Team Manager Wealth Support
Core
Lead a team of associates to oversee client onboarding, servicing, and advisor support while actively engaging in day-to-day operations and resolving high-priority client escalations.
Role type
Senior Team Manager (Wealth Support)
Builds
Client service operations and advisor support workflows for Fidelity's Canadian investment portfolios
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Team leadership, client onboarding management, trade execution compliance, risk management, process improvement, audit coordination, mentorship, regulatory compliance knowledge
Preferred skills
CIRO registration, CSC/CPH/WME certifications, LLQP/CLU/CFP designations, experience with Unifide/Broadridge/Portfolio Aid, bilingualism (English/French)
Technologies
Unifide, Broadridge/Dataphile, Portfolio Aid
Responsibilities
Oversee escalations and client concerns, enhance performance and compliance processes, implement operational efficiencies, manage risk and regulatory compliance, coach and mentor staff, develop business process manuals, liaise with risk/audit/legal, process investment trades, coordinate advisor onboarding
Seniority
Senior, hands-on IC with team leadership