Senior Private Wealth Operations Analyst
Senior Private Wealth Operations Analyst
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Job Description
Job Description
This is a hybrid role with a mix of remote and inoffice working
Current work authorization for Canada is required for all openings.
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 professionally.
What We Do
Launched in 2022 Fidelity Private Wealth is bringing the full strength of Fidelity to our private wealth clients. That means combining our world class research and investment management expertise to help our clients accomplish their wealth goals. As a privately held company we can take a bigpicture longterm view of the world and its markets. This gives us the opportunity to provide unique insight to our clients extensive thought leadership to the marketplace and uncommon opportunities for our employees.
As a new business we can establish and enhance processes and procedures operations support and the overall client experience. These goals will be accomplished by working with the relationship managers portfolio services groups legal finance and other Fidelity counterparts. The operations group is responsible for running the daytoday management operations of Fidelity Private Wealth. A core objective of this role is to increase the control efficiency and consistency of private wealth operations.
Success in this role requires collaboration with business partners and a focus on process improvements. The successful candidate requires exceptional business acumen paired with strong analytical/communication skills to help facilitate the development and adoption of effective solutions for the wealth management business.
How Youll Make an Impact
Client Support
Provide active support to the clientfacing team by providing client onboarding support and resolving issues throughout the client lifecycle.
Act as a critical bridge between back office clientfacing teams compliance and portfolio management teams.
Assist with the generation of recurring clientfacing reports including quarterly statements CRM2 and tax packages.
Become a subject matter expert (SME) on internal systems such as advisor platforms Salesforce and other tools.
Provide support for internal process tracking issue resolution and escalations for Relationship Managers and clientfacing teams.
Process Improvement
Drive process improvement initiatives within the Private Wealth business identifying opportunities for increased efficiency and eliminating waste.
Support the development and documentation of endtoend operational workflows.
Collaborate on the agile integration of new technology solutions.
Data Management
Ensure the integrity and accuracy of data across internal systems such as the CRM platform custodian system and other tools.
Contribute to the development and maintenance of internal reporting including dashboards SLA tracking and issue resolution metrics.
Process Documentation
Collaborate with the Product Owner to craft and maintain clear userfriendly process documentation for internal stakeholders.
Support change management efforts for new technology deployments and integrations within the department.
What Were Looking For
Completion of a university degree or equivalent work experience
3 years of direct operations experience in wealth management industry 5 years of relevant experience in total preferably in the financial services industry.
Risk and change management experience is an asset.
Experience supporting technology integration efforts.
CFA CPA/CA or additional designations/certifications is a nice to have
What You Will Bring
Client experience mindset and a passion for driving change.
Excellent communication skills with an ability to articulate medium to complex issues to a variety of audiences clearly and succinctly.
Quick learner and solutionsoriented problem solver
Experience with middle and backoffice operations procedures and policies.
Excellent analytical skills with a strong ability to apply them to solve complex problems.
Data driven decision making abilities.
Innovation: Ability to challenge conventional thinking and drive development of innovative operational processes.
Unique skills in identifying pain points recommending improvements and implementing value driven solutions.
Results oriented strong sense of accountability delivering on key priorities and sustaining momentum post implementation.
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
Required Experience:
Senior IC
Employment Type
Full-Time
