Team Manager Processing

4 weeks ago

Toronto, Canada Fidelity Investments Full time

Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

The role requires working rotating shifts - Monday through Friday between 8 am and 8 pm EST for our Processing team.

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

The Transfer Agent Processing (TAP) department is responsible for the mutual fund retail administration and execution of all financial and non-financial transactions within different account types and across several different product offerings. The group is also responsible for quality control and the resolution of not-in-good-order items. Our goal is to service and support Canadian investment professionals as they endeavor to prepare their clients for retirement and other significant life goals which demand focused financial management.

The Team Manager Processing is responsible for ensuring quality, cost effective and timely processing of retail mutual fund account transactions. The Team Manager is accountable to engage and facilitate coaching, mentoring, training, development, resourcing and the resolution of work escalations. In addition, the Team Manager is responsible to identify and implement process improvements to create an optimal positive experience for both the employees and our clients.


Key Responsibilities

Coaching, Development & Performance Management

Foster an environment that promotes feedback while managing day to day operation of the team within the TAP Department.

Oversee the day-to-day operations of the team to ensure the management and completion of incoming transactions in a timely manner as per the agreed Service Levels.

Provides functional area expertise, oversight, problem resolution, training, analysis, and reporting as required across a variety of group responsibilities.

Responsible for reviewing and analyzing workflow which includes process improvements; recommends/implements a course of action ensuring appropriate training for associates.

Assists in or develops supervisory procedures that are designed to strengthen regulatory and risk controls for assigned area.

Oversees the risk and exposure of the day-to-day work

Participates in all internal and external audit engagements; assists with remediation of all findings that impact scope of assigned work.

Accountable for identifying issues and risks (financial & regulatory); resolves or escalates. 

Provides input into business planning and resource planning for their functional unit.

Initiates and plays a project lead role in corporate and divisional projects and initiatives.

Be a role model for our employees for delivering stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience.

Deliver seamless customer service through teamwork and collaboration. Continually searches for ways to improve customer service, including the removal of barriers and providing solutions.

Collaborates with the senior management across the Client Services and IS divisions to resolve problems or enhance processes.

Works with key business partners/and correspondents on projects and initiatives.

The Expertise You Bring

Knowledge of mutual fund industry practices and standards

Excellent knowledge of Fidelity’s programs and product offerings

Strong organizational and product awareness

Communicates effectively, both verbal and written

Strong interpersonal skills

Ability to ensure exceptional customer service in dealings with internal and external clients

Ability to translate business requirements into operational policies, procedures, and processes

Proven experience in building and managing relationships with customers and team members Consults with business partners and team members in developing solutions

Looks for opportunities to partner and build networks across businesses

Able to prioritize requirements and manage workload across team members

Able to achieve results while working on conflicting priorities and timelines

Able to address client escalations

Contributes to a pleasant, cooperative, and collaborative work environment that includes teamwork, professionalism, and genuine respect approach to support the success of the team and co-workers

Works equally well independently and as part of a team

Contributes to divisional and departmental initiatives by participating in and contributing to the success of assigned projects

Identifies areas for improvements within the department and division

Has confidence, drive and self-motivation to act proactively without waiting for direction

Strong coaching skills

Effective management skills including ability to motivate people

What We Are Looking For

3 – 4 years progressive experience in operations or customer service within mutual funds or financial services industry, preferably in mutual funds

1 - 2 years’ experience in coaching, managing people, training and/or developing employees

Knowledge of TAP policies and procedures or at a minimum back-office experience

Education:

College degree (3-year program) …or equivalent work experience

University Degree (Bachelor’s Degree) is an asset 

Communication skills in French (written & verbal) is an asset

Designations, Licenses, or Accreditations:

Canadian Securities Course (CSC) or Investment Funds Institute of Canada (IFIC) are assets

  • Team Manager Processing

    4 weeks ago

    Toronto, Canada Fidelity Investments Full time

    Job Description You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. 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...

  • Team Lead, Central Processing

    4 weeks ago

    Toronto, Canada CAAT Pension Plan Full time

    ** PLEASE APPLY ON COMPANY WEBSITE*** We're on a mission to secure a better financial future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact. Work that truly counts! **Why you will love being a CAATster**: **A Culture of Collaboration and Fun** We're a team that works, grows,...

  • Team Manager

    1 month ago

    Toronto, Canada Cognizant Technology Solutions Full time

    Team Manager (TM) **Qualification**: Graduate /Post Graduate - preferably MBA graduates Knowledge of CRM tools & MS office tools For Medical Management and Provider Services Bachelor’s Degree in Nursing (BSN). For Philippines 34 year college degree preferably related to medical field (as mandated by the project). For NA High School/Equiv, Associates...

  • Team Manager

    1 month ago

    Toronto, Canada Cognizant Full time

    **Team Manager (TM)** **Qualification**: Graduate /Post Graduate - preferably MBA graduates Knowledge of CRM tools & MS office tools - For Medical Management and Provider Services Bachelor’s Degree in Nursing (BSN). - For Philippines 34 year college degree preferably related to medical field (as mandated by the project). - For NA High School/Equiv,...

  • Process Management Specialist

    4 weeks ago

    Toronto, Canada WEETAZ Full time

    **Responsibilities**: Develop and manage a clear and effective process landscape to ensure continuity and quality in business operations. Ensure the quality and transparency of process documentation, making it accessible to all involved parties. Guide managers and employees in setting up and optimizing process management through training and knowledge...

  • Manager, Marketing Process

    1 month ago

    Toronto, Canada Air Canada Full time

    **Description** **Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.** **Primary functions** - Accountable for the definition, maintenance, and enhancement the processes by...

  • Manager, Process and Performance

    4 weeks ago

    Toronto, Canada Air Canada Full time

    **Description** **Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.** Reporting to the Senior Director, Line Maintenance Operations, the Manager, Process and Performance...

  • Project And Process Manager

    6 days ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin AgencyThe Lavin Agency is the worlds largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting and endorsements.For over 30 years, The Lavin Agency speakers bureau has helped a diverse range of clients find the perfect speakers for conferences, keynotes, workshops, and more....

  • Project And Process Manager

    4 weeks ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin Agency The Lavin Agency is the world’s largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting, and endorsements. We represent authors, scientists, business leaders, humanitarians, economists, and other remarkable people who make the world a smarter and better...

  • Project And Process Manager

    4 weeks ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin Agency The Lavin Agency is the world’s largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting, and endorsements. We represent authors, scientists, business leaders, humanitarians, economists, and other remarkable people who make the world a smarter and better...

  • Project And Process Manager

    4 weeks ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin Agency The Lavin Agency is the world’s largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting, and endorsements. We represent authors, scientists, business leaders, humanitarians, economists, and other remarkable people who make the world a smarter and better...

  • Project And Process Manager

    2 weeks ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin AgencyThe Lavin Agency is the world’s largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting, and endorsements. We represent authors, scientists, business leaders, humanitarians, economists, and other remarkable people who make the world a smarter and better...

  • Project And Process Manager

    4 weeks ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin Agency The Lavin Agency is the world’s largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting, and endorsements. We represent authors, scientists, business leaders, humanitarians, economists, and other remarkable people who make the world a smarter and better...

  • Manager, Process Management, Regulatory Operations

    1 month ago

    Toronto, Canada Capital One Full time

    161 Bay Street (93021), Canada, Toronto,Toronto, Ontario, Manager, Process Management, Regulatory Operations **Manager, Process Management, Regulatory Operations*** - Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the...

  • Project And Process Manager

    4 weeks ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin AgencyThe Lavin Agency is the world’s largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting, and endorsements. We represent authors, scientists, business leaders, humanitarians, economists, and other remarkable people who make the world a smarter and better place....

  • Project And Process Manager

    1 week ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin AgencyThe Lavin Agency is the world’s largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting, and endorsements. We represent authors, scientists, business leaders, humanitarians, economists, and other remarkable people who make the world a smarter and better place....

  • Project And Process Manager

    4 weeks ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin Agency The Lavin Agency is the world’s largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting, and endorsements. We represent authors, scientists, business leaders, humanitarians, economists, and other remarkable people who make the world a smarter and better place. ...

  • Project And Process Manager

    4 weeks ago

    Toronto, Canada The Lavin Agency Full time

    About The Lavin AgencyThe Lavin Agency is the world’s largest Intellectual talent agency, representing leading thinkers for speaking engagements, personal appearances, consulting, and endorsements. We represent authors, scientists, business leaders, humanitarians, economists, and other remarkable people who make the world a smarter and better place....

  • Associate, Process Manager

    1 month ago

    Toronto, Canada Capital One Full time

    161 Bay Street (93021), Canada, Toronto,Toronto, Ontario, Associate, Process Manager **Our Capital One** **Team.** Yes, we’re a credit card company. But we’re more than that too. We’re driven by what our customers want, and how to make their lives simpler. We’re always looking for creative ways to offer digital solutions that make sense for our...

  • Health and Safety Manager

    4 weeks ago

    Toronto, Ontario, Canada Team Construction Full time

    MissionThe Construction Health and Safety Manager will be responsible for providing leadership, technical support and advice on all aspects of H help assess the implementation of the H&S Program within the workplace, and as required, develop and/or provide related training. Responsibilities developing safety, security, health and environmental policies,...