National Accounts Associate
1 month ago
About the Role:
The National Accounts Associate will play a key role in supporting and promoting sales into Fidelity's retail and institutional products. This position will be responsible for leading the Digital Coverage initiative and supporting National Accounts, Key Accounts, and the broader sales team.
Key Responsibilities:
- Lead the Digital Coverage initiative from a sales perspective, assessing clients in coverage, traction, and potential prospects to be added to coverage.
- Work on driving adoption through content ideas and campaigns in partnership with Marketing, reviewing and following up with leads as determined appropriate to drive future relationships and sales.
- Servicing incoming requests from advisors at dealers covered by National Accounts, engaging in planning and attending dealer conferences as requested, and following up with attendees as required.
- Research dealer models to uncover new business opportunities for Fidelity Investments.
- Provide additional support to the sales team, answering questions on dealer head office matters, and proactively sending competitive intel to the sales team regarding accounts under National Accounts coverage.
Requirements:
- University degree or equivalent experience.
- Minimum 2 years' experience.
- Travel required - 10%.
About Fidelity Investments:
Fidelity Investments is a leading provider of investment products and services, with a commitment to helping Canadian investors build better financial futures. We offer a range of trusted investment portfolios and services, and are constantly seeking to find new and better ways to help our clients.
What We Offer:
- A dynamic and inclusive work environment.
- A wide range of opportunities for growth and development.
- A competitive compensation and benefits package.
Language: English
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