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    Manager Regional Sales - Toronto, Canada - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Toronto, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    Description

    You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement in the Toronto office.

    Current work authorization for Canada is required for all openings.

    *Please note that this opportunity is a12 month contract*

    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.

    Manager Regional Sales

    How You'll Make an Impact

    The Manager Regional Sales (MRS) will partner with the VP Regional Sales to manage the sales team including either a combination of the Business Development Associates (BDA) and Business Development Managers (BDM), or those groups individually. As well, in partnership with the CS division, they could be responsible for managing the Business Development Representatives. The MRS advances the usage of the necessary tools and data to apply a consistent sales process to optimize each territory opportunity. They also identify and recommend best practices within and across regions and contribute to firm wide projects through assigned committees. They assist in maintaining strong relationships with Universities to attract the best possible candidates.

  • Facilitates the implementation of a consistent territory team model that optimizes sales team effectiveness and ensure territory team cohesiveness. Champions the structure and process within the region.
  • Communicates critical information in regularly scheduled team and one on one meetings, to advance the understanding and execution of key initiatives, usage of appropriate marketing & technology tools and information to deliver high impact messages to clients.
  • Builds partnerships across the organization to advance advisor and firm-wide priorities which could include committee participation.
  • Works with the Regional Vice President and the sales teams to optimize the use and effectiveness of PM access, Due Diligence, conference participation and other events for the region. May also either host or attend client-facing events.
  • Through effective hiring, coaching and performance management practices, aligns closely with Regional Vice President and HR to attract and retain the high caliber people needed to grow and maintain the business.
  • Prospecting Initiative - provide effective coaching to assist Business Development Associates and Business Development Managers to increase sales and enhance relationships with advisors in the Prospecting category (PPRP, PRSP, TBQ)
  • Ensuring Region is adhering to BEWG & Compliance policies. This includes expense management and monitoring and confirming all required approvals are received.

    • What We Are Looking For :

  • 5+ years of experience in Sales and/or relevant experience in financial services
  • Experience managing, coaching, training, and developing employees, preferably in sales (required)
  • Strong communication skills in English (verbal & written)
  • Completion of university degree or equivalent experience
  • Completion of Canadian Securities Course (CSC) (required)
  • A recognized industry designation (CFP, RFP, CIM, FMA, CFA), or progress towards completion

    • The Expertise You Bring :

  • Understanding of Canadian financial markets
  • Understands, communicates, and manages towards expectations and goals of business and responsibilities of the role
  • Able to effectively communicate the links between individual, team, regional and business goals
  • Able to create an environment and provide effective coaching where team members excel
  • Sets challenging goals and communicates expectations, provides effective feedback and coaching
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