Strategic Account Manager

1 month ago

Toronto, Ontario, Canada Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a highly skilled Strategic Account Manager to join our team. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients, driving business growth, and delivering exceptional customer service.

Key Responsibilities

  • Lead contact for assigned group of clients at the C-Suite level of our partners
  • Act as the "Client Champion/Advocate", and the "Voice of the Client". Utilize performance metrics and executive reporting to analyze, understand and present operating trends to the client, in a way that creates efficiencies for the organization and the client.
  • Develop and successfully execute account management plans for an assigned group of clients.
  • Responsible for retention, developing cross-selling opportunities and communicating FCC product.
  • Provide proactive consultation and practice management solutions to clients, uncovering opportunities to gather additional assets.
  • Collaborate with Sales Team to coordinate sales process for services and products to existing clients as required.
  • Execute platform adoption goals in collaboration with the client partners to increase efficiency of client interactions and FCC's service.
  • Analyze data to identify priorities, decisions and create a point of view to share with clients to Initiate strategic business conversations.
  • Develop and maintain an in-depth understanding of assigned clients' businesses, through conversations with the client, industry approach and research and analysis.
  • Manage the resolution of larger service issues or escalations, driving them to satisfactory outcome for the client and FCC.

Requirements

  • Proven success managing relationships with demanding and complex clients in capital markets.
  • Broad capital markets and wealth management business and technology knowledge.
  • Strong financial, business and data analysis acumen.
  • Consultative background with experience in negotiations, you will be able to provide various options while formulating specific recommendations.
  • Strong project management skills with ability to effectively navigate across organization to get work accomplished on behalf of client and FCC and facilitate the efforts of a cross functional team.

About Fidelity Investments

Fidelity Investments is a leading provider of financial services and investment products. We are committed to helping our clients achieve their financial goals and build a brighter financial future.

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