Sarah Wang
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Sarah Wang Email & Phone Number

Senior Business Development Manager at Fidelity Investments at Fidelity Canada
Location: Vancouver, British Columbia, Canada 11 work roles 2 schools
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Current company
Role
Senior Business Development Manager at Fidelity Investments
Location
Vancouver, British Columbia, Canada
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Who is Sarah Wang? Overview

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Quick answer

Sarah Wang is listed as Senior Business Development Manager at Fidelity Investments at Fidelity Canada, a company with 539 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Sarah Wang.

Sarah Wang previously worked as Senior Business Development Manager at Fidelity Canada and Business Development Manager at Fidelity Canada. Sarah Wang holds Bachelor Of Commerce, Finance, 3.7/4.0 from Mcgill University - Desautels Faculty Of Management.

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Fidelity Canada

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Profile bio

About Sarah Wang

McGill Bachelor of Commerce - Finance Major and Strategic Management Minor. Sales and Product experience in the wealth management industry, understanding financial products, markets, and advisor practice management. My professional interests include business transformation, strategy, and tax-efficient investing. Fluent in English, French, and Mandarin Chinese.I work as a Business Development Manager at Fidelity, the world’s largest active asset manager. My team helps financial advisors in Vancouver and the Island with investment, tax, and business-building strategy.

Current workplace

Sarah Wang's current company

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Fidelity Canada
Fidelity Canada
Senior Business Development Manager at Fidelity Investments
ontario, canada
Website
Employees
539
AeroLeads page
11 roles

Sarah Wang work experience

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Senior Business Development Manager

Current

Vancouver, British Columbia, Canada

Dec 2024 - Present

Business Development Manager

Vancouver, British Columbia, Canada

Nov 2023 - Dec 2024

Senior Business Development Associate

Vancouver, British Columbia, Canada

2023 #1 Top Overall Net Sales Achievement2023 Top ETF Net Sales

Apr 2023 - Nov 2023

Business Development Associate

Vancouver, British Columbia, Canada

Supporting my Business Development Manager and District Vice President with all ongoing business development including presentations, proposals, and events. Developing proficiency with Morningstar Advisor Workstation, YCharts, Salesforce, and Microsoft Office. Current on markets and our team’s best ideas.2022 Top Mutual Fund Net Sales

Jul 2022 - Mar 2023

Research Assistant

Montreal, Quebec, Canada

Researched Canadian financial institutions and their policies, culture, and direction on parental leave with Professor Karl Moore, Department of Strategy and Organization.

Feb 2022 - Jul 2022

Writer, Business & Technology

Montreal, Canada Area

Sep 2019 - Sep 2021

Student, Product Research

Toronto, Ontario, Canada

Supported six investment analysts with market and fund updates, editing, and slides. Analyzed Excel, Morningstar Direct, PAW, and PWS data to deliver performance attribution, holdings overlaps, upside/downside capture ratios and more. Special presentations for the senior executive team: competitor review, and an independent research project on online.

May 2021 - Aug 2021

Campus Ambassador

Montreal, Quebec, Canada

Supported Fidelity Marketing, Campus Relations, and McGill Career Centre.

Aug 2020 - May 2021

Student, Advisor Sales

Vancouver, British Columbia, Canada

Supported nine front-office teams by preparing investment proposals, portfolio comparisons, and analysis. Skills: Excel, Morningstar Advisor Workstation, Salesforce, and SAP BusinessObjects. Prepared data for the annual Fidelity Retirement Report as a special project.

May 2020 - Aug 2020

Freshman Representative

Montreal, Quebec, Canada

Represented U0 Management students on the McGill MUS Board of Directors and SSMU First Year Council.

Sep 2018 - Sep 2019

Sales Associate

Richmond, British Columbia

Developed positive customer connections on the sales floor, fitting room, and till.

Dec 2016 - Jul 2017
Team & coworkers

Colleagues at Fidelity Canada

Other employees you can reach at fidelity.ca. View company contacts for 539 employees →

2 education records

Sarah Wang education

Double Dogwood Diploma, French And English, 96%

Hugh Mcroberts Secondary

Activities and Societies: Yearbook Editor in Chief, Social Justice Club President, Grad LegacyThe Double Dogwood certifies completion of.

FAQ

Frequently asked questions about Sarah Wang

Quick answers generated from the profile data available on this page.

What company does Sarah Wang work for?

Sarah Wang works for Fidelity Canada.

What is Sarah Wang's role at Fidelity Canada?

Sarah Wang is listed as Senior Business Development Manager at Fidelity Investments at Fidelity Canada.

Where is Sarah Wang based?

Sarah Wang is based in Vancouver, British Columbia, Canada while working with Fidelity Canada.

What companies has Sarah Wang worked for?

Sarah Wang has worked for Fidelity Canada, Mcgill University - Desautels Faculty Of Management, The Bull & Bear, Management Undergraduate Society, and Ardene.

Who are Sarah Wang's colleagues at Fidelity Canada?

Sarah Wang's colleagues at Fidelity Canada include Won-Beom (Brian) Lee, Maria Tawadross, Sicong Liu, Chaitanya Taneja, and Brenda Bradley Mclaughlin.

How can I contact Sarah Wang?

You can use AeroLeads to view verified contact signals for Sarah Wang at Fidelity Canada, including work email, phone, and LinkedIn data when available.

What schools did Sarah Wang attend?

Sarah Wang holds Bachelor Of Commerce, Finance, 3.7/4.0 from Mcgill University - Desautels Faculty Of Management.

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