Senior Private Wealth Operations Analyst

Fidelity Canada; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated professional to enhance client support and operational efficiency within their wealth management services. This hybrid role offers a unique opportunity to collaborate with various teams, driving process improvements and ensuring data integrity. You will be instrumental in shaping the client experience and facilitating technology integrations, all while working in a supportive and inclusive environment. With a commitment to professional development and a focus on innovation, this role is perfect for someone passionate about making a real impact in the financial services industry.

Benefits

Flexible working arrangements

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Generous time off policy

Diversity and inclusion programs

Professional development opportunities

Qualifications

• 3+ years of operations experience in wealth management required.
• Strong analytical and communication skills needed for effective solutions.

Responsibilities

• Provide onboarding support and resolve client issues throughout the lifecycle.
• Drive process improvements and support technology integration efforts.

Skills

Client experience mindset

Analytical skills

Communication skills

Problem-solving

Data-driven decision making

Innovation

Education

University degree or equivalent work experience

Tools

Salesforce

CRM platform

Job description

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.

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.

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 big-picture, long-term 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 day-to-day 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 You’ll Make an Impact

Client Support

• Provide active support to the client-facing team by providing client onboarding support and resolving issues throughout the client lifecycle.
• Act as a critical bridge between back office, client-facing teams, compliance, and portfolio management teams.
• Assist with the generation of recurring client-facing 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 client-facing 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 end-to-end 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, user-friendly process documentation for internal stakeholders.
• Support change management efforts for new technology deployments and integrations within the department.

What We’re 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 solutions-oriented problem solver.
• Experience with middle- and back-office 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 we’ll 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% employer-paid premiums, that include up to $5000 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.

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 [e-mail].

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
• 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

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