National Accounts Associate
1 month ago
About the Role:
The National Accounts Associate is a key member of our sales team, responsible for supporting and promoting sales into Fidelity's retail and institutional products. This role requires a strong understanding of our products and services, as well as excellent analytical and relationship-building skills.
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 with internal partners to manage clients in coverage, generating ideas for content and campaigns to engage with these advisors.
- Build rapport and service existing relationships at the dealer and family office level, conducting research to uncover new opportunities for coverage.
- Support the sales team with product inquiries, account inquiries, and event planning, as well as providing competitive product analysis to determine new opportunities for dealer platform placement.
Requirements:
- University degree or equivalent experience.
- Minimum 2 years' experience in a related field.
- Travel required - 10%.
What We Offer:
Fidelity Investments is a leading provider of investment products and services, and we offer a dynamic and inclusive work environment that values diversity and innovation. As a National Accounts Associate, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our business.
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National Accounts Associate
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Toronto, Ontario, Canada Fidelity Investments Full timeJob Title: National Accounts AssociateFidelity Investments is seeking a highly motivated and results-driven National Accounts Associate to join our team. As a National Accounts Associate, you will be responsible for supporting and promoting sales into Fidelity's retail and institutional products.Key Responsibilities:Lead the Digital Coverage initiative from...
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National Accounts Associate
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Toronto, Ontario, Canada Fidelity Investments Full timeJob Title: National Accounts AssociateFidelity Investments is seeking a highly motivated and results-driven National Accounts Associate to join our team. As a National Accounts Associate, you will be responsible for supporting and promoting sales into Fidelity's retail and institutional products.Key Responsibilities:Lead the Digital Coverage initiative from...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:The National Accounts Associate is a key member of our sales team, responsible for supporting and promoting sales into Fidelity's retail and institutional products. This role requires a strong understanding of our products and services, as well as excellent analytical and relationship-building skills.Key Responsibilities:Lead the Digital...
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