Director of Business Development responsible for expanding teams nationwide and driving revenue growth at Roadway Moving. Engaging with real estate partners and generating leads for business development.
FC
Hybrid Institutional Business Development Manager – Defined Contributions
Posted 2 months ago
About the role
- Institutional Business Development Manager managing client relationships and developing business strategies at Fidelity Investments. Executing Territory Sales Plan to drive revenues and grow client partnerships.
Responsibilities
- 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 clients.
- Guide prospects through the sales process to uncover needs and offer product or service solutions to fulfill those needs.
- Proactively manage redemptions using sales tools, product solutions, and advisor data.
- Initiate client relationships through prospecting, lead utilization, and local market/community involvement.
- Identify, execute, and follow-up on opportunities to father additional information to help further prospect and consultant centered discussions.
- Use understanding of actuarial evaluation and pension liability management to help further discussion with prospects and consultants.
- Work in partnership with the Vice President Sales & Consultant Relations to help them grow their business.
- Strategize ways to increase prospect and consultant penetration and overall sales.
- Increase the number of Investment Professionals doing business with Fidelity Investments - ensure that all territory needs are being met.
- Support team with various tasks such as Portfolio Analysis, Investment Proposals, Competitive Information Search, Comparisons, and Data Mining.
- Follow-up with prospects and consultants.
- Accurate and detailed completion of competitor information and analysis.
- Generate meeting/interaction and pipeline reports and analysis to further leads.
- Help to data mine sales/consultant relations information.
Requirements
- 3+ years of sales experience, including experience as a Business Development Manager with a proven track record of exceeding metrics and managing client relationships in the financial services industry.
- University degree required, or equivalent work experience.
- Certified Financial Planner (CFP) and Canadian Securities Course (CSC) required.
- Chartered Financial Analyst (CFA) required.
- FSA and/or ASA is an asset.
Benefits
- Performance Bonus: Eligible for a discretionary bonus that rewards your contributions and results.
- RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
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