Job Description

About Us:

Fidelity Clearing Canada (FCC) is the 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 the Canadian brokerage arms of U.S.-based firms.

For more information about Fidelity Clearing Canada, please visit https://clearing.fidelity.ca/

The Opportunity:

We are looking for an experienced client facing professional with a proven ability to establish relationships and consult with sophisticated institutional and retail investment firms to join our growing team as VP Account Management. You will play a critical leadership role in driving business results for FCC and its highest priority clients. You will focus on nurturing existing client relationships with the goals of helping these clients grow their business while also enhancing the value of those client relationships by proactively working to develop a thorough understanding of client goals and challenges and building deep relationships. You will also spend time thinking critically about key topics including industry trends, products, platforms, client opportunities and sharing best practices.

What You Will Do:

Relationship Management:

• Lead and manage relationships at a senior level with FCC’s largest clients, ensuring that clients receive the appropriate levels of service
• Develop and successfully execute account management strategies, road map and growth plans
• Articulate client account strategy and updates to the FCC leadership and lead actualization of that strategy
• Build relationships with Fidelity’s global organization to leverage the firm’s full capabilities and partner with various leaders to identify and successfully capitalize on effective client solutions to better support assigned clients

Supporting Client Growth and Enhancing their Advisor/Investor Experience:

• Find opportunities to accelerate our partner’s business in terms of asset growth, efficiency and profitability by taking a proactive and consultative approach to deliver solutions that meet clients' needs
• Develop and maintain an in-depth understanding of the clients’ business, achieved via conversations with the client, industry approach and research
• Demonstrate thought leadership on industry trends and regulatory change through consultation with clients and centres of influence

Client Needs Assessment and Product Solutions and Sales Support:

• Grow the adoption rates of FCC products and services
• Participate in the direction/roadmap to further enhance our product/solution offering for the Introducing Broker segment, proactively finding opportunities to align offerings with the client’s priorities
• Identify opportunities to diversify and grow the key revenue drivers of FCC with a keen focus on revenue generating technology and product solutions

Escalation and Prioritization of Client and FCC Systematic Issues:

• Champion a unified internal approach to supporting FCC clients in an efficient, professional and aligned manner
• Develop a seamless and collaborative relationship between the strategic account, management team, product management, marketing and client service/operations teams
• Stay informed of critical operational, technology or compliance issues and escalations that impact the client, collaborating with internal teams to address larger/complex issues
• Utilize performance metrics and executive reporting to analyze, understand and present operating trends to the client in a way that creates efficiencies for the organization and the client, acting as the "Client Champion/Advocate", and the "Voice of the Client"

What We Are Looking For:

• Completion of a University Degree or equivalent work experience
• 10 or more years of experience in a client relationship or similar role within the financial services industry, preferably in the brokerage industry
• Knowledge of brokerage operations is preferred
• The following would be considered an asset:
  • Experience with retail and institutional broker market and Portfolio Manager space
  • Completion of the Canadian Securities Course and/or CFA designation

The Expertise You Bring:

• Able to lead, empower, and influence a wide spectrum of people; a team builder and enabler
• Proven high capability to achieve strategic impact when advocating for product, platform or organizational change to meet client demands
• Action-oriented; thinks and acts as a businessperson and employs a strategic mindset
• Ability to leverage data to make informed business decisions and add value to client relationships
• Ability to effectively communicate complex business items to senior management with a recommendation that considers various options
• Experience with the full breadth of investment solutions, products and services provided to Institutional clients
• Experience negotiating large, complex contracts
• Demonstrated success in leading or partnering with a sales function and delivering bottom line results
• Developed high performance organizations where there is a focus on delivering the highest quality investment solutions and client experience
• Focused on doing things ethically and professionally; possesses and instills a high degree of personal and professional integrity

Current work authorization for Canada is required for all openings.

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 FidelityCanadaStaffing@fidelity.ca .

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 Family-Friendly Employers 2023 (7th consecutive year)
• Canada's Top 100 Employers 2023 (7th consecutive year)
• Greater Toronto's Top Employers 2023 (10th consecutive year)
• Canada's Top Employers for Young People 2023
• Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
• HRDC Best Places to Work 2023
• HRDC 5-Star Diversity & Inclusion Employer
• HRDC 5-Star Benefit Program 2023

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 - Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work