This job has expired, please see additional jobs below
Senior Sales Manager, Institutional
Fidelity International
Ava, MO, United States
Job Details - this job has expired, please see similar jobs below
About the opportunity
Purpose of your role
The main goal is to strengthen established relationships as well as developing new relationships with leading financial institutions, banks and insurance companies in Denmark, Sweden and Norway.
Strong emphasis for this role is put on ensuring that FIL products and strategies are extensively represented in client portfolios by Banks, Insurance Companies, Pension funds and Asset Managers. This is to be achieved through interaction with Institutional Portfolio Teams, Fund Selection Units and Strategy Teams. Development of local content and use of materials produced centrally aimed to support the positioning of funds and strategies is key to the job as are awareness and close monitoring of competitors’ products that can be displaced and/or bundled with FIL solutions.
Key Responsibilities
The accountability will be to support the activities aimed to ensure the broadest possible presence of FIL funds and strategies with Portfolio Manager teams and Manager & Fund Selection Units , working together with marketing, CRM teams as well as FIL central units.
This includes:
• Based on client needs and market relevance, ensure Fidelity being highly recognised for selected strategies. This includes good understanding of market context (e.g. regulatory framework such as MIFID and Solvency II)
• Prepare and deliver investment/fund presentations to portfolio managers and FSU teams as required
• Detailed qualitative and quantitative analysis of competitors strategies and funds, including tactical opportunities on single funds and strategies (underperformance, PM change, closing)
• 1 to 1 client meetings with portfolio managers plus Manager & Fund selection unit counterparts with the goal to increase engagement in a measurable way leading to sales of FIL funds and strategies. Proven strong capability to overcome obstacles and “make a difference” on strengths relative to competitor’s solutions
• Participation in internal portfolio manager calls. Maintain regular contacts with Product Specialists on fund management, portfolio positioning and market in order to update both clients and colleagues
• Prepare and tailor locally produced materials to specific client needs, in collaboration with FIL central functions as well as local sales and marketing teams
• Highly engage and contribute with proposals to the Sales Director on strategies in focus for the coming quarters
• Liaise effectively with the Marketing and Client Support team to prepare and execute joint sales and marketing campaigns/efforts with selected clients
Experience and Qualifications Required
• University degree in Economics or Finance
• At least 5 years of relevant experience within the asset management industry
• Deep understanding and experience of all asset classes
• Strong commercial attitude and excellent negotiation skills
• Positive and proactive approach, welcoming with enthusiasm new initiatives and opportunities aimed to grow the business
• Outstanding internal and external communication skills
• Excellent organisation skills and attention to details
• Results orientation, able to work independently
• Strong collaboration skills, with an ability to navigate in a global organization
• Good PC knowledge (Windows, Word, Excel, PowerPoint)
• Fluency in at least one Nordic language and English. Proficiencies in other Nordic languages are an advantage
• The commitment to successfully complete an industry recognised qualification
It is a regulatory requirement that you complete a professional qualification within 4 years of your start date and that you continue to maintain the regulatory knowledge and competencies for your role. The company will provide the relevant support to assist in the achievement of the qualification
We are committed to being an inclusive and diverse company to work for and strive to create a culture where flexible working is encouraged so that we retain and attract the best talent by offering working patterns that suit both individual and business needs.
During the recruitment process, the applicant will have to provide a criminal record in order to ensure his/her good repute. This check is necessary to preserve the trust in our company, in the light of the confidential information the applicant will have access to.
About you
About Fidelity International
Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.
Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.
Find out more about what we do, our history, and how you could be part of our future at:
www.fidelityrecruitment.com/about-us
Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.