Regional Sales Manager/Sales Director

2 months ago

Sydney, Canada Fidelity International Full time

About the Opportunity

Job Type: Permanent

Application Deadline: 10 December 2024

Title: Regional Sales Manager/Sales Director

Department: Wholesale Sales

Location: Sydney, Australia

Reports To: Head of Wholesale Sales, Australia

Level: 7

We’re proud to have been helping our clients build better financial futures for over 50 years. Join our Wholesale Sales team and feel like you’re part of something bigger.

About your team

Fidelity’s Wholesale Sales team has significant experience and a strong reputation in the Australian adviser market. The team’s primary purpose is to achieve strong net new sales of Fidelity’s solutions (Managed Funds, ETFs, and SMAs) through various key channels including Banks, Financial Institutions, Wealth Management companies, Independent Financial Advisers, and Stockbrokers.

Central to the success of this function is the development of strong diverse ratings and shelf space for Fidelity funds, broad approved product status for our funds, and quality Model Portfolio and Managed Account representation.

About your role

The Regional Sales Manager/Sales Director is responsible for driving retention activity, generating sales, developing new business opportunities, and ongoing management of key relationships including financial advisers, boutique and national dealer groups, and other distribution channels.

The development and execution of a Sales Plan will include:

  • Setting sales projections and disciplined management to deliver sales outcomes.
  • Implementing a structured Sales Plan comprising a quarterly 90 Day Sales Plan and full-year Annual Sales Plan.
  • Meeting the required Sales targets and Activity levels.
  • Growing and diversifying Fidelity’s supporter base.
  • Developing and converting new, profitable business relationships.
  • Negotiating commercial arrangements.
  • Collaborating with the Institutional Sales team to identify group-level opportunities for Fidelity.

The critical outputs for this role include:

  • Meet/exceed Sales Targets.
  • Meet/exceed minimum activity levels.
  • Increase the number of advisers using Fidelity retail/wholesale funds.
  • Retention of existing Funds Under Management (FUM) with Fidelity.
  • Increase knowledge and use of Fidelity products.
  • Contribute to the overall Fidelity distribution strategy and Australian business plan.
  • Extensive travel as required, including attendance at key events.
  • Management of an allocated list of intermediary relationships.
  • Assistance to the broader team in managing and driving sales outcomes.
  • Contribute to the learning and development of fellow team members.

About you

  • Established track record of success in generating sales with financial advisers.
  • Proven success in selling Multi-Asset and Fixed Income solutions.
  • Ability to develop and maintain successful relationships with industry decision makers.
  • Strong interpersonal skills with a capacity to influence and present convincingly.
  • A strong commercial mindset, high levels of motivation, accountability, resilience, and adaptability.
  • Strategic perspective, market insights, and business acumen.
  • Willingness to undertake travel as necessary.

Feel rewarded

We’ll offer you a comprehensive benefits package, support your development, and provide flexibility in your work. For more about our work and our approach to dynamic working, visit careers.fidelityinternational.com.

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