Regional Sales Manager at Fidelity International

Melbourne, Victoria, Australia

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Established track record of success in generating sales with financial advisers and intermediaries, encompassing a range of investment solutions
Extensive adviser relationships across the intermediary market
Experience in the Australian adviser market (preferred)

Responsibilities

Develop and execute a Sales Plan for an identified segment of the intermediary market, including setting sales projections and disciplined management to deliver sales outcomes
Deepen Fidelity's footprint across the VIC, SA, and TAS markets
Work collaboratively with the Strategic Sales team
Develop and convert new, profitable business relationships
Negotiate commercial arrangements
Collaborate with the Institutional Sales team to identify group-level opportunities for Fidelity and provide support to win new business
Primary responsibility for management of an allocated list (panel) of intermediary relationships, including Financial Advisers, Boutique Dealer Groups, Stockbrokers, and potentially Research Houses and Platforms
Provide assistance to the National Sales Manager in managing and driving sales outcomes with key dealer group relationships
Contribute to the learning and development of fellow team members, including the Sales Associate
Meet/exceed sales targets (quarterly and yearly)
Meet/exceed minimum activity levels
Increase the number of advisers using Fidelity retail/wholesale funds
Retain existing Funds Under Management (FUM) with Fidelity
Increase knowledge and use of Fidelity products
Manage own time effectively
Contribute to the overall Fidelity distribution strategy and Australian business plan
Undertake extensive travel as required, including regular attendance at key events such as Conferences & PD Days
Lead and execute the sales strategy for Victorian, South Australian, and Tasmania regions, with broader input into the Wholesale Sales strategy

Skills

Wholesale Sales

Sales Strategy

Managed Funds

ETFs

Client Relationship Management

Wealth Management

Financial Institutions

Model Portfolios

Managed Accounts

Asset Management

Fidelity International

Investment solutions and retirement expertise provider

About Fidelity International

Fidelity International provides a variety of investment solutions and retirement services for institutions, individuals, and financial advisers around the world. Their offerings include investment management services, personal investing platforms, and retirement savings solutions, which help clients work towards their long-term financial goals. The company combines its expertise in savings and pensions with a selection of investment options, both its own and from other providers. What sets Fidelity International apart from its competitors is its strong focus on sustainability and responsible investing, ensuring that their business practices and investment processes consider societal and environmental impacts. The goal of Fidelity International is to empower clients to achieve and maintain financial health throughout their lives.

London, United KingdomHeadquarters

1969Year Founded

$7,534.9MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

5,001-10,000Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Increased competition in Southeast Asia may hinder growth despite strategic appointments.

Private market volatility poses risks with increased exposure in pension schemes.

Nascent digital finance solutions introduce potential risks in evolving technology landscape.

Differentiation

Fidelity International offers both proprietary and third-party investment solutions globally.

The company integrates sustainability into its operations and investment processes.

Fidelity focuses on long-term, sustainable outcomes as a private company.

Upsides

Integration of private assets into pension schemes enhances diversification and potential returns.

Collaboration with Citi on digital finance solutions could streamline operations.

Expansion into European real estate offers stable returns and diversification benefits.

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