Director Institutional Client Management

Job Description

About Us

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

The Institutional Distribution business provides a comprehensive range of flexible, high-quality solutions for Canadian institutional plan sponsors and their plan members. Through our team of sales, relationship management and consultant relations professionals, Institutional Distribution offers solutions for corporate and public defined benefit and defined contribution pension plans, endowments and foundations that cover major and specialized asset classes.

Your Opportunity

The Director, Institutional Client Management

will be responsible for the investment servicing, retention, and cross-selling to primarily defined contribution clients in Canada. Maintain and deepen relationships with senior executives, investment staff, and Investment Committees at the client level and investment consultants.  Using extensive technical knowledge of investments, operations, and the capital markets, keep clients informed on Fidelity’s investment capabilities and strategies and help build Fidelity’s brand awareness and reputation in the market.  Identify new sales opportunities and create solutions with existing clients.

The role is based in Toronto and will require approximately 15% travel, primarily across Canada but also occasionally the United States.

What You Will Do

• Ensure that accurate and comprehensive reporting is delivered to clients in a timely manner and that ad hoc requests are responded to.   
• Conduct investment review meetings with clients.
• Direct and ensure that clients receive appropriate levels of service, including meetings, reporting, and thought leadership.
• Create and update account management plans focused on implementing the client service model, client retention and cross-selling. 
• Partner with the sales team, the consultant relations team, the product team, and the investment teams globally to maintain and grow our institutional business.

What We’re Looking For

• A minimum of 8 years of experience in the financial services industry
• 4-year University Degree, preferably in commerce, business, finance or economics or equivalent work experience
• Bilingual proficiency (verbal and written) in both French and English is required
• MBA, MSc (Finance), CFA or equivalent experience preferred
• Previous registration as a dealing rep, associate advising rep, or advising rep with relevant securities commissions preferred.

What You Will Bring

• Strong knowledge and experience in the CAP or DC market in Canada, in roles with a money manager, an investment consulting firm, or an insurance company with DC recordkeeping capabilities.
• Strong investment management knowledge with the ability to communicate and present confidently complex information with clients particularly in investment review meetings.
• Deep understanding of institutional money managers, investment consultants, and the institutional industry. 
• Previous experience working as a Fund Analyst or a similar technical role
• Excellent account management skills and client-centric focus with the ability to define problems and create appropriate solutions. 
• Proven success managing and developing institutional relationships, including the retention of clients and cross-selling. 

Fidelity Benefits and Perks!

·         Competitive total compensation package

·         Opportunity to participate in Fidelity profit-sharing program

·         Company contributes into your RRSP, without a matching requirement from you

·         Health benefits and coverage, with no requirement for employee paid premiums, including up to $5000 for therapy

·         Health Care Spending Account

·         TELUS Health Virtual Care app

·         Health and Fitness Reimbursement

·         Up to $650 for home office equipment

·         Generous time off policy

·         2 paid days annually to volunteer

·         Access to over 11,000 training and development courses

·         Tuition reimbursement

·         Monetary awards for completing a required designation

·         Annual dues reimbursement for professional designations

·         Pregnancy/Parental/Adoption Leave - Fidelity will top-up to 100% of your salary for a period of 25 weeks

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

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 FidelityCanadaStaffing@fidelity.ca.

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