Client Transitions Manager

Note
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.
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.
Business OverviewFidelity Canada Institutional™ (FCI) is focused on developing solutions to serve the investment needs of Canadian institutional investors including corporate and public plans, endowments, foundations, and other institutions as well as international investors. Our goal is to deliver original insight, tailored access, and a diverse product lineup. The team is comprised of sales, client management, consultant relations, and products & marketing professionals.
Job DescriptionThe Client Transitions Manager is responsible for overseeing institutional client transitions across Defined Benefit, Defined Contribution, Corporate, Endowment, Foundation, Sub Fund, and Sub‑Advised accounts. Acting as the primary contact for internal and external stakeholders, the role ensures smooth transitions, account restructuring, and ongoing enhancements.
The successful candidate will lead complex institutional client onboarding and transition initiatives from inception through completion, managing all aspects of implementation, funding, account set up, and transition‑related activities. Responsibilities include developing and executing detailed implementation plans, coordinating cross‑functional stakeholders, identifying and mitigating risks, and driving initiatives to successful outcomes within established timelines. The role partners closely with Investment Management, Operations, Fund Treasury, Fund Accounting, Legal, Compliance, Product, Technology, Relationship Management, custodians, consultants, record keepers, and transition managers to ensure seamless client implementations and transitions from mandate award through implementation and handoff to ongoing relationship management.
The ideal candidate will possess exceptional implementation, organizational, and stakeholder management skills, with demonstrated experience leading end‑to‑end institutional client implementations, asset transitions, and onboarding initiatives. This individual will be a proactive, detail‑oriented professional with the ability to synthesize complex information, navigate competing priorities, influence stakeholders, and drive accountability across multiple business functions. Success in this role requires the ability to thrive in a fast‑paced environment while managing multiple complex client onboarding and transition initiatives simultaneously and delivering a high‑quality client experience throughout the implementation lifecycle.
Institutional Client Transitions
Lead and manage institutional client onboarding, transitions, mandate implementations, and asset funding events across Defined Benefit, Defined Contribution, Corporate, Endowment, Foundation, Sub‑Advised, and other institutional mandates.
Serve as the primary point of contact for clients and stakeholders throughout the transition lifecycle, ensuring a seamless and coordinated onboarding experience.
Develop, maintain, and execute comprehensive internal and client‑facing project plans, including timelines, milestones, risk assessments, and communication plans.
Coordinate account set up, investment structures, and operational readiness across Legal, Compliance, Fund Treasury, Fund Accounting, Finance, Client Service, Investment Management, Product, and other business partners.
Facilitate transition meetings, lead discussions, track action items, and drive issue resolution to ensure key deliverables are completed on time.
Liaise with external stakeholders, including clients, custodians, consultants, record keepers, legal counsel, transition managers, and other service providers.
Manage trading and funding logistics associated with client onboarding, including cash movements, settlement coordination, account openings, and implementation activities.
Identify, assess, and mitigate operational, regulatory, and implementation risks throughout the transition process.
Develop and enhance onboarding processes, procedures, and controls to support evolving business and client requirements.
Prepare funding and implementation summaries and coordinate the formal handoff of relationships to Client Managers following successful onboarding.
Account Restructuring & Enhancements
Lead the implementation of account and investment mandate changes, including benchmark changes, portfolio manager changes, asset reallocations, pool restructurings, sub‑portfolio changes, account mergers, and account closures.
Create and execute project plans to coordinate implementation activities across multiple business functions, ensuring changes are accurately reflected across investment, operational, accounting, reporting, and investment platforms. This includes partnering with investment teams and stakeholders across Canada, the United States, and Europe to support the successful implementation of client mandates and account changes.
Ensure client objectives, operational requirements, and regulatory considerations are appropriately addressed throughout the implementation process.
Drive cross‑functional discussions and decision‑making to achieve successful outcomes within established timelines.
Ongoing Account Maintenance & Client Support
Coordinate the preparation, review, approval, and distribution of monthly, quarterly, and annual compliance certificates and client attestations.
Oversee annual policy mailings, regulatory notifications, and client communications, ensuring completion and appropriate record retention.
Provide backup support for institutional cash flow activity across pooled funds, separate accounts, sub‑advised mandates, sub‑funds, and record keeper platforms.
Partner with Client Managers and Operations teams to resolve complex servicing issues and support ongoing client requirements.
Monitor operational processes and identify opportunities to improve efficiency, controls, scalability, and client experience.
Maintain accurate client records, operational documentation, and implementation history.
Salesforce & System Enhancements
Partner with IS to prioritize and implement system enhancements that improve team efficiency.
Represent the team in cross‑functional projects, driving change and acting as spokesperson.
Communicate enhancements to institutional teams and stakeholders.
Gather requirements and coordinate training for the Distribution team.
What We Are Looking ForRequired Experience & Qualifications
Proven track record of leading end‑to‑end institutional client onboarding, implementation, and transition projects from mandate award through funding, implementation, and successful handoff to ongoing relationship management.
Demonstrated experience serving as the primary project lead for complex institutional client transitions, coordinating multiple internal and external stakeholders and driving projects to completion.
Hands‑on experience managing all phases of the onboarding lifecycle, including account set up, legal and compliance coordination, funding events, operational readiness, trading implementation, stakeholder communications, and post‑implementation support.
Minimum 5-7 years of experience within financial services, asset management, institutional investments, client onboarding, transition management, operations, or a related field.
Bachelor's degree in Business, Finance, Economics, or a related discipline;
Canadian Securities Course (CSC) is considered an asset.
Strong understanding of the Canadian institutional investment industry, including pension plans, endowments, foundations, insurance clients, and other institutional investors.
Solid knowledge of institutional investment products, including pooled funds, separate accounts, and alternative investment structures.
Demonstrated project management experience, with the ability to lead multiple concurrent initiatives and prioritize competing deadlines.
Experience working within large, matrixed organizations and navigating multiple stakeholder groups.
Skills & Competencies
Proven ability to lead cross‑functional initiatives and influence outcomes without direct authority.
Exceptional organizational skills and attention to detail, with the ability to manage complex projects from inception through completion.
Strong analytical, problem‑solving, and decision‑making capabilities.
Excellent verbal and written communication skills, with the confidence and credibility to engage senior stakeholders, consultants, custodians, and sophisticated institutional clients.
Ability to synthesize complex information from multiple subject matter experts and make sound recommendations that drive progress and decision‑making.
Self‑motivated, proactive, and comfortable working independently in a fast‑paced environment.
Commitment to delivering a high‑quality client experience and operational excellence.
Bilingualism (English/French) is considered an asset.
Preferred Experience
Experience leading institutional account restructurings, benchmark changes, manager transitions, fund mergers, and other complex implementation projects.
Experience with Salesforce, CRM platforms, workflow management tools, and process improvement initiatives.
Experience working with custodians, consultants, record keepers, transition managers, and institutional governance structures.
Total Rewards That Reflect Your ImpactWe 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.
Base Salary and discretionary Performance Bonus Total annual cash compensation (base salary plus target bonus) ranges from $127,000 to $164,000 based on experience and qualifications
RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
We offer market‑aligned rates that recognize the specialized skills and agility required for this role.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting is for an existing vacancy within our organization.
Some of the ways we’ll help you feel valued and supported as part of our team
Flexible working arrangements - 100% remote, hybrid, and in office options
Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
Comprehensive health benefits that start on your first day, with 100% employer‑paid premiums, that include up to $6000 annually for mental health services and therapy
Parental leave top‑up to 100% of your salary for a period of 25 weeks
Up to $650 for home office equipment
Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
Diversity and inclusion programs, including an active network of Employee Resource Groups
Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
Fidelity Canada is an equal opportunity employerFidelity 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 processFidelity 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 View email address on ca.hrm.tc.
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
Greater Toronto’s Top Employers
Canada’s Top Family‑Friendly Employers
Canada’s Top Employers for Young People
Great Place To Work® Certified
Best Workplaces for Inclusion
Best Workplaces for Mental Wellness
Best Workplaces for Today’s Youth
Best Workplaces for Women
Best Workplaces in Financial Services & Insurance
Best Workplaces in Ontario
Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
HRD - 5‑Star Benefit Program
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
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