You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
Current work authorization for Canada is required for all openings.
Who We Are
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
Fidelity Managed Accounts is bringing the full strength of the Fidelity Product team to our Private Wealth and Wealth clients. That means combining our world class research, investment management expertise, and technology to help our clients accomplish their wealth goals.
As a privately held company, we’re able to take a big-picture, long-term view of the world and its markets. This gives us the opportunity to provide unique insight to our clients, extensive thought leadership to the marketplace and uncommon opportunities to our employees.
The Fidelity Managed Accounts team will provide discretionary investment management services to Fidelity Private Wealth, Fidelity Wealth and other emerging channels.
Reporting to the Director, Product Operations, the Product Operations Manager, Managed Accounts is the product operations lead for the implementation of new funds and solutions, fund changes and enhancements, and fund mergers and terminations. The Product Operations Manager Managed Accounts will work closely with all stakeholders in Canada, U.S. and global sites, including legal, finance, operations, fund accounting, and portfolio management.
How You’ll Make an Impact
- Product Lead for the implementation of new funds, solutions & services
Responsible for the product brief, a central reference guide used to provide product information to our partners at FIC, FMR, FIL, FFIO, FIAM
Responsible for developing the operational structure of new products, considering feedback from FIC Operations, Fund Accounting, Portfolio Managers and other key stakeholders
Working with the Project Manager and Legal, develop project plan that identifies all deliverables, timing, ownership and risks
Coordinate working committee with Project Manager, including the identification of key stakeholders, feedback on agenda & updates, and problem resolution for product-related issues
Coordinate seed capital request documentation if required
Key liaison with U.S. operational stakeholders-Responsible as the Product Lead for Fund Restructuring and Enhancements
-Assist with various Portfolio Manager Functions as it relates to operations for New Fundings, Fund Restructuring, Enhancements, Mergers and Terminations
Product Operations Lead for the implementation of SMA changes including initial fundings, restructures, rebalancing, benchmark changes, mergers, terminations and Portfolio Manager changes
Key liaison with Portfolio Managers and Portfolio Services Group, regarding the implementation plan, including their input, approval, and ongoing communication leading up to the event
Working with the Product Implementation Manager, the Project Manager and Legal, provide key inputs to develop the project plan including deliverables, timing, ownership and risks
Coordinate working committee with Project Manager, including the identification of key stakeholders, feedback on agenda & updates, and problem resolution for product-related issues
Product lead with external vendors, such as Broadridge
Assist in the coordination any events, such as a Unitholder Meeting & Vote, and arrange for subject matter experts to help support events (corporate affairs, events, legal, etc.)
- Team Coverage and Mentorship
When required the Product Operations Manager Separately Managed Accounts will cover any team member absenteeism and assist with ensuring all of the deliverables for any product launches or restructuring/mergers are have been met and all deadlines for the events are met.
Act in a leadership role and mentor the other members of the team
What We’re Looking For
Completion of a University degree or equivalent work experience
5+ years mutual fund/investment industry experience (including a minimum of 2 years with a focus on mutual fund operations or product development)
Ability to build strong relationships and work with Fidelity groups around the global
Strong oral and written communication skills
Great organizational skills and ability to prioritize and multitask
Excellent attention to detail
Ability to adapt quickly and easily to a changing work environment
Total Rewards That Reflect Your Impact
We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.
For this role, your total rewards include:
Base Salary and Discretionary Performance Bonus: A competitive annual range of $109,000 to $158,000 based on your experience and qualifications.
RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.
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 FidelityCanadaStaffing@fidelity.ca.
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