Director, Operational Excellence

Posted:
7/22/2024, 5:00:00 PM

Location(s):
Ontario, Canada ⋅ Old Toronto, Ontario, Canada

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Operations & Logistics

Workplace Type:
Hybrid

Job Description

This is a hybrid role with a mix of remote and in-office working

Current work authorization for Canada is required for all openings.

Company Overview

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.

The Opportunity

This role resides within the Finance & Corporate Services (“FCS”) department of Fidelity Canada. FCS provides various services across the organization including strategy support, executive and business unit finance support, business analytics, financial planning and analysis, corporate sustainability and corporate business initiatives. This operational excellence position will join the Fidelity Leadership Team and report to the Vice-President, Corporate Sustainability & Business Initiatives.

Fidelity Canada is seeking a seasoned leader in driving process and service excellence and a culture of continuous improvement. This leader will oversee the development of a new program and team that will leverage six sigma, client centric service design, process control, and other process excellence techniques to optimize operational processes, reduce risk, and enhance client experience.

What You Will Do

Operational Excellence Strategy & Management

  • Take a leading role in the development and ongoing management of an enterprise-wide operational excellence program for Fidelity Canada

  • Work with senior leadership to establish goals that satisfy the needs of the Executive Team

  • Maintain awareness of process improvement programs and initiatives in place at other Fidelity companies and align elements of Canadian program where appropriate

  • Develop and maintain a strong alliance with the Fidelity Canada Risk team to ensure a strong focus on risk reduction is an integral aspect of our program

  • Oversee the application of advanced analysis and techniques to monitor and assess key business processes to reduce risk, minimize error, maximize efficiency, and enhance customer experience

Client Centric Design

  • Work closely with client focused business units to ensure client centric service design is central to all operational models

  • Develop strong relationships with business partners across the organization to ensure operational excellence program is responsive to business needs and enhances client experience

  • Maintain expert knowledge of Fidelity’s businesses, customers, products and services. Continuously monitors for developments both internal and external that could impact processes or client experience

Technical Knowledge, Innovation, and Change Management

  • Instil a mindset of innovation to the organization providing constant focus and communication of emerging technologies and solutions to improve processes, efficiency, and mitigate risk

  • Develop an enterprise-wide change management mindset and lead the organization in the delivery of end-to-end organizational change that will cultivate operational excellence

  • Harness the available data around the firm and identify gaps where required data does not exist as part of cohesive strategy to use data to drive decision making on process reengineering and efficiency

  • Develop and maintain relationships with key resources in Business Analytics, Information Systems, and Operational teams

Lead and Develop Staff

  • Create a culture of operational excellence, innovation, and forward thinking within the team

  • Provide leadership that helps improve efficiency, effectiveness, professionalism and staff engagement

  • Set goals and effectively communicate priorities through regular feedback

What We’re Looking For

  • 8-10 years of operational excellence/process improvement experience within Financial Services or relevant industries

  • Demonstrated team leadership & people management experience

  • University degree or equivalent experience

  • Experience in Lean/Six Sigma Black Belt/Master Black Belt or other advanced operational efficiency disciplines is an asset

What You Will Bring

  • Proven track record in process reengineering and continuous improvement

  • Demonstrated ability to drive change and challenge the status quo

  • Excellent analytical and problem resolution skills

  • Outstanding project and program management skills

  • Strong networker with access to external network of key industry stakeholders

  • Confident, strong relationship builder with the ability to influence

  • Exceptional communication, leadership, facilitation, negotiation, and influence skills

  • Experience attracting, developing and retaining strong talent in a customer-centric organization

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
 

Fidelity Investments Canada ULC

Website: https://fidelity.ca/

Headquarter Location: Toronto, Ontario, Canada

Employee Count: 251-500

Year Founded: 1987

Last Funding Type: Private Equity

Industries: Finance ⋅ Financial Exchanges ⋅ Financial Services