VP Institutional Business Development
Fidelity Investments
- Toronto, ON
- Permanent
- Full-time
- Identify, qualify new business, strategic partnerships and participate in short list presentations that meets or exceeds annual sales and consultant relations targets in an effort to grow our institutional business.
- Work with consultant and research teams to ensure relevant strategies are rated positive
- Monitor market trends and competitor activities to identify potential business opportunities
- Cultivate close ongoing relationships with market influences, consultants and plan sponsors.
- Collaborate with broader teams to create one face to the customer and provide leadership and direction to the organization and team members on day-to-day execution of account plans, events and product needs and service standards.
- Become an expert in the organization’s products and where they sit within the industry.
- Completed University Degree preferably in Business, Commerce, Finance, related field or equivalent work experience
- 7-10 years of experience in a front-line role with an Institutional Money Manager or a Consulting Firm with DC with working knowledge
- Proven track record of developing and maintaining strong relationships at multiple levels across the organization
- Designations or equivalent technical knowledge and understanding of the investment industry, legal and regulatory environment, financial products are an asset, i.e. CFA, MBA
- Analytical - Understand the technical nature of the market and this segment of the industry. Ability to analyze technical products relative to the industry
- Excellent Communicator - Exceptional verbal and written communication skills with the ability to communicate to all audiences and on behalf of the Portfolio Manager when required.
- Expert investment/technical knowledge - Ability to communicate confidently with top level executive/senior staff and investment professionals in investment review and short list sales meetings with clients. In certain meetings, the Business Development individual on behalf of a PM, presenting an in-depth report on performance, attribution, holdings, portfolio commentary and positioning, and market commentary.
- Building and Maintaining relationship - Solid knowledge of money managers, consultants, pension regulations, asset management, investments, trends, policies, operations, contracts and transitions
- Persistent & Resourceful - Ability to classify and allocate appropriate time and resources to plan call cycles, account development and prospecting activities
- Team Player - With good negotiation and collaboration skills
- Project Management - The ability to define problems and find appropriate solutions.
- Sales - Ability to message a full variety of messages, including the “What’s in for me”, in a concise and compelling manner
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young PeopleGreat Place To Work™ CertifiedBest Workplaces for InclusionBest Workplaces for Mental Wellness Best Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsHuman Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
- Canadian Compassionate Companies – Certified
- Benefits Canada's Workplace Benefits Award - Future of Work Strategy
- TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
- A Canadian Compassionate Company
- Great Place to Work (Dec 2022 - Nov 2023)
- Best Workplaces for Women 2023 by Great Place to Work