Job Description

Please note:

• 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.

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 Team Manager, Dealer Relations and Industry Support is responsible for dealer automation and supporting the relationships with external dealers and internally across Fidelity.  This role manages the Dealer Relations specialists and supports/leads various internal projects including product launches. This individual coordinates with key stakeholders within CS and across FIC to assess issues, provide alternatives, provide perspective on behalf of the dealers and effectively ensure risk is managed throughout.

The Team Manager, Dealer Relations & Industry Support is the relationship manager to Fundserv, Fund Companies, and other industry contacts. This role is also responsible for looking for and analyzing ways to improve dealer automation and reduce NIGOs to achieve the goals of paper and error reduction. This individual is a strong subject matter expert for FIC and able to represent Operations on key projects, issue resolution, and processes within FIC. 

Key responsibilities:
 

1. Team Manager of Dealer Relations Specialists (DRS).

• Provide active team management for the Dealer Relations team including supporting the dealer automation mandate within the team.

• Coach and educate Dealer Relations Specialists on Fundserv, dealer back-office systems and operational procedures and processes.

• Mitigate risk through oversight and management of processes.

• Develop solid relationships with Product/Advisor Sales/Sales Planning team to support product rollout and decision making.

2. Regulatory and industry standards of processing systems.

• Act as the Fidelity CS operational subject matter expert on the review of new products and initiatives against known regulatory and industry standards to identify impacted areas and ensure that these issues/changes are addressed.

• Liaise with Compliance and IT as the Operations specialist able to weigh in and assess impact to CS Operations as it pertains to the end-to-end transfer agency process.

3. Internal and external working group/committee representation.

• Act as Fidelity CS operational subject matter expert on external working groups/committees ensuring the needs of FIC are balanced against the greater good of the industry i.e. Fundserv and Dealer Relations working groups.

• Provide internal guidance on Fundserv and regulatory practices to support FIC’s mutual fund operations teams and the various FIC business partners as it relates to daily operational performance/capabilities.

• Work with Dealer Relations to assess impact of proposed processes and/or system changes to dealer’s operations.

• Develop strong relationships with other competitors so as to be able to carefully assess FIC’s position against what others are doing in the industry regarding various initiatives.

4. Client Services - Division Support

• Responsible for key point of escalation as it pertains to automated money movement and settlement activity within FIC mutual fund operations and across Fundserv.

• Provide subject matter expertise, internally and externally, for questions related to Fundserv.

• Respond to operational questions as it relates to the industry and or competitor capabilities.

• Support FIC mutual funds operations by acting as a subject matter of expertise on internal FIC initiatives and issues.

What We’re Looking For

• Minimum 3 years of mutual fund operations experience is required.

• Post-secondary degree or equivalent work experience.

• Experience with FundServ and IFIC committees would be an asset.

• Completion of CSC/IFIC certification would be an asset.

• Bilingualism in English/French would be an asset.

The Expertise You Bring

• Excellent knowledge of the mutual funds industry.

• Excellent leadership skills including the ability to manage and support a team

• Excellent communication, presentation, and analytical skills including experience presenting to senior executives.

• Strong negotiation skills with the ability to influence through compromise and collaboration.

• Strong knowledge of mutual fund operations where money movement, trading automation, and net settlements are concerned.

• Proven ability to actively participate in cross departmental, cross divisional, and industry working groups as required.

• Advanced analysis and problem-solving competency.

• Ability to work in a team and share subject matter expertise across the organization.

• General knowledge of distributor processes and systems is an asset.

Some of the ways we will help you feel valued and supported as part of our team:

• Flexible working arrangements - hybrid, and in office options.

• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.

• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.

• Parental leave top-up to 100% of your salary for a period of 25 weeks.

• Up to $650 for home office equipment.

• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.

• Diversity and inclusion programs, including an active network of Employee Resource Groups.

• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•    Canada's Top 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  
•    Great Place To Work® Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    Canadian Compassionate Companies – Certified 
•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 
•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 
•    Canadian HR Reporter's Most Innovative HR Team