Job Description

Posting: Strategic Account Manager

**You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.**

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 registered Portfolio Managers.

What You Will Do

Reporting into the VP Strategic Account Management the Strategic Account Manager will serve as the primary point of accountability for the creation of longterm mutual value and growth with FCCs clients. This role supports FCCs holistic relationship model acting as a strategic liaison for a group of clients between the various FCC departments and our partners. At FCC we help our clients thrive by assisting them in growing their business meeting their customer needs through effective automation and driving operational efficiency and profitability.

Key Responsibilities

• Lead contact for assigned group of clients at the CSuite level of our partners
• Acts as the Client Champion/Advocate and the Voice of the Client. Utilizes 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.
• Supported as needed by Sales and Relationship Manager from contract and negotiation perspective.
• Develop and successfully execute account management plans for an assigned group of clients.
• Responsible for retention developing crossselling opportunities and communicating FCC product.
  • Provide proactive consultation and practice management solutions to clients uncovering opportunities to gather additional assets.
    • Use consultative approach to identify opportunities to accelerate partners business in terms of asset growth efficiency and profitability.
  • Collaborate with Sales Team to coordinate sales process for services and products to existing clients as required.
• Execute platform adoption goals in collaboration with the client partners to increase efficiency of client interactions and FCCs service.
  • Increasing the adoption rates of FCC products and services among assigned client base.
  • Updating the client/partner on new initiatives products or services at FCC that are not being leveraged by client. Proactively identify clients priorities and acts as a product and service identifier finding opportunities to align with the client and their business.
  • Through insights to our business identifying opportunities to support clients more efficiently for them and FCC including adding or decommissioning services processes or products.
• Analyze data to identify priorities decisions and create a point of view to share with clients to Initiate strategic business conversations.
• Develop and maintain an indepth understanding of assigned clients businesses through conversations with the client industry approach and research and analysis.
• Manage the resolution of larger service issues or escalations driving them to satisfactory outcome for the client and FCC.
  • Mobilize and align multifunctional FCC teams to support strategic client.
• Ensure clients receive the appropriate levels of service.
• Stay informed of critical operational technology or compliance issues that impact clients. Escalate this information internally coordinating and collaborating with internal teams to address larger/complex issues.

• Works closely with all FCC departments to review and discuss client needs understanding the issues and challenges from both the internal department and client perspective.

What We Are Looking For

• Proven success managing relationships with demanding and complex clients in capital markets.
• Broad capital markets and wealth management business and technology knowledge.
• Strong financial business and data analysis acumen.
• Consultative background with experience in negotiations you will be able to provide various options while formulating specific recommendations.
• Strong project management skills with ability to effectively navigate across organization to get work accomplished on behalf of client and FCC and facilitate the efforts of a cross functional team.
• Excellent communication skills with the ability to present complex industry information knowledgeably and concisely.

The Expertise You Bring

• Client centric mindset and passion for helping clients grow their business: thinking like a client.
• Commitment to client service excellence.
• Appreciation for time sensitive nature of capital markets stakeholder interactions; strong prioritization skills.
• Excellent communication skills both written and oral; ability to effectively communicate technical material to nontechnical users.
• Detailed oriented with excellent analytical skills; aptitude for probing and uncovering underlying technical issues and business constraints when dealing with problems.
• Use of creativity in finding alternative solutions to business needs.
• 5 years of experience in a client relationship or similar role within the brokerage / capital markets industry.
• Experience with retail and institutional broker market and Portfolio Manager space.
• Knowledge of brokerage operations is preferred.
• University Degree Business Finance (Science or Engineering also acceptable with the relevant experience in Financial Services industry).
• Canadian Securities Course (CFA or working towards it is considered an asset).

Current work authorization for Canada is required for all openings.

Some of the ways well 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 employerpaid premiums that include up to $5000 annually for mental health services and therapy
• Parental leave topup 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 11000 training and development courses tuition reimbursement and monetary rewards for completing a required designation

We care a lot about fostering a compassionate peoplecentric culture and are proud to have been named one of Canadas 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 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