Director, Client Integration

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 expertly.

Business Overview

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. Fidelity Clearing Canada’s core values for solution delivery are centered around transparency, leadership, and collaboration.

What You Will Do

• Lead the Integration team responsible for the asset and data conversion of new clients into FCC as well as clients leaving FCC.
• Guides the team through the methodology, set‐up, configuration, and platform implementation of the new client.
• Encourages team to develop strong relationships with FCC departments and keeps open lines of communication.
• Oversee the complete end to end process of an onboarding post sales from discovery, set‐up, configuration, business integration, asset and data conversion, reconciliation, and transition to day to day (as applicable to the particular onboarding).
• Work closely with the product, technology and operations teams to ensure that conversion and platform set‐up strategies are correctly interpreted and understood.
• Develop strong relationships with key partners across FCC to make recommendations and implement changes which will enhance the conversion process and prepare clients for a smooth transition experience.
• Work with internal partners to recommend improvements to business and technical processes to better support clients as they are set up on FCC’s digital platform.
• Assist the sales team as needed to support the sales process and closing of new clients.
• Ensure that the team is documenting and keeping current integration/onboarding processes and keeping appropriate back‐ups in line with audit processes.
• Create a performance culture which attracts and maintains high caliber staff and fosters their development to reach their potential.
• Risk Management ‐ Adherence to risk management practices ensure that new business integration is not adding undue risk to Fidelity.

What We Are Looking For:

• 7‐10 years’ experience in the Financial Services industry, including a minimum of 5 years within the brokerage industry.
• 5+ years of experience at the management level.
• Completed College degree or equivalent work experience.
• Knowledge or relevant experience with Dataphile, OSS\