National Accounts Associate
4 weeks 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 includes leading the Digital Coverage initiative and working with internal partners to manage clients in coverage, as well as generating ideas for content and campaigns to engage with these advisors.
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, including product inquiries and account inquiries.
- Engage in planning and attending dealer conferences as requested, follow up with attendees as required, and 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 You:
- Good understanding of Fidelity Investments 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 (i.e. sales, performance analysis, etc.).
- Bi-lingual is considered an asset.
Current work authorization for Canada is required for all openings.
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National Accounts Associate
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