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Sales and Marketing

Our Sales and Marketing teams are essential to the continued growth of our business, marketing and developing products, building new business and managing client relationships.

What we do

Our Sales and Marketing teams are crucial to the success and continued growth of our business. From developing new investment products and solutions and telling our clients about them, to bringing in new business and managing client relationships to help them choose the right products; it’s an exciting and varied department to work in. As well as providing investment products, we provide innovative wealth management and retirement planning solutions to four client groups:

Wholesale

Distributes Fidelity funds and tailored investment solutions using our own and other managers’ strategies to banks, insurance companies, brokerage firms, financial advisers, and family offices.

Institutional

Offers tailored strategies and segregated mandates, as well as institutional funds to pension funds, public authorities and sovereign wealth funds.

Fund Platforms and Workplace Investing

Provides access to both Fidelity and third party products; as well as investment services and administration for advisers, personal investors and corporate defined contribution pension schemes.

Private Investors

Provides guidance on investing and retirement saving and planning, and access to Fidelity and third party products with personal accounts held on our platforms.

What I will be doing

Over the 2 year programme, you'll rotate between our sales and marketing teams in either London or Surrey to give you a thorough understanding of our clients and their lifecycle, different markets and our products and solutions.

Within sales support you will gain exposure to clients, help to prepare for and attend client meetings, introducing Fidelity International and our capabilities. You will attend events to get to know prospective clients and assist in building relationships with existing contacts. 

You will work on innovative marketing campaigns and assist in developing new tools to help investors choose and 
manage their portfolios. You could also be analysing data and assisting with market research that enables us to identify 
new trends in the marketplace, or product opportunities ahead of our competitors. 

We have product roles across all our asset classes. You would liaise with the investment directors and the sales 
teams to provide market commentary and client presentations to deepen your product knowledge. 

What we look for

We’re looking for highly driven people with intellectual curiosity, ambition and an absolute commitment to serving the best interests of our clients. You need to have graduated by September in the year you want to join us and available to start full-time work from the beginning of next September.

Thirst for knowledge

You will be highly driven with intellectual curiosity, ambition and an absolute commitment to serving the best interests of our clients. You’ll have the analytical skills to understand product

Build networks

You will have the ability to build your network with individuals from a range of business cultures and backgrounds.

Confident and articulate

You must be confident, enthusiastic and articulate enough to shine in front of clients, particularly when presenting.

Learning & development

You will be highly valued here and your development is heavily invested in. Find out about the support and training you receive with your programme.

Explore learning and development

Application process

Apply online

Our initial online application form is a quick and easy process designed to take as little time as possible. You will need to provide an up to date CV.

Assessments

During this process, you will participate in a combination of technical, commercial and motivational activities, and a case study exercise.

Final offer

Stand out at the assessment centre and you'll be offered you a place on the programme.

You may also want to explore:

About us

Get to know more about what we do and our history

Life at Fidelity

Read about our values and what it’s like to work with us

Getting ready for your interview

We've collected advice from across the business to help you prepare for your success

Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the 'Doing Business with Fidelity' document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. 

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