National Accounts Associate

7 days ago

Toronto, Ontario, Canada Fidelity Investments Full time

About Fidelity Investments

Fidelity Investments is a leading financial services company that has been helping Canadian investors build better financial futures for over 35 years. We offer a range of trusted investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients.

Our Company Culture

We're a privately owned company that boldly embraces innovation in all areas as we continue to grow our business into the future. Our diverse and dedicated team makes a real difference for our clients and communities every day.

Job Summary

We're seeking a National Accounts Associate to support and promote sales into our retail and institutional products. This hybrid role will involve a mix of remote and in-office working.

Key Responsibilities

The National Accounts Associate will be responsible for:

  • Leading the Digital Coverage initiative from a sales perspective
  • Assessing clients in coverage, traction, and potential prospects to be added to coverage
  • Working with internal partners to manage clients in coverage and generating ideas for content and campaigns to engage with these advisors
  • Building rapport and servicing existing relationships at the dealer and family office level
  • Conducting research to uncover new opportunities for coverage

How You'll Make an Impact

The National Accounts Associate will make an impact by:

  • Driving the success of the Digital Coverage initiative
  • Supporting National Accounts, Key Accounts, and the broader sales team
  • Generating ideas for content and campaigns to engage with advisors
  • Building relationships with dealers and family offices

Requirements

To be successful in this role, you'll need:

  • A university degree or equivalent experience
  • Minimum 2 years' experience
  • Travel required - 10%

What We're Looking For

We're looking for someone with:

  • A good understanding of Fidelity products and services
  • Exceptional analytical ability
  • Strong relationship skills, ability to build rapport and trust
  • Excellent oral and written communication skills
  • Proven experience performing complex data analysis

Language

English is the primary language used in this role.

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