VP Institutional Sales
Fidelity Canada
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteJob Level
Lead
About the role
- Deliver funded new business that meets or exceeds annual sales targets.
- Articulate Fidelity’s value proposition to Investment prospects within assigned territory.
- Identify and qualify appropriate sales opportunities within assigned territory
- Cultivate close ongoing relationships with market influencers, consultants and plan sponsors.
- Negotiate legal documents/contracts with new clients, ensuring smooth hand-off to the Transition and Relationship Management teams
- Work collaboratively within and across business units to create one face to the customer and provide leadership and direction to the organization and team members on day to day execution of account plans, events, product needs and service standards
- Partner with various departments within the Institutional business (Client Management, Consultant Relations) and multiple divisions within the greater Fidelity organization (Portfolio Managers, Legal, Compliance, Treasury, Back Office, Products and Marketing, Operations) to ensure all are appropriately engaged in strengthening and advancing business relationships
Requirements
- 8-10+ years experience in the investment management marketplace with a proven track record of developing and maintaining strong relationships at multiple levels across the organization
- University degree preferably in Business, Commerce, Finance or related field or equivalent work experience
- Designations or equivalent technical knowledge and understanding of the investment industry and financial products are an asset, e.g. Canadian Securities Course (CSC), Chartered Financial Analyst (CFA), Masters of Business Administration (MBA)
Benefits
- Competitive total compensation package
- Opportunity to participate in Fidelity profit-sharing program
- Company contributes into your RRSP, without a matching requirement from you
- Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy
- Health Care Spending Account
- TELUS Health Virtual Care app
- Health and Fitness Reimbursement
- Up to $650 for home office equipment
- Generous time off policy
- 2 paid days annually to volunteer
- Access to over 11,000 training and development courses
- Tuition reimbursement
- Monetary awards for completing a required designation
- Annual dues reimbursement for professional designations
- Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment managementsales strategycontract negotiationaccount managementfinancial products knowledge
Soft skills
relationship buildingcollaborationleadershipcommunicationnegotiation
Certifications
Canadian Securities Course (CSC)Chartered Financial Analyst (CFA)Masters of Business Administration (MBA)