Business Development Specialist at Logan Simpson supporting BD activities and client relationships. Requires 5 - 7 years BD experience and a Bachelor's degree in related field.
FC
Hybrid Institutional Business Development Manager – Defined Contributions
Posted 2 months ago
About the role
- Institutional Business Development Manager managing client relationships and developing business strategies at Fidelity Investments. Executing Territory Sales Plan to drive revenues and grow client partnerships.
Responsibilities
- Develop and execute a Territory Sales Plan which maximizes territory sales and grows the company’s revenues.
- Using Institutional data, identify frequency of contact, high impact sales activities, key product opportunities, and corporate messages for each client and prospective clients.
- Guide prospects through the sales process to uncover needs and offer product or service solutions to fulfill those needs.
- Proactively manage redemptions using sales tools, product solutions, and advisor data.
- Initiate client relationships through prospecting, lead utilization, and local market/community involvement.
- Identify, execute, and follow-up on opportunities to father additional information to help further prospect and consultant centered discussions.
- Use understanding of actuarial evaluation and pension liability management to help further discussion with prospects and consultants.
- Work in partnership with the Vice President Sales & Consultant Relations to help them grow their business.
- Strategize ways to increase prospect and consultant penetration and overall sales.
- Increase the number of Investment Professionals doing business with Fidelity Investments - ensure that all territory needs are being met.
- Support team with various tasks such as Portfolio Analysis, Investment Proposals, Competitive Information Search, Comparisons, and Data Mining.
- Follow-up with prospects and consultants.
- Accurate and detailed completion of competitor information and analysis.
- Generate meeting/interaction and pipeline reports and analysis to further leads.
- Help to data mine sales/consultant relations information.
Requirements
- 3+ years of sales experience, including experience as a Business Development Manager with a proven track record of exceeding metrics and managing client relationships in the financial services industry.
- University degree required, or equivalent work experience.
- Certified Financial Planner (CFP) and Canadian Securities Course (CSC) required.
- Chartered Financial Analyst (CFA) required.
- FSA and/or ASA is an asset.
Benefits
- Performance Bonus: Eligible for a discretionary bonus that rewards your contributions and results.
- RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
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