Estates Team Manager at Fidelity

Lead the Estates team at Fidelity Canada in Toronto with a focus on estate processing excellence. Manage operations while ensuring empathetic client interactions and regulatory compliance on a flexible hybrid schedule.

In this Team Manager role, you will oversee daily estate operations and team management at Fidelity Clearing Canada, located in Toronto. Your expertise will drive timely handling of estate accounts, asset distribution, and adherence to SLOs. Collaborate closely with other teams and provide leadership in complex situations to enhance the client experience.

Key Responsibilities:

• Oversee estate case processing, ensuring documentation accuracy

• Manage workloads for timely estate account completion

• Review associates' work to identify trends and errors

• Implement process improvements for enhanced client experiences

• Lead complex case resolutions and client escalations

Requirements:

• University degree or equivalent experience required

• 3+ years in Financial Services industry

• 3–4 years in operations or customer service experience

• Background in estate workflows preferred

• Proven leadership skills in developing teams

Drive excellence in estate processing and make a meaningful impact at Fidelity Canada.
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