion des affaires et tenir les clients potentiels au courant des avantages concurrentiels de Fidelity.
Identifier et qualifier de nouveaux partenariats d'affaires stratégiques et donner des présentations sur les ventes restreintes visant à atteindre ou dépasser les objectifs annuels de vente et de relations avec les consultants en vue de faire croître nos activités institutionnelles. Collaborer avec les consultants et les équipes de recherche pour s'assurer que les stratégies pertinentes donnent des résultats positifs. Surveiller les tendances du marché et les activités des concurrents pour repérer les occasions d'affaires potentielles. Cultiver des relations étroites et continues avec les personnes qui ont de l'influence sur les marchés, les consultants et les promoteurs de régimes. Collaborer avec d'autres équipes plus larges dans le but d'offrir aux clients un interlocuteur unique et fournir de l'encadrement et des directives à la société et aux membres de l'équipe quant à la gestion quotidienne des plans de compte, des événements, des besoins en matière de produits et des normes de service. Développer une connaissance approfondie des produits de la société et de leur positionnement dans le secteur.
Qualifications requises
Diplôme universitaire, de préférence en administration des affaires, en commerce, en finance ou dans un domaine connexe, ou une expérience professionnelle équivalente 7 à 10 ans d'expérience dans un poste de premier plan auprès d'un gestionnaire de fonds institutionnels ou d'une société de services-conseils, assortie d'une connaissance pratique des régimes à cotisations déterminées Expérience éprouvée dans le développement et le maintien de relations solides à plusieurs niveaux au sein d'une organisation Désignations ou connaissances techniques équivalentes et compréhension du secteur des placements, du contexte juridique et réglementaire, des produits financiers, considérées comme un atout (p. ex. CFA, M.B.A)
Votre expertise
Esprit analytique axé sur la compréhension de la nature technique du marché et de ce segment du secteur. Capacité d'analyse technique des produits du secteur. Excellentes aptitudes à communiquer verbalement et par écrit auprès de tous les publics et au nom du gestionnaire de portefeuille, au besoin. Expertise technique et connaissance des placements : capacité de communiquer en toute confiance avec les membres de la haute direction, les cadres supérieurs et les spécialistes en placement dans le cadre de l'examen des placements et des réunions de vente restreintes avec des clients. Lors de certaines réunions, la personne chargée de l'expansion des affaires peut présenter, au nom d'un gestionnaire de portefeuille, un rapport détaillé sur le rendement, l'attribution et les titres en portefeuille, en plus d'émettre des commentaires sur la structure du portefeuille, la répartition de l'actif et le marché. Capacité d'établir et d'entretenir des relations grâce à une solide connaissance des gestionnaires de fonds, des consultants, de la réglementation des régimes de retraite, de la gestion des actifs, des placements, des tendances, des politiques, des opérations, des contrats et des transitions. Persévérance et ingéniosité : capacité d'analyser et d'allouer le temps et les ressources nécessaires pour planifier les cycles d'appels, l'élaboration de comptes et les activités de prospection. Esprit d'équipe, doublé d'excellentes compétences en négociation et d'une approche collaborative Compétences en gestion de projets et capacité de définir des problèmes et de trouver des solutions appropriées. Ventes : capacité de transmettre une grande variété de messages, y compris les avantages pour le client, de façon concise et convaincante.
Quiconque pose sa candidature doit disposer d'une autorisation de travail au Canada
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