Manager, Treasury and Banking

4 weeks ago

Toronto, Canada Fidelity Investments Full time

Job Description

Company Overview:
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.based firms.

For more information about Fidelity Clearing Canada, please visit

The Opportunity:
The Manager of Operations in our Banking team is responsible for managing the client facing and market facing operations teams within FCC and the effective management and leadership of the Operations function, including transaction processing quality and throughput, development and maintenance of appropriate controls, staff planning and utilization and process reviews and improvements.

This role is also presenting our settlements, clearing & derivatives, new accounts, reconciliations, security master, physical securities, mailroom, syndication support, corporate actions, entitlements, name & address, account transfers, banking, tax & estates, mutual funds, and registered plans teams within operations at FCC.

This role is responsible for ensuring that Fidelity's brand and reputation is protected by adhering to Fidelity's compliance and risk framework.

What You Will Do:
Daily Operations

Transaction outputs by the Banking department include, but are not limited to:

- Incoming and outgoing payments; Wires, cheques, PAC/PAD, Bill Payment, etc.
- Payment management: Payee set ups, return payments, stale dated cheques
- Reconciliation of accounts; Books of records against the bank records.
- FCC works with USD, CAD, and other foreign currencies.

People Management
- Engage employees in establishing clear and measurable goals that achieve business results;
- Provide coaching and give feedback to employees in order to meet business objectives and enhance individual performance;
- Ensures employees understand the values, policies and procedures of Fidelity and their business unit.
- Ensure team receives the training on the skills and knowledge to proficiently perform the role.
- Understand and demonstrate regulatory and risk supervisory obligations as appropriate to your role

Business Planning
- Provides input into business planning and resource planning for their functional unit
- Lead on implementation of products, services and client business as it relates to the functional unit.

Working relationships
- Collaborates with other Operations managers and senior management across internal operations departments to resolve problems or improve processes.
- Works with key business partners/and correspondents on projects and initiatives.
- Partners with external business partners such as 3rd party vendors, custodians to communicate and resolve issues.

Customer Service
- Be a role model for our employees to deliver stellar quality customer service interactions to our internal and external customers in order to exceed the client expectations and create a positive experience.
- Deliver seamless customer service through teamwork and collaboration. Continually search for ways to improve customer service, including the removal of barriers and providing solutions.
- Ensures follow-up with customers to certify that the resolution of problems maintains customer satisfaction and loyalty.
- Addresses customer needs by involving the right people (resources) at the right time. Actively interacts with external and/or internal customers to identify and anticipate requirements, expectations and needs.
- Monitors key performance indicators daily to address factors that may be affecting the customer experience.
- Monitors the interactions between associates and customers to ensure accuracy of information and manner in which service is delivered.

What We’re Looking For:

- More than 5 years’ experience in operations within the financial services industry, preferably within brokerage or correspondent clearing business, including 3+ years’ experience coaching, training, mentoring or leading people
- Completion of a 3-year post-secondary education or relevant work experience
- Experience in banking services or reconciliation background required.
- Previous experience in a people management role required
- Experience working on projects with the expectation to influence team members and peers

The Expertise You Bring:

- Strong customer service orientation
- Strong written and verbal communication skills
- Builds key partnerships
- Builds effective teams; proven leadership qualities
- Effectively managing multiple priorities
- Strong coach and manager to employees
- Current work authorization for Canada is required for all openings._

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, dis

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