Job Title

Job Description Company Overview At Fidelity, weve 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 were 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 youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best - both personally and professionally. The Opportunity We are building the future of discretionary wealth management in Canada. As Director of Managed Accounts , you will play a pivotal role in shaping and scaling Fidelitys discretionary investment platform. You will recruit, inspire, and lead a high-performing team to design and deliver cutting-edge discretionary investment solutions that set new industry standards. The long-term objective is to position Fidelitys discretionary investment platform as a core pillar of the firms long-term business success. You will collaborate across business units and harness the full strength of Fidelitys global research and investment capabilities. Your work will directly impact how we serve high-net-worth clients and advisorstoday and for decades to come. Success in this role requires working cross-functionally with product, technology, compliance, and distribution teams to create innovative, client-centric solutions. You will help transform portfolio management operations through scalable, AI-enabled, and data-driven technologies that enhance advisor productivity and client outcomes. The ideal candidate will bring exceptional business acumen, strong analytical and communication skills, and a passion for building scalable, data driven solutions that support the long-term growth of our wealth management business. What Youll Do Develop and Lead Discretionary Investment Solutions Design and oversee the creation of innovative discretionary investment strategies tailored to the needs of mass-affluent and high-net-worth clients, leveraging Fidelitys research and investment capabilities. Maintain capital markets research and ongoing analysis to provide effective leadership and portfolio based insights. Drive Technology-Enabled Portfolio Management Collaborate with technology and data teams to implement scalable, data-driven tools that streamline portfolio construction, monitoring, and reporting. Develop a sustainable pipeline of major tech-enabled solutions within a specified timeline, with a clear long-term roadmap. Collaborate Across Business Units to Align Strategy Work cross-functionally with product, distribution, compliance, and operations teams to ensure business requirements of discretionary offerings are understood in the broader context of Fidelitys growth objectives. Successfully integrate of discretionary solutions into Fidelitys Wealth and Private Wealth platform. Champion Internal & External Thought Leadership Position Fidelity as a leader in discretionary wealth management through internal/external thought leadership, client education, and market engagement. Build relationships internally that champion market differentiating wealth management capabilities Build and Manage a High-Performing Investment Team Recruit, develop, and lead a team of investment professionals to execute on the discretionary strategy and support emerging business lines. Align team performances with long-term business objective and project milestones. What Were Looking For 7 years of relevant work experience Bachelors degree with a concentration within business administration, finance, economics or another related field or equivalent work experience Significant exposure to portfolio management, trading, compliance and/or investment operations for an asset manager or related entity Analytical/programming experience Advising Representative Ontario Securities Commission (OSC) is a must have requirement CFA or CIM is a minimum requirement Previous experience in a similar investment operation and or portfolio services role is nice to have Experience as portfolio trader or similar investment operations and portfolio services role is an asset What You Bring Proven strength in coaching/employee development Exceptional communication skills, analytical and technical knowledge; ability to articulate complex scenarios clearly and succinctly. Networking and collaborating: build and sustain meaningful relationships with key stakeholders in order to achieve the goals of the group Innovation: willing to take risks and challenge the conventional wisdom to build products, services and channels Drive for results: take accountability to deliver on the key priorities of the group; build a clear plan to ensure success Experience working with complex software applications in the financial services industry that support portfolio management, trading, and compliance e.g., DataPhile, Harmony, Bloomberg, etc. Excellent knowledge of product structures and investments covering multiple asset classes(equity, fixed income, alternative funds) Proactive and decisive leader with the ability to take a big-picture view and identify priorities to drive forward key initiatives Strategic thinking and ability to orchestrate use of business analytics for decision making Strong business acumen and ability to demonstrates big picture understanding of business, interrelationships, priorities Excellent time management skills and strong attention to detail 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 of25 weeks You will be working on a flexible hybrid schedule as part of Fidelitys 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 . 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 #J-18808-Ljbffr