Sales Support Manager

Title     Sales Support Manager

Department     RFP and Client Services, Asia Pacific ex-Japan

Location          Hong Kong

Reports To      Senior Manager, Corporate Actions

Level   Manager

We’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 team and feel like you’re part of something bigger.

About your team

The APAC RFP & APxJ Client Services team provides end-to-end proposal and servicing support to Fidelity’s regional  Institutional and Wholesale businesses. The team partners with Distribution and a broad range of internal stakeholders to deliver high-quality, client-ready materials, coordinate responses to due diligence requests, and provide efficient post-sales servicing and regional sales support—supporting business growth, retention and a consistent client experience across the region.

•           RFP: Leads and coordinates RFPs, RFIs and DDQs, including project management, content drafting and editing, data gathering, approvals, and submission.

•           Client servicing: Provides day-to-day servicing and escalation support for institutional and wholesale client groups including onboarding support, client reporting coordination, operational queries, and service reviews.

•           Regional sales support: Supports Distribution with client communications, periodic updates, meeting materials, and follow-through on client requests to enable effective coverage and timely responsiveness.

About your role

This role supports the APAC distribution organization by providing timely, accurate and compliant sales support—owning the preparation, maintenance and governance of statutory fund documentation and related marketing/support materials, and partnering with Sales, Marketing and Compliance to enable client-facing activities while maintaining robust compliance oversight.

Key responsibilities

•           Sales support execution: Provide day-to-day support to Sales/Distribution on fund-related client queries, RFP/RFI responses, and ad hoc request, ensuring timely and accurate delivery aligned with defined service levels.

•           Event Support: Plan and execute client-facing events (e.g. seminars, webinars, roadshows and conferences) in partnership with Sales and Marketing. This includes coordinating event logistics, managing invitations and registrations, preparing presentation materials, liaising with internal and external stakeholders, and ensuring post-event follow-ups (e.g. attendee tracking, feedback collection, and reporting).

•           APAC Client communication coordination: Coordinate and manage client communications on corporate action and PM changes, ensuring client communication is prepared in line with sales team and client requirement.

•           Marketing material coordination: Coordinate the creation and refresh of approved marketing and client support materials (e.g. factsheets, presentations, commentaries) in partnership with Sales, Marketing and relevant Product teams.

•           Business compliance review support: Support compliance review workflows for marketing materials used in sales activities, ensuring all required reviews, approvals, and record retention are completed prior to distribution.

•           Stakeholder management: Partner closely with Sales, Product, Marketing, Legal/Compliance, and Operations to align priorities, manage timelines, and resolve issues effectively.

•           Process & continuous improvement: Identify opportunities to streamline request intake, enhance templates, improve content reuse, and introduce automation; document SOPs and drive adoption of best practices.

•           Risk & controls: Ensure adherence to internal policies and regulatory requirements related to marketing materials and distribution activities; proactively identify and escalate control gaps or risks.

•           Data management: Manage content repositories (e.g. shared drives and approved portals), ensuring information is current, accurate, and accessible to authorised users.

About you - Skills and Experience

Required qualifications & experience

•           5+ years’ experience in sales support, client servicing, fund administration, marketing operations, or documentation governance within asset management or broader financial services.

•           Solid understanding of client-facing support activities that enable sales growth; familiarity with APAC distribution practices and requirements is an advantage.

•           Hands-on experience coordinating review and approval workflows for marketing and client materials, with a good understanding of Legal and Compliance requirements in a regulated environment.

•           Strong written communication skills in English; Cantonese and/or Mandarin is an advantage.

•           Bachelor’s degree (or equivalent) in Business, Finance, or related discipline preferred.

•           Proven ability to collaborate effectively with cross-functional and geographically dispersed teams, managing multiple priorities and timelines.

•           Strong attention to detail with well-developed analytical, problem-solving, and organisational capabilities

Skills & competencies

•           Highly organised with strong attention to detail; excellent document/version control discipline.

•           Ability to prioritise and manage multiple deadlines in a fast-paced, client-driven environment.

•           Stakeholder management and influencing skills; able to work effectively across Sales, Marketing and Compliance.

•           Sound judgement and risk mindset; confident escalating issues and ensuring adherence to controls.

•           Process improvement mindset; able to standardise workflows and build reusable templates.

•           Proficient in Microsoft 365 tools (Word, PowerPoint, Excel, Teams/SharePoint) and content repositories.