Client Transitions Manager

Current work authorization for Canada is required for all openings.

You will be working on a flexible 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.

Business Overview:

Fidelity Canada Institutional (FCI) is focused on developing solutions to serve the investment needs of Canadian institutional investors including corporate and public plans, endowments, foundations, and other institutions as well as international investors. Our goal is to deliver original insight, tailored access, and a diverse product lineup. The team is comprised of sales, client management, consultant relations, and products & marketing professionals.

Purpose of the Role

The Client Transitions Manager is responsible for overseeing institutional client transitions across Defined Benefit, Defined Contribution, Corporate, Endowment, Foundation, Sub Fund, and Sub‑Advised accounts. Acting as the primary contact for internal and external stakeholders, the role ensures smooth transitions, account restructuring, and ongoing enhancements.

The successful candidate will demonstrate exceptional attention to detail, the ability to integrate input from subject matter experts and the confidence to make informed decisions through cross‑functional collaboration. This individual will lead discussions, consolidate feedback, and drive outcomes to ensure transitions progress efficiently and decisively.

Institutional Client Transitions

• Lead and manage institutional client transitions to ensure seamless experiences for clients and business partners.

• Create and execute internal and client‑facing project plans.

• Manage account set‑up and structures in collaboration with Legal, Finance, Compliance, Fund Treasury, Fund Accounting, Client Service, Portfolio Managers, and other stakeholders.

• Liaise with external stakeholders including clients, custodians, consultants, record keepers, and transition managers.

• Develop processes and procedures for new servicing requirements.

• Prepare transition summaries for all fundings and hand off relationships to Client Relationship Managers

Account Restructuring & Enhancements

• Lead implementation of pool and separate account restructuring/enhancements (e.g., rebalancing, benchmark changes, PM changes, sub‑portfolio changes).

• Create and execute project plans where no dedicated Project Manager is assigned.

• Collaborate with stakeholders to ensure accurate account setup and structures.

Ongoing Account Maintenance

• Prepare monthly, quarterly, and annual compliance certificates, coordinating review and approval.

• Oversee annual policy mailings and tracking for institutional clients.

• Provide back‑up support for ongoing cash flows across pooled funds, separate accounts, record keepers, sub‑funds, and sub‑advised accounts.

• Identify and implement process improvements for onboarding, cash flows, and other initiatives.

Projects & System Enhancements

• Partner with IS to prioritize and implement system enhancements that improve team efficiency.

• Represent the team in cross-functional projects, driving change and acting as spokesperson.

• Communicate enhancements to institutional teams and stakeholders.

What We Are Looking For

• Minimum 5-7 years of experience in financial services.

• Bachelor's degree or equivalent experience; Canadian Securities Course completion is an asset.

• Strong understanding of the Canadian financial services industry, products, and institutional landscape.

• Solid knowledge of institutional investment products.

• Project management and/or operational experience.

• Experience navigating within large organizations.

• Proven ability to communicate with senior and sophisticated institutional clients.

• Bilingual (English/French) is an asset.

What You Will Bring

• Proven experience engaging with institutional clients and effectively navigating complex, large‑scale organizational structures.

• Confidence in decision‑making, supported by SME feedback and cross‑functional collaboration.

• Ability to lead discussions and make informed decisions with confidence and decisiveness.

• Exceptional organizational skills, attention to detail, and time‑management abilities.

• Ability to prioritize, multitask, and thrive in a fast‑paced environment.

• Strong communication and presentation skills; collaborative team player.

• Advanced Microsoft Excel skills and strong analytical capabilities.

• Adaptability to changing work environments.

Some of the ways we'll help you feel valued and supported as part of our team:

• Flexible working arrangements - 100% remote, 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, that 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 2 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

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