Operations Manager

4 weeks ago

Toronto, Ontario, Canada Fidelity Investments Full time

About the Role

Fidelity Clearing Canada is seeking a skilled Team Manager to lead our Accounts Transfers team. As a key member of our Operations department, you will be responsible for managing a functional team of operations employees, ensuring the day-to-day operations of the team are running smoothly and efficiently.

Key Responsibilities

  • Manage the daily workload of the operations team, ensuring policies and procedures are adhered to and client needs are exceeded.
  • Provide functional area expertise, oversight, problem resolution, training, analysis, and reporting as required.
  • Work closely with the Account Transfer Manager on special planning and departmental projects.
  • Oversee business practices in Account Transfers and improve them when necessary.
  • Develop and maintain supervisory procedures to strengthen regulatory and risk controls.
  • Participate in internal and external audit engagements.
  • Identify and resolve issues and risks, escalating where necessary.
  • Provide coaching and feedback to employees to help them meet business objectives and enhance individual performance.
  • Ensure employees understand the values, policies, and procedures of Fidelity and their business unit.
  • Ensure team receives training on skills and knowledge to proficiently perform the role.
  • Ensure employees have the necessary tools to perform and be successful at their job.
  • Provide input into business planning and resource planning.
  • Collaborate with other Operations Team Managers and senior management to resolve problems and enhance processes.

Requirements

  • 3+ years in Financial Services or 3-4 years progressive experience in operations or customer service within the brokerage or financial services industry.
  • Experience coaching, training, mentoring, and leading people an asset.
  • University Degree or equivalent work experience.
  • Completion of Canadian Securities Course would be considered an asset.
  • Bilingual in French is considered an asset.

About Fidelity Clearing Canada

Fidelity Clearing Canada is a 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 registered Portfolio Managers.

Why Join Us?

At Fidelity Clearing Canada, we offer a dynamic and inclusive work environment where you will have the opportunity to grow and develop your career. We are committed to providing our employees with the tools and resources they need to succeed and thrive in their roles.

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