Team Manager - Account Transfers

## Team Manager - Account Transfers Apply locations:
Toronto Office time type:
Full time posted on:
Posted Yesterday job requisition :
J69522#
** Job Description**
* ** Please note :
Your will be working on a flexible hybrid in office schedule as part of Fidelity’s Dynamic Working Arrangement.**
* ** Current Work Authorization 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.
** 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
** Based in Toronto, 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 registered Portfolio Managers.

For more information about Fidelity Clearing Canada, please visit
** Business Overview:
** The Team Manager, Accounts Transfers, manages a functional team of operations employees. This role manages the day to day operations of Accounts Transfers team ensuring processing volumes across all available queues and Service Level Opportunities (SLO) are met. This role is responsible for ensuring that Fidelity's brand and reputation is protected by adhering to Fidelity's compliance and risk framework.

The ideal candidate is a natural coordinator who has a strong sense of big-picture objectives and a sharp eye for detail.
*
* What You Will Do:

** 1. Operations management.
* Daily review of departmental activities
* Responsible for overseeing and assessing the daily workload of the respective operations team, to ensure accepted policies and procedures are adhered to, client needs are exceeded and that any risk to FCC or its client is mitigated.
* Provides functional area expertise, oversight, problem resolution, training, analysis, and reporting as required across a variety of group responsibilities.
* Works closely with the Account Transfer Manager on other special planning and departmental projects
* Oversee business practices in Account Transfers and improve them when necessary
2. Compliance and risk management.
* Develop and maintain supervisory procedures that are designed to strengthen regulatory and risk controls for assigned team.
* Participates in internal and external audit engagements;
* Accountable for identifying issues and risks (financial and regulatory); resolves where possible or escalates appropriately
3. People management.
* Provide regular coaching and feedback to help employees meet business objectives and enhance individual performance.
* Ensure employees understand the values, policies and procedures of Fidelity and their business unit.
* Ensure team receives the training on the skills and knowledge to proficiently perform the role.
* Ensure Employees have the necessary tools to perform and be successful at their job.
4. Provides input into business planning and resource planning
* Provides subject matter expertise and plays a project lead role in corporate and divisional projects and initiatives, including client onboarding.
* Ensuring a positive client experience from all business units.
5. Working relationships.
* Collaborates with other Operations Team Managers and senior management within the Operations Departments to resolve problems, enhance processes and seek the most efficient way in processing transactions
* Collaborate with external business…