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Portfolio Solutions Operations Manager

2 weeks ago

Toronto, Ontario, Canada Fidelity Canada Full time $80,000 - $120,000 per year
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 We Do

Fidelity Portfolio Solutions collaborates with financial advisors to build customized model portfolios based on client preferences and Fidelity's suggested strategies. The team also supports sales and advisors by conducting research on investment strategies, investment selection and portfolio construction approaches and by providing portfolio analysis, insights, and recommendations.

 The Portfolio Solutions Operations Manager is responsible for establishing, maintaining, and running the core processes, procedures, and tools used across the Portfolio Solutions team to ensure smooth, consistent, and well documented running of the business. The Portfolio Solutions Operations Manager will collaborate with the Portfolio Construction team and Portfolio Strategists to ensure each group has processes and supports in place to deliver reliable and repeatable outcomes for clients while delivering exceptional client experience. A core objective of this role is to increase the efficiency and consistency of the Portfolio Solutions team's operations. Success in this role requires collaboration with key stakeholders and a focus on process improvement.

What You Will Do

Leverage relationships and utilize technology to automate processes and reduce risk

  • Active involvement as business stakeholder in automation projects

  • Develop strong internal relationships with IS business partners, particularly developers supporting Portfolio Solutions

  • Operate with a risk management focused mindset and optimize client experience

  • Develop strong internal relationships with risk and audit business partners

Manage relationships with internal and 3rd party stakeholders to support tools, systems, and processes

  • Act as the primary point of contact for all internal and external systems and platforms used by the business, such as Salesforce, MSCI (WealthBench & BarraOne) and Morningstar Direct

  • Work with internal partners to manage the governance processes for vendors, tools, systems, and support

  • Act as team lead with MSCI to support ongoing Fidelity Portfolio Intelligence and Enterprise Risk Reporting efforts

Manage all aspects of project planning and tracking in building & improving the business

  • Lead project planning of all major initiatives

  • Own and manage tools, systems, process, and projects required for managing implementation of initiatives

  • Develop, maintain, and report status of projects and project metrics to key stakeholders

Implement support, document, and communicate new and enhanced processes and platforms with a focus on operational efficiency

  • Develop a strong culture of operational controls, policies, and procedures to ensure effective and efficient Portfolio Solutions operations

  • Liaise with internal risk, internal audit, legal and compliance to implement strong internal controls and mitigate risks

Expertise You Will Bring

  • Ability to build strong relationship and work collaboratively with internal and external stakeholders

  • Ability to think in a structured, process-oriented manner

  • Excellent written and verbal communication skills

  • Demonstrated organizational skills and ability to prioritize and multitask

  • Results oriented; takes accountability to deliver on key priorities to meet goals

What We're Looking For

  • 3+ years of investment market expertise and 1+ years of operations experience in investment/wealth management industry

  • Completion of University degree or equivalent experience

  • Project management experience and expertise managing vendor relationships

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

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