Strategic Account Manager

Fidelity Canada

. Serve as the central point of contact and relationship lead for an assigned group of FCC clients .

Posted 10/2/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$127,000 - CA$176,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex client relationships within capital markets, utilizing strong financial and data analysis skills to drive client retention and satisfaction. Proficient in developing strategic account management plans and collaborating across multifunctional teams to align services with client needs.

Highest-signal resume keywords

Client Relationship ManagementCapital Markets KnowledgeFinancial AnalysisProject ManagementConsultative Sales

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisBusiness AnalysisProject ManagementNegotiationPerformance MetricsAccount ManagementOperational EfficiencyTechnical CommunicationCross-Functional CollaborationClient Service Excellence

Soft Skills

Excellent CommunicationClient-Centric MindsetPrioritization SkillsCreativity in Problem Solving

Certifications & Qualifications

Canadian Securities CourseCFA

Industry Keywords

Brokerage OperationsWealth ManagementRetail Broker MarketsInstitutional Broker MarketsPortfolio Management

About the role

Key responsibilities & impact

Serve as the central point of contact and relationship lead for an assigned group of FCC clients
Act as a strategic liaison between FCC departments and client partners
Lead client relationships at the C-suite level
Act as the Client Champion/Advocate and Voice of the Client
Use performance metrics and executive reporting to analyze and present operating trends
Develop and execute account management plans
Drive client retention and identify cross-selling and additional asset-gathering opportunities
Provide proactive consultation and practice management solutions
Collaborate with Sales on services and product sales processes for existing clients
Execute platform adoption goals and increase adoption of FCC products and services
Communicate new FCC initiatives, products, and services to clients
Identify client priorities and align products and services with their business needs
Identify opportunities to improve efficiency, including adding or decommissioning services, processes, or products
Analyze data to identify priorities and initiate strategic business conversations
Develop and maintain in-depth understanding of assigned clients’ businesses through client interaction, industry research, and analysis
Manage resolution of major service issues and escalations
Mobilize and align multifunctional FCC teams to support strategic clients
Ensure clients receive appropriate service levels
Monitor operational, technology, and compliance issues affecting clients and escalate internally
Collaborate with FCC departments to understand and address client needs and challenges

Requirements

What you’ll need

Current work authorization for Canada is required
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
Consultative background with experience in negotiations
Strong project management skills
Ability to navigate across an organization and facilitate cross-functional teams
Excellent written and oral communication skills
Ability to present complex industry information clearly and concisely
Client-centric mindset and commitment to client service excellence
Strong prioritization skills in time-sensitive capital markets interactions
Ability to communicate technical material to non-technical users
Excellent analytical skills and ability to uncover technical issues and business constraints
Creativity in finding alternative solutions to business needs
5+ years of experience in a client relationship or similar role within the brokerage/capital markets industry
Experience with retail and institutional broker markets and the Portfolio Manager space
Knowledge of brokerage operations is preferred
University Degree in Business or Finance; Science or Engineering acceptable with relevant financial services experience, or equivalent work experience
Canadian Securities Course; CFA or working towards it considered an asset

Benefits

Comp & perks

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
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
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
Access to over 11,000 training and development courses
Tuition reimbursement
Monetary rewards for completing a required designation
RRSP contribution after 6 months of employment, with no employee matching required
Employee accommodations available during the application process