Institutional Client Transition Manager
Fidelity Canada
Lead institutional client transitions at Fidelity Canada with project management and stakeholder coordination on a flexible hybrid schedule in Toronto.As Client Transitions Manager, you will oversee complex onboarding, mandate implementation, asset funding, and account restructuring initiatives. You will coordinate Investment Management, Operations, Legal, Compliance, Product, Technology, custodians, consultants, and other stakeholders. The position supports institutional accounts across defined benefit, defined contribution, corporate, endowment, foundation, sub-fund, and sub-advised mandates.Key Responsibilities:
Lead institutional onboarding, transitions, funding events, and mandate implementationsDevelop project plans with timelines, milestones, risks, and communicationsCoordinate account setup, operational readiness, trading, settlement, and cash movementsFacilitate meetings, track actions, and drive issue resolutionPrepare implementation summaries and complete relationship handoffsRequirements:
Five to seven years in financial services or related fieldsEnd-to-end institutional onboarding and transition leadership experienceBachelor's degree in Business, Finance, Economics, or related disciplineKnowledge of Canadian institutional investments and investment productsStrong organization, analysis, communication, and stakeholder management skillsBring institutional implementation, risk management, and cross-functional leadership experience to Fidelity Canada’s client transitions team.
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Lead institutional onboarding, transitions, funding events, and mandate implementationsDevelop project plans with timelines, milestones, risks, and communicationsCoordinate account setup, operational readiness, trading, settlement, and cash movementsFacilitate meetings, track actions, and drive issue resolutionPrepare implementation summaries and complete relationship handoffsRequirements:
Five to seven years in financial services or related fieldsEnd-to-end institutional onboarding and transition leadership experienceBachelor's degree in Business, Finance, Economics, or related disciplineKnowledge of Canadian institutional investments and investment productsStrong organization, analysis, communication, and stakeholder management skillsBring institutional implementation, risk management, and cross-functional leadership experience to Fidelity Canada’s client transitions team.
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Vacancy posted 1 hour ago
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