Title Senior Sales Manager
Department Global Platform Solutions - Fidelity Adviser Solutions - Distribution
Location Home based
Reports To Head of Business Development, North
Level 6, Senior 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.
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 your team
Our Business Development Team is responsible for the growth of our business by engaging with adviser firms to understand and meet their needs through the various platform solutions through Fidelity’s Global Platform Solutions business.
About your role
Reporting to the Business Development Sales Head for the North, the BDM is responsible for achieving and exceeding sales targets. Your specific responsibilities will include the following:
• Development and implementation of segmentation and sales strategies for the region. Ensuring sales targets are achieved by establishing strong sales and relationship management protocols and ensuring that sales and servicing activity is highly focused and productive.
• Responsibility for managing relationships with key accounts within the region and the development of business across the region.
• Developing strong personal relationships with key individuals at client firms.
• Applying a structured and proactive approach to account management, including use of CRM systems where available.
• Working collaboratively with other members of the team, including the Regional Platform Consultancy team and our Technical Team.
• Taking an active role in organising and delivering workshops and events.
• Providing feedback and market intelligence to assist in the development and evolution of Fidelity’s products, services and strategies for clients.
Your role with involve interaction with other stakeholders including:
- Other Regional BDM’s, Platform Consultants, Strategic Accounts teams and Account Managers
- UK Operations, call centre & customer relationships
- Fidelity Adviser Solutions Propositions, Marketing and Fund teams
- UK Finance
- Direct & Wholesale teams
- UK Compliance & Risk Management
About you
You will have proven Financial Services experience with a good understanding of the platform market and the competitor landscape. Key attributes include the following:
• In-depth understanding of the adviser marketplace
• Demonstrable success selling to advisers
• Strong technical ability and understanding of the application of trusts and the implications of choosing given solutions
• In possession of or willing to work towards the highest standard of industry qualifications
• Understanding of the developing UK platform and wrap market and the regulatory landscape as it affects platforms, asset managers and advisers
• Strong understanding and experience of the pensions market
• Understanding of the offshore bond market
• Commercial acumen
• Resilience to pressure
• Excellent interpersonal, communication and presentation skills with an ability to communicate with people at all levels of business (both internally and externally)
• Resourceful and a quick learner
• Ability to demonstrate initiative and understanding of business priorities
• Team worker
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.Fidelity International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity International and has not been reviewed or approved by Fidelity International.
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Parental & Family Support — Family leave and carers’ support are emphasized via equalized paid parental leave globally and enhanced maternity/adoption policies. Inclusive provisions also cover carers’ leave and compassionate leave to support diverse family needs.
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Healthcare Strength — Healthcare benefits and private medical insurance are consistently highlighted as part of the core package across locations. Wellbeing resources, including an Employee Assistance Programme and menopause support, reinforce the depth of health coverage.
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Retirement Support — Pension and retirement savings are positioned as a strong element of the total package in multiple markets. Retirement design is frequently cited alongside paid time off and flexibility as part of a solid overall offer.
Fidelity International Insights
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What We Do
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. *Data as of 31 March 2021
