About the Opportunity
Job Type: Permanent Application Deadline: 10 December 2024
Title
Regional Sales Manager/Sales DirectorDepartment Wholesale SalesLocation
Sydney, AustraliaReports To
Head of Wholesale Sales, AustraliaLevel
7We're proud to have been helping our clients build better financial futures for over 50 years.
How have we achieved this?
By working together - and supporting each other - all over the world.
So, join our Wholesale Sales team and feel like you're part of something bigger.About your teamFidelity's Wholesale Sales team has significant experience and a strong reputation in the Australian adviser market.
The team's primary purpose is to achieve strong net new sales of Fidelity's solutions (Managed Funds and ETF's and SMA's) through various key channels including Banks and Financial Institutions, Wealth Management companies, Independent Financial Advisers and Stockbrokers.
This is to be achieved whilst advocating the core credentials of Fidelity as a broad based, global asset manager.Central to the success of this function is the development of strong diverse ratings and shelf space for Fidelity funds, broad approved product status for our funds, and quality Model Portfolio and Managed Account representation.
Understanding that long-term, commercially balanced relationships with clients, supported by strong product and technical knowledge, will convert to sustainable support for our products is crucial.
This team is continually developing value-add support that results in client advancement, improved engagement, and better business outcomes.About your roleThe 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 including financial advisers, boutique and national dealer groups, and other distribution channels as determined by Fidelity.The development and execution of a Sales Plan amongst an identified segment of the intermediary market place.
This will include:Setting sales projections, and disciplined management to deliver sales outcomes.Implementing a structured Sales Plan - comprising a quarterly 90 Day Sales Plan and full-year Annual Sales PlanMeeting the required Sales targets and Activity levels.Growing and diversifying Fidelity's supporter base, with the adoption of new investment strategies (as launched).Developing and converting new, profitable business relationships.Negotiating commercial arrangements.Collaborating with the Institutional Sales team to identify group-level opportunities for Fidelity, and providing support to win new business.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.Extensive travel as required, including regular attendance at key events such as Conferences & PD Days.Primary responsibility for management of an allocated list (panel) of intermediary relationships.Provide assistance to the broader team 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 and Relationship ManagersAbout youEstablished 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.Proven success in selling Multi-Asset and Fixed Income solutions.
This experience will have equipped them with a clear understanding of the psyche and behaviours of financial advisers, and it is this understanding that will enable them to differentiate Fidelity's proposition and deliver meaningful value to an adviser's business.Demonstrate the maturity to develop and maintain successful relationships with a range of industry decision makers and influencers, including executives and senior management.The position will require strong interpersonal skills, with a demonstrated capacity to influence and liaise successfully at all levels both internally and externally, and present convincingly.A strong commercial mindset, high levels of motivation, accountability, resilience, adaptability and drive to be consistently successfulThe strategic perspective, market insights and business acumen required to marry long and short term objectives.A willingness to undertake travel (as necessary) to fulfil the requirements of the role.Feel rewardedFor starters, we'll offer you a comprehensive benefits package.
We'll value your wellbeing and support your development.
And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us.
It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.For more about our work, our approach to dynamic working and how you could build your future here, visit
careers.fidelityinternational.com.
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