Strategic Wholesale Sales Leader

3 weeks ago

Sydney, New South Wales, Australia Fidelity International Full time

About Fidelity International

Fidelity International is a leading global asset manager that has been helping clients build better financial futures for over 50 years.

We achieve this by working together, supporting each other, and fostering a culture of collaboration and teamwork across the globe.

This is an exciting opportunity to join our Wholesale Sales team in Sydney, Australia, where you will play a critical role in driving sales growth, developing new business opportunities, and representing Fidelity in the local market.

Job Summary

The Regional Sales Manager/Sales Director is responsible for driving retention activity, generating sales, developing new business opportunities, representing and promoting Fidelity in the local market, and ongoing management of key relationships.

This includes:

  • Setting sales projections and managing to deliver sales outcomes
  • Implementing a structured sales plan comprising a quarterly 90-day sales plan and full-year annual sales plan
  • Meeting required sales targets and activity levels
  • Growing and diversifying Fidelity's supporter base with the adoption of new investment strategies
  • Developing and converting new, profitable business relationships
  • Negotiating commercial arrangements
  • Collaborating with the Institutional Sales team to identify group-level opportunities for Fidelity

Key Responsibilities

The critical outputs for this role include:

  • Meet/exceed sales targets as per the quarterly and yearly target
  • Meet/exceed minimum activity levels
  • Increase the number of advisers using Fidelity retail/wholesale funds
  • Retention of existing Funds Under Management (FUM) with Fidelity
  • Increase knowledge and use of Fidelity products
  • Contribute to the overall Fidelity distribution strategy and Australian business plan

About You

We are seeking an experienced sales professional with a proven track record of success in generating sales with financial advisers and intermediaries.

This will encompass a range of investment solutions including Australian and Global Equities, and ETFs.

You should have a strong understanding of the psyche and behaviours of financial advisers and be able to differentiate Fidelity's proposition and deliver meaningful value to an adviser's business.

A strong commercial mindset, high levels of motivation, accountability, resilience, adaptability, and drive to be consistently successful are essential for this role.

Salary and Benefits

We offer a comprehensive benefits package, including a competitive salary of around $120,000 - $150,000 AUD per annum, depending on experience, plus superannuation and other benefits.

We are committed to providing a supportive and collaborative work environment that allows you to grow and develop your career.

What We Offer

At Fidelity International, we offer a dynamic and challenging work environment that provides opportunities for professional growth and development.

We are proud to have a diverse and inclusive workplace culture that values diversity, equity, and inclusion.

Our employees enjoy a range of benefits, including flexible working arrangements, professional development opportunities, and access to our cutting-edge technology and systems.

EEO Employer

Fidelity International is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive workplace culture that values diversity, equity, and inclusion.

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