Director IS Transfer Agency and Workflow Systems Development
Fidelity Canada
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Benefits offered by this job
Job summary
Fidelity Canada seeks a Director, IS Transfer Agency and Workflow Systems Development to lead development and modernization of Fidelity Investment Canada Transfer Agency systems (AXIS, NEXUS) and supporting workflow applications. The successful candidate will articulate and execute advanced technology solutions, applying AI to enhance business outcomes and client servicing.
They will drive engineering practices, cybersecurity awareness, and strategic planning across teams.
Qualifications
- Bachelor’s Degree or equivalent working experience.
- 10+ years in an operational role with experience in Transfer Agency and/or Workflows.
- 5+ years in a leadership role within IT or equivalent role in Operations.
- Experience in the mutual fund industry is a strong asset.
- Experience working with FundServ is an asset.
Responsibilities
- Lead group of managers and scrum teams responsible for development.
- Manage department budgets, resourcing capacity and vendor relationships.
- Create department strategic plans and roadmaps and oversee progress.
- Incorporate AI, automation and emerging technologies into roadmaps and execution.
- Align technology services with business goals in coordination with IS Directors & Managers.
Skills
Education
Job description
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.
Current work authorization for Canada is required for all openings.
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 Director, IS Transfer Agency and Workflow Systems Development is accountable for the development, modernization, and support of Fidelity Investment Canada Transfer Agency systems (AXIS, NEXUS) and supporting workflow applications.
The successful candidate is a forward-looking technology leader who can articulate and execute leading edge technology solutions, including the practical application of artificial intelligence, to enhance business outcomes and client servicing capabilities.
They are an enterprise thinker with the ability to lead effectively at both strategic and tactical levels, embedding strong engineering practices, disciplined delivery execution, and cybersecurity awareness into how teams operate day to day.
They will leverage their extensive industry and leadership experience to:
- Lead group of managers and scrum teams responsible for development
- Manage department budgets, resourcing capacity and vendor relationships
- Create department strategic plans, technology and process improvement roadmaps and oversees the progress.
- Incorporate AI, automation, and emerging technologies into strategic roadmaps and execution plans to improve efficiency, scalability, and decision-making
- Participate in IS division strategic planning and implementation of new technologies and modern solutions, working closely with Information Systems Directors & Managers and Business Partners to align technology services with business goals.
- Ensure adoption of modern engineering practices (e.g., automation, DevOps, secure-by-design) across teams
- Oversee and lead continuous improvements of teams’ development and production support processes, and tracks the adherence to defined KPIs and department, IS and organizational goals
- Maintain diligent oversight of project advancements, team’s responses to production incidents and expedited requests, and leads his/her teams in excellent communication with all parties
- Bachelor’s Degree or equivalent working experience
- 10+ years in an operational role with experience in Transfer Agency and/or Workflows
- 5+ years in a leadership role within IT or equivalent role in Operations
- Experience working within the mutual fund industry is a strong asset
- Experience working with FundServ is an asset
- Excellent verbal, written and presentation skills.
- Strong management, interpersonal and diplomatic skills required to communicate with senior management across the organization.
- Excellent Financial industry knowledge, especially for Transfer Agency services
- Proven knowledge of the development methodology with practical experience in the development life cycle.
- Strong understanding of modern engineering practices, including automation, DevOps, and inclusion of AI in the SDLC.
- Demonstrated team leadership skills
- Strategic planning skills and the ability to influence others.
- Ability to balance innovation with execution discipline, ensuring new technologies are delivered in a controlled, scalable, and business-aligned manner.
- 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% employer-paid premiums, that include up to $6000 annually for mental health services and therapy
- Parental leave top-up 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 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.
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.
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 FidelityCanadaStaffing@fidelity.ca.
We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
We are proud to be recipients of the following:
- Canada’s Top 100 Employers
- Greater Toronto’s Top Employers
- Canada’s Top Family-Friendly Employers
- 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
- LinkedIn Top Companies in Canada
- Human Resource Director (HRD) - Best Place To Work
- HRD - 5-Star Benefit Program
- 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
- Canadian HR Reporter’s Most Innovative HR Team
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