Operational Support for Advisors at Fidelity (Winnipeg)

Operational Support for Advisors at Fidelity (Winnipeg)

21 Aug
|
Fidelity International
|
Winnipeg

21 Aug

Fidelity International

Winnipeg

Enhance advisor effectiveness as an Operational Support Manager at Fidelity in Toronto, Canada. This hybrid role requires keen operational judgment and effective stakeholder management.

As part of the Advisor Experience team, you'll be essential in providing high-touch support to Fidelity Wealth Advisors. Your role will involve responding to escalations and coordinating with various internal teams to ensure optimal advisor operations.

Key Responsibilities: • Serve as the main contact for advisor operational support • Collaborate with Compliance and Operations teams • Provide clarity on internal workflows and processes • Help advisors resolve client and operational issues • Track and report on recurring operational themes

Requirements: • 3+ years of experience in wealth management or advisor support • Solid understanding of advisor business models • Proven success managing complex escalations • Solid communication and decision-making abilities • Resilient under pressure with strong problem-solving skills

Utilize your operational expertise to create a seamless advisor experience with Fidelity. #J-18808-Ljbffr

📌 Operational Support for Advisors at Fidelity (Winnipeg)
🏢 Fidelity International
📍 Winnipeg

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