Strategic Account Manager - Dental

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. 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. Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.Reporting into the Strategic Account Management, VP, the Strategic Account Manager will be the central point of contact and relationship lead for an assigned group of FCC Clients. This role will support FCC’s holistic relationship model acting as a strategic liaison between the various FCC departments and our partners. At FCC, we help our clients thrive by assisting them in growing their business, more effectively meeting their customer needs and enhancing operational efficiency and profitability. This role will act as the strategic point of contact and serve as the primary point of accountability for the creation of long-term, mutual value and growth with FCC’s clients. Utilizes performance metrics and executive reporting to analyze, understand and present operating trends to the client, in a way that creates efficiencies for the organization and the client. Supported as needed by Sales and Relationship Manager from contract and negotiation perspective. Develop and successfully execute account management plans for an assigned group of clients. Provide proactive consultation and practice management solutions to clients, uncovering opportunities to gather additional assets. Use consultative approach to identify opportunities to accelerate partner’s business in terms of asset growth, efficiency, and profitability. Collaborate with Sales Team to coordinate sales process for services and products to existing clients as required. Execute platform adoption goals in collaboration with the client partners to increase efficiency of client interactions and FCC’s service. Increasing the adoption rates of FCC products and services among assigned client base. Updating the client/partner on new initiatives, products or services at FCC that are not being leveraged by client. Proactively identify client's priorities and acts as a 'product and service' identifier, finding opportunities to align with the client and their business. Through insights to our business identifying opportunities to support clients more efficiently for them and FCC including adding or decommissioning services, processes or products. Analyze data to identify priorities, decisions and create a point of view to share with clients to Initiate strategic business conversations. Manage the resolution of larger service issues or escalations, driving them to satisfactory outcome for the client and FCC. Mobilize and align multi-functional FCC teams to support strategic client. Ensure clients receive the appropriate levels of service. Stay informed of critical operational, technology or compliance issues that impact clients. Proven success managing relationships with demanding and complex clients in capital markets. Broad capital markets and wealth management business and technology knowledge. Strong financial, business and data analysis acumen. Strong project management skills with ability to effectively navigate across organization to get work accomplished on behalf of client and FCC and facilitate the efforts of a cross functional team. Client centric mindset and passion for helping clients grow their business “thinking like a client”. Commitment to client service excellence. Appreciation for time sensitive nature of capital markets’ stakeholder interactions; ability to effectively communicate technical material to non-technical users. aptitude for probing and uncovering underlying technical issues and business constraints when dealing with problems. 5+ years of experience in a client relationship or similar role within the brokerage / capital markets industry. Experience with retail and institutional broker market and Portfolio Manager space. University Degree - Business, Finance (Science or Engineering also acceptable with the relevant experience in Financial Services industry) or equivalent work experience. Canadian Securities Course (CFA or working towards it, is considered an asset). 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 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 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 $176,000 based on experience and qualifications 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 as well as an AI screening tool that assists in screening and assessing applications. 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. 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. Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. Canada's Top Employers for Young People Best Workplaces for Inclusion Best Workplaces for Today's Youth Best Workplaces for Women Best Workplaces in Financial Services & Insurance Human Resource Director (HRD) - Best Place To Work HRD - 5-Star Diversity & Inclusion Employer TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting Canadian HR Reporter's Most Innovative HR Team #