Manager Transfer Agent Processing

Job Description

You will be working on a predefined hybrid 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.

Manager Transfer Agent Processing

How You'll Make an Impact:

Position Overview
The Manager, Transfer Agent Processing is responsible for the effective management and leadership

of the Processing function within Client Services including transaction processing quality and

throughput, development and maintenance of appropriate controls, staff planning and utilization and

process reviews and improvements.

Key Accountabilities

• Manage the day-to-day activities of the Transfer Agent Processing department. Work with senior divisional management to make recommendations and implement changes which will enhance productivity, reduce risk and generally increase employee performance.
• Oversee the day-to-day operations of the department to ensure the management and completion of incoming transactions.
• Development and execution of departmental goals as well as a contributor to the Client Services business plan.
• Add value to the client experience and support Voice of the Customer program by understanding what's important and recognizing what needs to be done.
• Build solid relationships across Fidelity and within the mutual fund industry

What We Are Looking For:

Experience

• Minimum 5 years of experience in mutual fund industry with strong knowledge of Transfer Agent (required)
• Minimum 3 years experience directly managing people within the financial services industry (required)

Education

• University degree and/or college education or equivalent

Designations, Licenses, or Accreditations

• Canadian Securities Course (CSC) or IFIC (asset)

The Expertise You Bring:

• Knowledge and understanding of Clients Service Operations and relevant business policies and procedures.
• Business Knowledge/Acumen - Budgeting, forecasting, sensitivity analysis.
• Knowledge of mutual funds, including the range of associated services and features.
• Good understanding of the account types used for holding mutual funds (e.g. RRSP, LIF/RIF/LRIF, RESP, TFSA, non-registered, etc).
• Knowledge of government, regulatory and compliance policy/rules that govern the business.
• People management, in particular strong coaching skills. Solid presentation skills to tailor information for a variety of audiences.
• PC literate and working knowledge of proprietary Fidelity applications.
• Excellent planning, preparation, and organizational skills
• Solid verbal and written communication skills. Excellent interpersonal skills.
• Strong ability to build and maintain relationships with internal key partners.
• Excellent knowledge of FIC mutual fund Operations, in particular our client facing services.
• Project management - some experience managing projects preferred.
• Customer Service oriented with the ability to build and maintain strong relationships with these clients.
• Proven leadership and management 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 FidelityCanadaS[redacted].

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