About the Opportunity
Job Type: Permanent
Application Deadline: 30 August 2025
Title Regional Sales Manager
Department Wholesale Sales
Location Sydney
Reports To Head of Wholesale Sales
Level 7
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 Wholesale Sales team and feel like you’re part of something bigger.
About your team
Fidelity’s Wholesale Sales team has significant experience and a strong reputation in the Australian adviser market. The team’s primary purpose is to achieve strong net new sales of Fidelity’s solutions (Managed Funds, ETF’s & SMA’s) through various key channels including Private Banks and Financial Institutions, Wealth Management companies, Independent Financial Advisers and Stockbrokers. This is to be achieved whilst advocating the core credentials of Fidelity as a broad based, global asset manager.
Central to the success of this function is the development of strong diverse ratings and shelf space for Fidelity funds, broad approved product status for our funds, and quality Model Portfolio and Managed Account representation. Understanding that long-term, commercially balanced relationships with clients, supported by strong product and technical knowledge, will convert to sustainable support for our products is crucial. This team is continually developing value-add support that results in client advancement, improved engagement, and better business outcomes.
About your role
In this role, you will work within the NSW team and have a large focus across the Private Wealth, Private banking and Family office segments, along with broader input into the Wholesale Sales strategy.
In this role, you will work within the NSW team and have a large focus across the Private Wealth, Private banking and Family office segments, along with broader input into the Wholesale Sales strategy.
You will ideally have strong adviser relationships across these segements of the market, working with them to create, and deliver the best of Fidelity solutions into their business.
Key Responsibilities
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The development and execution of a Sales Plan amongst an identified segment of the intermediary market place. This will include:
- Setting sales projections, and disciplined management to deliver sales outcomes
- Deepening Fidelity’s footprint across the Private Wealth and Private Banking segment
- Working collaboratively with the Strategic Sales team around key head office strategic initiatives
- Developing and converting new, profitable business relationships
- Negotiating commercial arrangements
- Collaborating with the National Sales team to identify group-level opportunities for Fidelity, and providing support to win new business
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Primary responsibility for management of an allocated list (panel) of intermediary relationships. This will include:
- Financial Advisers
- Private Wealth Firms
- Private Banks
- Boutique Dealer Groups
- Stockbrokers
- Provide assistance to the Strategic Sales & Solutions Team in managing and driving sales outcomes with key dealer group relationships
- Contribute to the learning and development of fellow team members including the Sales Associates and/or Relationship Managers
The critical outputs for this role include:
- Meet / exceed Sales Targets (as per the quarterly and yearly Target)
- Meet / exceed minimum activity levels
- Increase the number of advisers using Fidelity retail / wholesale funds
- Retention of existing Funds Under Management (FUM) with Fidelity
- Increase knowledge and use of Fidelity products
- Manage own time effectively
- Contribute to the overall Fidelity distribution strategy and Australian business plan
- Extensive travel as required, including regular attendance at key events such as Conferences & PD Days
Experience and Qualifications Required
Candidates will have an established track record of success in generating sales with financial advisers and intermediaries. This will encompass a range of investment solutions including Australian and Global Equities, and ETFs. Ideally, this will extend to proven success in selling Multi-Asset and Fixed Income solutions. This experience will have equipped them with a clear understanding of the psyche and behaviours of financial advisers and wealth managers, and it is this understanding that will enable them to differentiate Fidelity’s proposition and deliver meaningful value to our clients. They must also demonstrate the maturity to develop and maintain successful relationships with a range of industry decision makers and influencers including executives and senior management. It is expected candidates will have a minimum five years in a ‘front line’ sales role.
The position will require strong interpersonal skills, with a demonstrated capacity to influence and liaise successfully at all levels both internally and externally, and present convincingly. Candidates will have appropriate tertiary qualifications and/or industry experience, ideally supplemented by relevant study (post graduate etc.) to develop their ongoing knowledge of the financial services industry.
Key personal attributes will include:
- The appropriate level of intellect, combined with a strong commercial mindset
- High levels of motivation, accountability, resilience, adaptability and drive to be consistently successful
- A commitment to delivering on team goals and objectives, with a personal business philosophy that values the ‘greater good’, i.e. individual success within a team context
- The strategic perspective, market insights and business acumen required to marry long and short term objectives
- An empathy with the retail investment community, and a personal style which displays this empathy
- The creative capacity to challenge conventional wisdom and innovate
- A personal style and stature that generates instant credibility
- Flexible and positive attitude towards working hours and role responsibilities
- A willingness to undertake travel (as necessary) to fulfil the requirements of the role
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.
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