Etf Strategist

Job Description
- _Role available in Vancouver or Calgary_
- _Current work authorization for Canada is required for all openings._

ETF Strategist

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 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.

How You’ll Make an Impact

The ETF Strategist will be responsible for driving Fidelity’s ETF sales and AUM growth by engaging with financial advisors and various centers of influence across multiple distribution channels in their assigned territories, working alongside the Fidelity Sales team. The ETF Strategist will be responsible for communicating investment philosophies, process, and ongoing product updates to Fidelity’s clients, prospects, and (Do-It-Yourself) DIY investors. The role will support the sales efforts of a regional sales territory and its Regional VP Sales (RVPs), District VP Sales (DVPs), Business Development Managers (BDMs) and Business Development Associates (BDAs). Beyond sales, the ETF Strategist will also support all major Fidelity stakeholder to provide ETF expertise regarding industry trends, competitor intelligence, Fidelity’s product offerings, and portfolio construction ideas. The role will also represent Fidelity at industry events, as well as participating in speaking engagements at Fidelity and external events. The ETF Strategist will be involved in all aspects of product development and management of Fidelity ETFs. This role will report to the Director, ETF & Alternatives Strategy.

What You Will Do

Establish Fidelity Canada as an industry leader in ETFs- Build, maintain and communicate an expert level of knowledge on Fidelity ETFs, their related products and the capital markets in which they invest.- Develop relationships in an assigned regional territory with Fidelity salespeople, their prospects, clients and industry participants.- Identify opportunities to develop and execute sales strategies that will maximize market penetration and increase customer loyalty.- Engage with key partners within the sales organization to support educational initiatives for the sales development program (SDP) to ensure our (Business Development Representative) BDR, BDA, and BDM cohorts have the support and resources to foster the growth of their knowledge around ETFs, thus ensuring a strong and equipped sales force for years ahead. Educate and promote the ETF’s investment philosophy, process, performance, and competitive strengths.- Engage appropriate consulting and gatekeeper communities to provide investment transparency and build organizational awareness.- Provide thought leadership and insights regarding the marketplace and competitors, with emphasis on differentiating competitor investment process and investment performance.- Present at internal and external conferences to both provide and maintain a high degree of knowledge around the ETF and Capital Markets landscape in Canada and abroad.

Drive Fidelity ETF net sales and AUM Growth-
- Engage meaningfully with existing core and prospective advisors and support existing DVP efforts to expand knowledge and use of appropriate ETF solutions, so as to enhance existing partnerships and foster new growth.- Develop relationships and gain the trust of the Fidelity sales teams to become a sought-after resource to be leveraged in the sales process in both offensive and defensive capacities. Help DVPs/BDMs develop and manage ETF business plan for their territory to include segmented business approach by client type, and opportunity.- Identify opportunities to develop and execute sales strategies that will drive net sales, maximize market penetration, increase customer loyalty, and thus strengthen relative market share in the ETF space.- Partner with sales to educate and provide constantly evolving investment thesis updates for each of our ETF offerings that are relevant and timely in the current market backdrop.- Work closely with our portfolio managers and other related internal investment professionals, as required, in order to maintain an open line of communication to allow the ETF Strategist to serve as an extension of the PM in order to share timely thoughts and ideas.- Participate in industry events and conferences, such as the MoneyShow or Exchange Traded Forum to educate DIY investors and investment professionals, respectively, abo