Transition Manager

2 months ago

Toronto, Canada Fidelity Investments Full time

Job Description
- This is a hybrid role with a mix of remote and in-office working
- Current work authorization for Canada is required for all openings._
- 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.
- What You’ll Do
- The Transition Manager will be responsible for planning, managing, and executing advisor transitions, ensuring a seamless client onboarding and transition experience
- How You’ll Make an Impact
- Transition Planning and Execution- Lead the planning and execution of new advisor transitions, ensuring alignment with the organization’s strategic goals.-
- Conduct transition meetings with new advisor to prepare them for onboarding and set expectations.-
- Coordinate all departments to ensure the seamless execution of the transition and a focus on the end goal.-
- Tracking progress of transition projects; identifying risks, and proactively managing them to resolution.-
- Proactively identify opportunities to enhance client relationships and the overall transition process- Advisor Support and Onboarding- Oversee the client onboarding process, ensuring smooth transitions and integration of new clients.-
- Provide on-site support during transitions to assist with client communications, documentation preparation, and training.-
- Ensure high client satisfaction and smooth onboarding processes by monitoring feedback and implementing necessary improvements.- Process Improvement and Client Satisfaction- Contribute to driving process and operational improvements within the transition program, ensuring efficiency and alignment with best practices.-
- Oversee wealth support team members, providing training and guidance to ensure excellent service delivery.-
- Stay updated on industry trends and regulations, implementing adjustments to improve client satisfaction.-
- Continuously improve processes to enhance the client experience and monitor satisfaction metrics to ensure consistent results.-
- Develop a strong culture of operational controls, policies, and procedures to ensure effective and efficient operations-
- Liaise with internal risk, internal audit, legal and compliance to implement strong internal controls and mitigate risks-
- Manage internal and external audit requests and collaborate with internal resources to deliver -successful results.- Provide training, coaching and mentorship to junior team members

What We’re Looking For- University degree in Business, Commerce, Finance/related fields or equivalent work experience-
- 5-7 years of relevant experience in strategy and transition planning within the wealth industry-
- MBA, CIM, CFA or CFP is an asset-
- Must be registered as an Registered Representative (RR) with CIRO-
- Must have Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) along with Wealth Management Essentials (WME)-
- Experience with the following is an asset: Broadridge/Dataphile, Conquest, Morningstar, Portfolio Aid- What You’ll Need- Strong organizational skills, attention to details-
- In-depth knowledge of the wealth management industry and regulatory requirements.-
- Strong communication skills, with the ability to engage with clients directly and manage escalations.-
- Strong focus on process improvement and operational efficiency-
- Skills in leadership through influenceFidelity Benefits and Perks- 100% remote and hybrid work arrangements-
- Competitive total compensation package-
- Opportunity to participate in Fidelity profit-sharing program-
- Company contributes into your RRSP, without a matching requirement from you-
- Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy-
- Health Care Spending Account-
- TELUS Health Virtual Care app-
- Health and Fitness Reimbursement-
- Up to $650 for home office equipment-
- Generous time off policy-
- 2 paid days annually to volunteer-
- Access to over 11,000 training and development courses-
- Tuition reimbursement-
- Monetary awards for completing a required designation-
- Annual dues reimbursement for professional designations-
- Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a divers

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