Job Description

Client Configuration Manager

Current work authorization for Canada is required for all openings.

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

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.

Business Overview

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

The Client Configuration manager is responsible for all aspects of configuring a new IB or PM onboarding to FCC. This includes setting up the new client’s environment and all related set ups and configuration of the FCC products & tools offered to clients. This role works very closely with the FCC Product and Technology teams. This role requires a strong learning and understanding of the main books and records tool used by FCC and how FCC applications are linked to it.

What You Will Do

• Setting up the IB on Dataphile and corresponding components (test environments & production).
• Setting up books & records configuration.
• Understanding IB level and firm level configuration.
• uniFide platform firm configuration.
• Understanding the dependencies between the application and the books and records system.
• Working with client support on user set ups.
• Working with the appropriate internal teams to setting up client reporting components (statements, confirms, proxies, logos).
• Setting up overnight reporting that is required by the client.
• Setting up standard suite of accounts type used for all clients as well as account types that cannot be loaded in an automated manner.
• Coordinating downstream testing with the client.
• Working with Application support team to ensure that appropriate vendors are set up, as required by FCC and the client.
• Understanding any product customization being done for the client and how that impacts the books & records system.
• Consulting with business partners to refine requirement and be able to explain outcomes.
• Other duties as required.

What We’re Looking For:

• Completion of a post-secondary education or equivalent work experience.
• Experience with Dataphile system would be a strong asset.
• Strong Knowledge in Microsoft Excel, Power Query.
• Minimum 3 years’ experience with configuring web applications.
• Minimum 3 years’ experience with version/configuration documents.
• Minimum 3 years’ experience with a brokerage books and records system.
• Experience with Salesforce, Jira or Appian would be an asset.

The Expertise You Bring:

• Ability to analyze technical requirements and documentation.
• Ability to work with cross-functional teams.
• High attention to detail.
• Solid understanding of the Canadian brokerage industry in both the retail and institutional segments.
• Strong analytical & organizational skills.
• Outstanding verbal, and written communication skills.

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 [email protected].

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 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's 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 Today's 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 - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    Canadian Compassionate Companies – Certified 
•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 
•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 
•    Canadian HR Reporter's Most Innovative HR Team