Institutional Business Development Manager

Description:

The Institutional Distribution division of Fidelity Canada provides a comprehensive range of flexible, high-quality solutions for Canadian institutional plan sponsors and their plan members. Through our team of sales, relationship management and consultant relations professionals, Institutional Distribution offers solutions for corporate and public defined benefit and defined contribution pension plans, endowments and foundations that cover all major and specialized asset classes.

Role Overview

As a key member of the sales team, the Business Development Manager, manages their own client base, developing and executing client relationships. Responsible for defining the market penetration strategy for an assigned territory, cultivating key relationships in order to partner with Investment Professionals and increase their support of Fidelity's products and services.

The Business Development Manager will also work in partnership with the Vice President, Sales to develop business relationships with Investment Professionals and ensure the Territory Sales Plan is executed effectively through contact, sales, product and service goals.

How you’ll make an impact:

• Develop and execute a Territory Sales Plan which maximizes territory sales and grows the company's revenues. Using Institutional data, identify frequency of contact, high impact sales activities, key product opportunities and corporate messages for each client and prospective client.
• Work in partnership with the Vice President Sales & Consultant Relations to help them grow their business
• Support team with various tasks such as Portfolio analysis, Investment proposals, competitive information search, comparisons, data mining

What We’re Looking For

• 3+ years of sales experience including experience as a Business Development Manager with a proven track record of exceeding metrics and a demonstrated track record of developing and managing client relationships in the financial services industry.
• University degree
• CFA completed
• FSA, ASA are considered an asset

This is the right role for you if you:

• Have outstanding oral and written communication skills with the ability to engage others in a clear and compelling manner.
• Have a demonstrated ability to apply your strong analytical skills.
• Your superb communication skills translate into positive interactions and long-term relationships
• Are flexible and adaptable to adjust quickly to change
• Have a high need for achievement and seek out every opportunity to create a win-win situation.

Here are some of the ways we’ll help you feel valued and supported as part of our team:

• hybrid work arrangements
• Competitive total compensation package
• Company contributes into your RRSP, without a matching requirement from you
• Health benefits and coverage, 100% employer paid premiums, including up to $5000 for therapy
• Health Care Spending Account
• Health and Fitness Reimbursement
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer
• Access to over 11,000 training and development courses
• Tuition reimbursement
• Monetary awards for completing a required designation
• Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks