Senior Sales Manager Scotland, North and Northern Ireland

About the OpportunityJob Type: Permanent

Application Deadline: 29 April 2025

Title                 Senior Sales Manager, Wholesale Sales

Department      UK Wholesale Sales

Location          Edinburgh / Glasgow

Reports To       Head of UK Wholesale Sales

Level   

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 [insert name of team/ business area] team and feel like you’re part of something bigger.

Our clients come from all walks of life and so do we.  We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and  would  welcome  a  conversation  with  you  if  you  feel  you  might  benefit  from  any  reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

About the UK Business

Fidelity’s UK business manages £120bn of customers’ assets. The business supports the investment needs of more than one million UK customers across four channels: Personal Investing; Retail Funds; Fidelity Adviser Solutions and DC & Workplace.  Already a leading provider in the mutual funds, advised platform, direct-to-consumer and DC pensions markets, the business has ambitious growth plans.  By combining its distribution strengths with the investment expertise of the Fidelity group, the business is ideally positioned to fulfil its goal of becoming a leading UK provider of retirement

solutions.

About your role
The core purpose of your role is to increase Fidelity’s assets and net new revenue in Scotland, Northern Ireland and the North of England, with commercial consideration, in the Wholesale Fund market by building and maintaining strong and effective partnerships with Wholesale clients of England.  Reporting into the Head of UK Wholesale Sales, you will agree appropriate sales targets and develop a plan to meet and exceed these targets while ensuring the highest standards of client service are upheld.  You will develop, maintain and foster internal and external relationships across key stakeholder groups. Importantly you will be working closely with the Regional Account Management team (RAM) and Sales support team to ensure Fidelity International effectively services and grows the region.

• Build and maintain a comprehensive business plan for the region to realise targets and  KPI’s and build deep relationships across the client base in your region to increase market share.
• The successful candidate will liaise with the regional account managers (RAM) in his region, sales support and other regional field sales team members to ensure Fidelitys coverage and message are well coordinated and delivered in a consistent manor from region to region.
• Build strong and commercially focused relationships with each account in the region across IFA and Wealth clients, taking responsibility for all client relationships in the region alongside your RAM colleague
• Utilise Fidelity at an enterprise level to deepen client and prospect relationships
• Maintain accurate records of client engagements within the appropriate Customer Relationship Management (CRM) system (Saleforce).
• Represent the needs and aspirations of clients internally, ensuring that sales, propositions and communications are aligned
• Feed into product development process, based on client and industry knowledge
• Actively engage in team meeting and discussions to share industry knowledge and client insight
• Maintain product and industry knowledge, through formal and informal training, providing feedback and key commercial insights back into the appropriate teams
• Work closely with sales support and other sales team members to maintain high standards of client service
• Formally and informally mentor junior sales team member and sales support

About you

• Demonstrable & significant experience of dealing with Wholesale clients in the Scotland and Northern region would be preferable.
• Experience leading complex client relationships that require cross organisational collaboration across platform, RFP, Product and CRM teams.
• In possession of relevant investment management qualifications (IMC) and degree qualified
• Demonstrable and in-depth understanding of the Fund industry and associate regulatory or legislative frameworks
• Strong working knowledge of and relationship with key clients in Scotland, Northern Ireland and Northern England would benefit the candidate
• Aptitude in use of analytics to identify opportunities and prioritise client engagement - data driven, client lead.
• Ability to demonstrate core sales competencies, including:
  • Strong presentation skills
  • Consultative selling skills
  • Negotiation skills
  • Strong commercial acumen
  • Resilience to pressure and the ability to meet and exceed targets
  • Teamwork
  • Resourceful
  • Be a strategic thinker and drive new product ideas and solutions
• An interest in and affinity with a culture that fosters coaching and mentoring at all levels

Feel rewarded

For 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.

As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.