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Consultant Relations Manager

Fidelity Investments

This is a Contract position in Toronto, ON posted October 28, 2021.

Job Description

Company Overview:

Established in 1987, Fidelity Investments Canada Inc. (FIC), provides Canadian investors with a full range of mutual funds, ETFs and alternative funds. Fidelity funds are available through a number of advice-based distribution channels, including financial planners, investment dealers, banks and insurance companies.

FIC manages over $200 billion (CAD) in mutual fund and institutional assets, as at August 31, 2021. This includes over $43 billion in assets for institutional clients, including public and corporate-defined benefit pension plans, endowments, foundations and corporate assets on behalf of clients across Canada.

FIC has more than 1,000 full time employees and is headquartered in Toronto, with regional offices in Montreal, Calgary and Vancouver.

What You Will Do:

The Consultant Relations Manager reports to VP Consultant Relations and is responsible for providing day to day support for the Consultant Relations Team. You will be responsible, in partnership with the other individuals of the Consultant Relations team, for managing analyst relationships. You will work with all areas of Fidelity to deliver prompt, high quality services while identifying and managing the team and the consultant requests.

Core responsibilities include:

Ensuring consultant/analyst satisfaction:

  • Attain high level of consultant satisfaction for all requests by ensuring responding to ad hoc requests, supporting consultant operational due diligence materials, research meeting support and day to day relationship management needs are met.

Proactively enhancing consultant/analysts’ relationships by anticipating consultant needs through coordination of communication (both internal & external), marketing projects, management information reporting and other ad hoc requests

  • Support the consultant relations team on Salesforce CRM, internal information reporting, internal communications
  • Work with internal teams to assist the Consultant Relations team in preparing materials for the cross sell of Fidelity products and services to consultants
  • Coordinate with internal teams to execute on product tours and annual due diligences. 
  • Provide business updates, marketing materials and regular performance updates to consultants and respond to queries
  • Keep junior consultants/ analysts informed of the status of Fidelity mandates by effectively assimilating and dissemination information from different Fidelity groups around the world.
  • Periodically consult with the internal contacts and implement changes to improve the status of the consultant’s perception of Fidelity’s relationships.
  • Work with the RFP/Database team to ensure the quality of data and narratives on major consultant databases and guide competitive analysis output.
  • Identify operational redundancies, develop a transition plan, and implement services strategies to improve service to consultants.
  • Active management of salesforce – maintenance of contacts, meeting notes, dashboard

Cultivating relationships with the junior analysts and junior consultants through phone conversations or meetings:

  • Meet with junior analysts/consultants to educate them on Fidelity products and services, to better anticipate upcoming search activity or client terminations.
  • Resolve consultant issues independently by utilizing the resources available within the Fidelity organization.

Managing OCIO data requests from OCIO consultants:

  • Send quarterly and monthly reporting to OCIO providers
  • Coordinate the completion of quarterly DDQs

What We Are Looking For:

  • A minimum of 5 years of relevant work experience in the financial services industry
  • Completion of bachelor’s degree
  • Completion of CFA is an asset.

Expertise You Bring:

  • Deep understanding of the consultant’s role as a buying influence in the institutional buying process.
  • Excellent written and oral communication skills
  • Excellent interpersonal skills
  • Strong organizational skills, follow-through and problem-solving skills
  • Project management experience
  • Strong technical understanding of pension/institutional investment concepts.
  • Team player and ability to use initiative
  • Strong ability to build internal and external network
  • Focus on delivering excellent customer service
  • Able to adapt to a wide range of required tasks

Given the current circumstances, employee will be working from home, 100% of time. As working conditions return to normal, they will have a hybrid working arrangement.

Current work authorization for Canada is required for all openings.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

  • Canada’s Top 100 Employers (5th consecutive year) 2021
  • Greater Toronto’s Top Employers (9th consecutive year) 2021
  • Canada’s Top Family Friendly Employer (4th consecutive year) 2021
  • Imagine Canada, Caring Company
  • Canada’s Top Employer For Young People 2021
  • National HR Awards – Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
  • Workplace Benefits Awards – Health and Wellness Program
  • Canadian Compassionate Companies Award

Designations

  • A Canadian Compassionate Company
  • An Imagine Canada Caring Company
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