Title Sales Associate Director, Ireland
Department UK Wholesale Sales
Location Dublin
Reports To Director, Global Financial Institutions, UK & Ireland
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 UK Distribution 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 & Ireland Wholesale Business
The business supports the investment needs of more than one million 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 the Republic of Ireland in the Wholesale Fund market alongside working closely with the UK-based Institutional team to lead their business development efforts on the ground. You will be required to build and maintain strong and effective partnerships with clients. Reporting into Director, Global Financial Institutions, UK & Ireland, 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.
Build and maintain a comprehensive business plan for the region to realise targets and KPIs, building deep relationships across the client base in your region to increase market share and help build and grow Fidelity’s presence in the Republic of Ireland Wholesale market.
Develop strong and commercially focused relationships with each account in the region focusing on Financial Advisors, Insurance and Wealth clients.
Lead Fidelity’s UK Institutional distribution efforts in the region by collaborating with Institutional colleagues, measured by helping to achieve their new business targets in Ireland.
Work closely with Marketing to help build out Fidelity's marketing and events strategy for the region.
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.
The successful candidate will liaise with sales support and other regional field sales team members to ensure Fidelity's coverage and message are well coordinated and delivered in a consistent manor from region to region.
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.
Comply with relevant regulatory requirements in the Republic of Ireland.
About you
Demonstrable & significant experience of dealing with Wholesale clients in the Republic of Ireland region would be preferable.
Experience of working with Institutional clients in the Republic of Ireland region also welcomed but not essential.
Self-starter, motivated individual, excited by the challenge of building out Fidelity’s Wholesale and Institutional business in the Republic of Ireland.
Experience leading complex client relationships that require cross organisational collaboration across RFP, Product and CRM teams.
In possession of relevant investment management qualifications.
Demonstrable and in-depth understanding of the Fund industry and associate regulatory or legislative frameworks.
Strong working knowledge of and relationships with key clients in the Republic of Ireland 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
Strategic thinker and drive new product ideas and solutions
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.