Director Data Integration
Director Data Integration
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Job Description
Job Description
Who We Are
At Fidelity weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best both personally and expertly.
Business Overview
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade clearing custody and backoffice support services to Canadianbased brokerage firms and the Canadian brokerage arms of U.S.based firms. Fidelity Clearing Canadas core values for solution delivery are centered around transparency leadership and collaboration.
What You Will Do
The Director Client Integration creates the strategy and process for all new
client integration to FCC to be executed by the Integration team. The role leads a team of conversion services configuration operations and technical specialists who are dedicated to implementing new introducing brokers portfolio managers and other clients on to the FCC platform.
This role is fully accountable for the client through implementation stage and post implementation support. Oversees coordination of all internal stakeholders as well as external vendors involved in new client integrations. Defines the conversion methodologies to be utilized for each bulk data conversion and ensures organizational buyin.
- Lead the Integration team responsible for the asset and data conversion of new clients into FCC as well as clients leaving FCC.
- Guides the team through the methodology setup configuration and platform implementation of the new client.
- Encourages team to develop strong relationships with FCC departments and keeps open lines of communication.
- Oversee the complete end to end process of an onboarding post sales from discovery setup configuration business integration asset and data conversion reconciliation and transition to day to day (as applicable to the particular onboarding). Each client integration/onboarding will be tailored appropriately depending on the nature of the client and their agreed upon platform set up at FCC.
- Work closely with the product technology and operations teams to ensure that conversion and platform setup strategies are correctly interpreted and understood. Keeps on top of any custom technical or development work that FCC has engaged contractually with the client.
- Develop strong relationships with key partners across FCC to make recommendations and implement changes which will enhance the conversion process and prepare clients for a smooth transition experience.
- Work with internal partners to recommend improvements to business and technical processes to better support clients as they are set up on FCCs digital platform.
- Assist the sales team as needed to support the sales process and closing of new clients by providing information and recommendations to ensure expectation alignment between prospects and FCC as well as the most efficient/least distracting conversion for the prospect.
- Ensure that the team is documenting and is keeping current integration/onboarding processes and keeping appropriate backups in line with audit processes.
- Create a performance culture which attracts and maintains high caliber staff and fosters their development to reach their potential.
- Risk Management Adherence to risk management practices ensure that new business integration is not adding undue risk to Fidelity
What We Are Looking For:
- 710 years experience in the Financial Services industry including a minimum of 5 years within the brokerage industry.
- 5 years of experience at the management level
- Completed College degree or equivalent work experience
- Knowledge or relevant experience with Dataphile OSSISM or other stock brokerage accounting systems is nice to have
- Experience with Python and/or working with flat files/text database SQLite and MySQL/Maria DB and ETL is nice to have
- Prior role in a leading client conversions/onboarding and demonstrated ability to work cross functionally with other departments is an asset and nice to have
The Skills You Bring:
- A strong ability to communicate (written and verbal).
- A strong sense of accountability and taking initiative to drive projects to completion.
- Emphasis on risk and audit an inquiring mind.
- Knowledge and understanding of clearing firm regulatory obligations Canadian brokerage industry and brokerage operations including the impact of technology on this market.
- Experience managing projects and scaling processes with company growth.
- Ability to collaborate and influence across all levels of the organization.
- Effective presentation skills.
- Strong influencing skills. Gains acceptance of ideas and suggestions from business partners.
- Strong knowledge and understanding of the Canadian regulatory environment CIRO rules and regulations OSC and other provinces and territories.
- Ability to plan monitor control projects ensuring efficient utilization
Current work authorization for Canada is required for all openings.
You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.
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 legallyprotected 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
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas 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 Todays 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 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award Future of Work Strategy
TalentEgg National Recruitment Excellence Award Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team
Required Experience:
Director
Employment Type
Full-Time
