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 position will be responsible for leading the Digital Coverage initiative and supporting National Accounts, Key Accounts, and the broader sales team.
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, engaging in planning and attending dealer conferences as requested, and following up with attendees as required.
- 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%.
What We Offer:
Fidelity Investments is a leading provider of investment products and services. We offer a dynamic and inclusive work environment, with opportunities for growth and development. Our team members are passionate about helping our clients achieve their financial goals, and we are committed to making a positive impact in our communities.
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