National Accounts Manager

TL;DR

National Accounts Manager (Mutual Funds/ETFs): Supporting and promoting sales into Fidelity’s investment products with an accent on client management, product development initiatives, competitor analysis, and growing product exposure through distribution firms. Focus on building relationships with key dealer contacts, preparing materials for conferences and events, and conducting industry research to identify opportunities.

Location: Hybrid schedule in Toronto Office, Canada. Current work authorization for Canada required. Occasional travel (approximately 20%).

Salary: $111,000 to $135,000 CAD (base salary and discretionary performance bonus).

Company

Privately owned investment firm helping Canadian investors build better financial futures with trusted portfolios and services for over 35 years.

What you will do

• Partner with external clients and organize industry conferences, preparing materials and securing approvals.
• Serve as key contact for sales team and internal partners, creating communications and collateral on products and trends.
• Manage client relationships at distribution firms, increasing market share and responding to RFPs.
• Demonstrate product expertise and support product management, including shortlist processes and new product approvals.
• Conduct industry analysis, competitive benchmarking, and identify new product opportunities.

Requirements

• Current work authorization for Canada.
• University degree or equivalent experience.
• 3+ years in financial services, preferably sales support, relationship management, or product marketing.
• Strong knowledge of Mutual Funds, ETFs, Liquid Alternatives, and Real Assets.
• Exceptional analytical, communication, and presentation skills; experience with complex data analysis.
• Strong Mutual Fund/ETF industry knowledge.

Nice to have

• CFA, MBA, CAIA, or other industry designations.

Culture & Benefits

• Flexible working arrangements and hybrid schedule.
• Competitive compensation with RRSP contributions (no matching required after 6 months).
• Comprehensive health benefits from day one, including mental health support up to $5,000 annually.
• Parental leave top-up to 100% salary for 25 weeks.
• Generous time off, home office equipment allowance up to $650, and volunteer days.
• Professional development with 11,000+ courses, tuition reimbursement, and diversity programs.