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National Accounts Manager

May 2, 2026

Current work authorization for Canada is required for all openings.
You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
This is a regular, full-time opportunity.
This role requires occasional travel (approximately 20%) and participation in both internal and external meetings to support business objectives.

Job Description

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.

How You’ll Make An Impact

The National Accounts Manager is responsible for supporting and promoting sales into Fidelity’s products. This role provides critical support for the firm’s product development initiatives, client management, competitor and industry analysis to inform strategy, partnering with other business units, and growing product exposure through affiliated distribution firms. The role works closely with the National Accounts team to achieve shared objectives.

Primary Responsibilities

Partnering with External Clients & Industry Conferences
Prepare, organize, and present materials for external clients and industry leaders.
Assist with organizing speakers and subject matter experts to enhance Fidelity’s brand at conferences and events.
Work with Compliance and colleagues throughout the organization to acquire approvals for external materials.
Participating in meetings and external conferences where required.
Internal Resource for Sales Team and Business Partners
Serve as key contact for sales and internal partners regarding products and processes.
Create communications, presentations, and collateral for sales related to client changes, industry trends, and dealer platforms.
Act as a point of contact for other internal departments.
Attend internal meetings and events to represent National Accounts.
Support other National Accounts team members as required.
Client Relationship Management
Develop strong relationships with key contacts at distribution partner firms.
Own dealer relationships where determined by the team.
Increase Fidelity’s market share across dealer networks.
Respond to gatekeeper inquiries and RFPs.
Conduct required reporting for recommended list and gatekeeper reviews.
Promote inclusion of Fidelity products on dealer platforms and recommended lists.
Product Management
Demonstrate strong product, market, and competitive investment category expertise.
Develop and articulate an informed view of future category and asset class direction.
Partner with Product teams to support dealer product shortlist processes.
Assist with internal approval processes for new products and solutions.
Industry Analysis
Identify compelling product ideas aligned with Fidelity standards and customer needs.
Research dealer models to identify new opportunities.
Develop competitive benchmarking and positioning.
Collaborate with colleagues inside and outside the organization to bring products to market.

What We’re Looking For

Completion of a University degree or equivalent work experience.
Strong Mutual Fund/ETF industry knowledge.
3+ years of relevant experience in financial services, preferably in sales support, relationship management, or product marketing.
Completion of CFA/MBA/CAIA/other industry designations is an asset.

The Expertise You Bring

Strong knowledge of investment products and services including Mutual Funds, ETFs, Liquid Alternative and Real Asset products.
Exceptional analytical ability.
Excellent oral and written communication skills along with strong presentation skills.
Proven experience performing complex data analysis (e.g., sales, performance analysis, etc.).

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your fina

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

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5. HOW DO YOU PROCESS INFORMATION?

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6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...