Industry Relations Manager

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 Industry Relations Manager 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.

The Industry Relations Manager 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.

Key Accountabilities:

1. Digitalization Analysis

• 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.
• Gather information and develop a comprehensive understanding of Dealer operations and their general capabilities to provide more automated solutions.
• Provide subject matter expertise on large initiatives as it pertains to Fidelity transfer agency operations.
• 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.

2. 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.
• 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 Managers to assess impact of proposed processes and/or system changes to Dealer's operations
• Develop strong relationships with back-office providers such as Broadridge, Univeris, etc. to identify opportunities to promote automation with dealers.

3. Operational and Escalation Support

• 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.
• 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.
• 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.

What We Are Looking For

• Minimum 5 years of experience in the Financial Services industry
• Post-secondary degree or equivalent work experience.
• Strong relationship, communication and analytical skills.
• Experience involving a deep understanding of Fundserv and Dealer Operations would be an asset.
• Experience in a relationship management role would be an asset.
• Bilingualism in English/French would be an asset.

The Expertise You Bring

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

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