Job Description

Posting: Strategic Account Manager

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

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 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 long-term, mutual value and growth with FCC’s clients.  This role supports FCC’s 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 C-Suite 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 cross-selling 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 partner’s 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 FCC’s 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 client's 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 in-depth 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 multi-functional 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 non-technical 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.

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 

• Best Workplaces for Inclusion 

• Best Workplaces for Mental Wellness   Best Workplaces for Today's Youth 

• Best Workplaces for Women 

• Best Workplaces in Financial Services & Insurance 

• Best Workplaces in Ontario 

• Best Workplaces with Most Trusted Executive Teams

 Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 
  
•    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 

Designations

• A Canadian Compassionate Company
• Great Place to Work (Dec 2022 - Nov 2023)
• Best Workplaces for Women 2023 by Great Place to Work