Industry Relations Manager Jobs

You will be working on a hybrid predefined hours schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

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.

Industry Relations Manager

This is a secondment/contract opportunity ending on July 31, 2024.

Business Overview

This role is responsible for providing subject matter expertise in identifying automation opportunities within the industry to ensure a digital experience for our clients. This individual works with dealers and back-office providers to identify and address opportunities to promote a more digital end to end process in the industry. This individual is responsible for analyzing, escalating, and communicating Fidelity Investment Canada’s operational activities as it pertains to money movement, settlement, and other operational activities. This individual is a subject matter expert for FIC represents Operations on key projects, issue resolution and processes within FIC. This incumbent also represents Fidelity or Client Services in various working groups both at Fidelity forums as well as provide representation on external industry groups, such as IFIC and Fundserv.

How You’ll Make An Impact

Key Accountabilities / Responsibilities

Digitalization Analysis

• Support the interpretation of policy or regulatory changes and be a strong subject matter expert in implementing these changes in accordance with FIC mutual fund operations.
• Provide subject matter expertise on large initiatives as it pertains to Fidelity transfer agency operations.
• Gather information and develop a comprehensive understanding of Dealer operations and their general capabilities to provide more automated solutions.
• Partner with internal and external stakeholders to identify, validate, and define any opportunities for improvement in Dealer automation to promote a more digital experience by reducing manual entry.

Internal and External Working Group/Back Office Relationship Management

• 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. IFIC and Fundserv.
• Develop strong relationships with back office providers such as Broadridge, Univeris, etc. to identify opportunities to promote automation with dealers.
• Work with Dealer Relations Managers to assess impact of proposed processes and/or system changes to Dealer’s operations
• 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.

Operational and Escalation Support

• 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.
• Respond to operational questions as it relates to the industry and or competitor capabilities.
• 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.
• Support FIC mutual funds operations by acting as a subject matter of expertise on internal FIC initiatives and issues.
• Responsible for being the key point of contact for escalations as it pertains to automated money movement and settlement activity within FIC mutual fund operations and across Fundserv.

Experience

What we are looking for

• Experience involving a deep understanding of Fundserv and Dealer Operations (asset)
• Experience in a relationship management role (asset)
• Strong relationship and analytical skills (required)
• Minimum 5 years’ experience in the Financial Services industry

Education

• Communication skills in English (verbal & written) (required)
• Communication skills in French (verbal &written) (asset)
• University Degree (Bachelor’s) or equivalent work experience

The Expertise You Bring

• Strong communication, presentation and analytical skills including experience presenting to Senior Executives.
• Advanced analysis and problem-solving competency.
• In depth knowledge of mutual fund operations where money movement, trading automation and net settlements is concerned
• Advanced knowledge of Distributor processes and systems and Fundserv
• Ability to work in a team and share subject matter expertise across the organization.
• Strong communication and interpersonal skills

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 [email protected].

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

• Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
• Canada's Top 100 Employers 2023 (7th consecutive year)
• HRDC Best Places to Work 2023
• Canada's Top Family-Friendly Employers 2023 (7th consecutive year)
• Canada's Top Employers for Young People 2023
• Greater Toronto's Top Employers 2023 (10th consecutive year)

Designations

• A Canadian Compassionate Company
• Best Workplaces for Women 2023 by Great Place to Work
• Great Place to Work (Dec 2022 - Nov 2023)