At a Glance
- Tasks: Enhance advisor operations and resolve client issues in a dynamic hybrid role.
- Company: Join Fidelity, a leader in wealth management with a supportive culture.
- Benefits: Enjoy a competitive salary, flexible work options, and career development opportunities.
- Other info: Thriving environment with opportunities for growth and collaboration.
- Why this job: Make a real impact by improving advisor experiences and operational efficiencies.
- Qualifications: 3+ years in wealth management and strong relationship management skills required.
The predicted salary is between 66150 - 80850 $ per year.
Become an Advisor Experience Manager with Fidelity, working a hybrid schedule in Toronto.
Your role will focus on enhancing advisor operations and resolving client issues swiftly and effectively.
This position at Fidelity demands a proactive individual with at least 3 years of experience in the wealth management sector.
You will coordinate communications between Wealth Advisors and internal teams, addressing operational challenges while identifying risks and trends.
Strong relationship management skills will be key to your success in this role.
Key
Responsibilities
- Serve as the go-to contact for advisors' operational support
- Manage escalations and complex advisor situations
- Liaise with various teams to ensure timely issue resolution
- Enhance advisor experience by identifying operational efficiencies
- Build solid, trusting relationships with advisors
Requirements
- University degree or relevant work experience
- 3+ years in wealth management or compliance roles
- Expertise in Canadian financial regulations and operations
- Ability to navigate high-pressure environments
- Effective prioritization and organizational skills
Leverage your operational excellence and relationship management skills to thrive as a key member of Fidelity's advisory support team. #J-18808-Ljbffr
Fidelity Hybrid Advisor Experience Manager in Toronto employer: Fidelity Canada
Fidelity is an exceptional employer that fosters a dynamic and inclusive work culture in Toronto, where innovation thrives in a hybrid environment. Employees benefit from comprehensive growth opportunities, including training on cutting-edge cloud technologies and collaboration on AI-driven projects, all while contributing to impactful solutions that shape the future of technology. Join us to be part of a team that values your expertise and encourages professional development in a supportive atmosphere.
