National Accounts Associate

Overview

This is a hybrid role with a mix of remote and in-office working.

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.

Specific Skills

Good understanding of Fidelity 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.

Responsibilities

The National Accounts Associate is responsible for supporting and promoting sales into Fidelity’s retail and institutional products. The National Accounts Associate is responsible for leading the Digital Coverage initiative and supporting National Accounts, Key Accounts, and the broader sales team. They will be responsible for driving the success of the Digital Coverage initiative by prospecting leads and working with internal partners to manage clients in coverage as well as generating ideas for content and campaigns to engage with these advisors. The National Accounts Associate building rapport and servicing our existing relationships at the dealer and family office level, as well as conducting research to uncover new opportunities for coverage. How You'll Make an Impact: 1. Digital Coverage Initiative

Lead the Digital Coverage initiative from sales perspective.
Assess 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.
Review and follow up with leads as determined appropriate to drive future relationships and sales.

2. Key Accounts Servicing

Ongoing product reporting requests from gatekeepers.
Quarter-end reporting for recommended list funds.
Planning and managing proactive and reactive PM access.
Working with product team to manage client product shortlist process.
Event planning (client entertainment).
Competitive product analysis to determine new opportunities for dealer platform placement.

3. National Accounts Servicing

Servicing incoming requests from advisors at dealers covered by National Accounts.
- Fidelity Portfolio Intelligence
- Product inquiries
- Account inquiries
Engage in planning and attending dealer conferences as requested, follow up with attendees as required.
Research dealer models to uncover new business opportunities for FIC.

4. Sales Team Support / Communication

Additional point of contact for sales team to answer questions on dealer head office matters.
- Address increased complexity with Client Focused Reforms.
Proactively send competitive intel to sales team regarding accounts under National Accounts coverage.
In partnership with National Accounts and Dealer Relations, consolidate and keep current all dealer related intelligence such as activities, rules of engagement, rec lists, product approval processes, compensation structures, etc.
- Partner with Sales Enablement to keep information in Salesforce accurate and relevant.
- Maintain and evolve the dealer handbook for sales to leverage.
- Educate and respond to inquiries from Sales.