Institutional Business Development Manager

# **Job Description****Institutional Business Development Manager - Defined Contributions*****Please Note:**** ***You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.**** ***Current work authorization for Canada is required for all openings.**** ***Occasional travel required for this opportunity.*****Who We Are:**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 adopt 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:**As a key member of the sales team the Institutional Business Development Manager,manages their own client base, developing and executing client relationships.Responsible for defining the market penetration strategy for an assigned territory,cultivating key relationships in order to partner with Investment Professionals andincrease their support of Fidelity's products and services.The Institutional Business Development Manager will also work in partnership with theVice President, Sales to develop business relationships with Investment Professionalsand ensure the Territory Sales Plan is executed effectively through contact, sales,product and service goals.**What You Will Do:****Develop and execute a Territory Sales Plan which maximizes territory sales and grows the company’s revenues. Using Institutional data, identify frequency of contact, high impact sales activities, key product opportunities, and corporate messages for each client and prospective clients.*** Guide prospects through the sales process to uncover needs and offer product or service solutions to fulfill those needs* Proactively manage redemptions using sales tools, product solutions, and advisor data* Initiate client relationships through prospecting, lead utilization, and local market/community involvement* Identify, execute, and follow-up on opportunities to father additional information to help further prospect and consultant centered discussions* Use understanding of actuarial evaluation and pension liability management to help further discussion with prospects and consultants**Work in partnership with the Vice President Sales & Consultant Relations to help them grow their business*** Strategize ways to increase prospect and consultant penetration and overall sales* Increase the number of Investment Professionals doing business with Fidelity Investments - ensure that all territory needs are being met**Support team with various tasks such as Portfolio Analysis, Investment Proposals, Competitive Information Search, Comparisons, and Data Mining*** Follow-up with prospects and consultants* Accurate and detailed completion of competitor information and analysis* Generate meeting/interaction and pipeline reports and analysis to further leads* Help to data mine sales/consultant relations information**What We’re Looking For:*** 3+ years of **sales** experience, including experience as a Business Development Manager with a proven track record of exceeding metrics and managing client relationships in the financial services industry* University degree required, or equivalent work experience.* Certified Financial Planner (CFP) and Canadian Securities Course (CSC) required* Chartered Financial Analyst (CFA) required* FSA and/or ASA is an asset**What You Will Bring:*** Excellent Microsoft Excel skills* Excellent analytical thinking skills* Strong written and verbal communication skills, with the ability to lead discussions and meetings* Relationship management and critical thinking skills**Total Rewards That Reflect Your Impact**We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.**For this role, your total rewards include:*** **Base Salary: A competitive annual range of $65,000 - $80,000, based on your experience and qualifications.*** **Performance Bonus: Eligible for a discretionary bonus that rewards your contributions and results.*** **RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.**We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.**Fidelity Canada is an equal opportunity employer**Fidelity Canada is committed to fostering a diverse and inclusive workplace. 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.**Accommodation during the application process**Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.**No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.****We are proud to be recipients of the following:****Awards****• Canada's Top 100 Employers** o Greater Toronto's Top Employers o Canada's Top Family-Friendly Employers o Canada's Top Employers for Young People **• Great Place To Work Certified** o Best Workplaces for Inclusion o Best Workplaces for Mental Wellness o Best Workplaces for Today's Youth o Best Workplaces for Women o Best Workplaces in Financial Services & Insurance o Best Workplaces in Ontario o Best Workplaces with Most Trusted Executive Teams**• LinkedIn Top Companies in Canada** **• Human Resource Director (HRD) - Best Place To Work** o HRD - 5-Star Benefit Program o HRD - 5-Star Diversity & Inclusion Employer**Designations** • Canadian Compassionate Companies – Certified • Benefits Canada's Workplace Benefits Award - Future of Work Strategy • TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting • Canadian HR Reporter's Most Innovative HR TeamFidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers.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.We’re excited you’re considering Fidelity for your career plans. 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. Your profile is then automatically matched to open positions and you are notified via e-mail each time a match
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