About this role
Drive institutional sales with Fidelity as a Business Development Manager, specializing in Defined Contributions. This role operates on a flexible hybrid schedule from Toronto. In this position, you will manage client relations and execute strategic sales initiatives to boost Fidelity's penetration in the market.
You'll be tasked with developing comprehensive Territory Sales Plans and leveraging institutional data to uncover potential growth opportunities. Collaborate closely with the Vice President of Sales and foster partnerships to increase overall client engagement and investment opportunities. Key Responsibilities:
• Formulate Territory Sales Plans to enhance revenue generation
• Identify and utilize institutional data for sales activities
• Navigate the sales process, providing client solutions
• Manage advisor relations and redemption processes
• Engage with local market initiatives for lead generation Requirements:
• 3+ years of institutional sales experience
• Background in Investment Consulting and actuarial functions
• Proven ability in business development and managing client relations
• University degree or equivalent experience required
• Must possess CFP and CSC certifications Leverage your sales expertise to boost Fidelity's growth and enhance client relationships in this pivotal role.