National Accounts Associate
4 weeks ago
About the Role:
The National Accounts Associate is a key member of the Fidelity Investments sales team, responsible for supporting and promoting sales into Fidelity's retail and institutional products. This role involves leading the Digital Coverage initiative and working closely with internal partners to manage clients in coverage, generate ideas for content and campaigns, and build rapport with existing relationships at the dealer and family office level.
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 Marketing to drive adoption through content ideas and campaigns.
- Review and follow up with leads as determined appropriate to drive future relationships and sales.
- Servicing incoming requests from advisors at dealers covered by National Accounts, including product inquiries and account inquiries.
- Engage in planning and attending dealer conferences as requested, follow up with attendees as required.
- Research dealer models to uncover new business opportunities for Fidelity Investments.
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, helping Canadian investors build better financial futures for over 35 years. We offer a range of trusted investment portfolios and services, and are 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.
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