Description
Current work authorization for Canada is required for all openings.
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.
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
Please note:
This is a CONTRACT opportunity, ending on Sept 1st, 2027.
Who We Are
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 the Canadian brokerage arms of U.S.
-based firms.
For more information about Fidelity Clearing Canada, please visit:
How You’ll Make an Impact
The Team Manager, Estates leads a specialized team responsible for the processing and administration of estate-related accounts and requests. This role oversees the day-to-day operations of the Estates team, ensuring timely and accurate handling of estate accounts, including account transitions, documentation review, asset distribution, and regulatory compliance.
You will play a critical role in ensuring service excellence during sensitive client situations, balancing operational efficiency with empathy and care. Processing volumes across all queues and Service Level Objectives (SLOs) must be achieved while maintaining strict adherence to regulatory and risk requirements.
This role will build deep expertise within estate processing while collaborating closely with other operational areas such as Transfers, Registered Products, and Client Services where estate-related work intersects.
Key Accountabilities
Estates Operations Management
Oversee daily estate processing activities, including documentation review (e.g., wills, probate, letters of direction), account closures, and asset distributionsManage workloads across queues to ensure timely completion of estate cases in accordance with SLOsReview transactions completed by associates to ensure accuracy and identify trends, errors, or process gapsProvide subject matter expertise in estate processing, including regulatory and tax considerations impacting estate accountsIdentify and implement process improvements to streamline estate case handling and enhance client experienceLead escalation handling and complex case resolution involving estate disputes, incomplete documentation, or sensitive client situationsCompliance and Risk Management
Ensure all estate processing adheres to regulatory requirements, including tax reporting, documentation standards, and audit expectationsOversee risk exposure related to estate disbursements, ensuring proper controls and approvals are followedAssist in developing and maintaining supervisory procedures specific to estate processingSupport internal and external audits related to estate activities and ensure timely remediation of findingsIdentify financial, operational, or regulatory risks within estate workflows and escalate appropriatelyPeople Management
Lead, coach, and develop a team of estates operations associatesSet clear performance expectations aligned with business goals and service standardsProvide ongoing coaching, particularly in handling complex and sensitive client interactionsEnsure team members are trained on estate-specific processes, regulatory requirements, and systemsFoster a culture of accountability, empathy, and accuracy within the teamEnsure employees understand Fidelity’s values, policies, and proceduresBusiness & Project Contribution
Provide input into resource planning based on estate processing volumes and trendsAct as a subject matter expert on estate-related initiatives, including process enhancements or system changesParticipate in projects involving estate workflow improvements, client conversions, or regulatory updatesSupport implementation of new services or procedures impacting estate accountsWorking Relationships
Collaborate with internal teams (Transfers, Registered Products, Client Services, Risk, Legal) to resolve estate-related issuesWork closely with advisors, broker partners, and…
