Strategic Account Manager

Location: Toronto office at 483 Bay Street, moving to the Mississauga office at 3 Robert Speck Parkway in approximately late 2026. Flexible hybrid schedule; remote and in-office options are also available. Current work authorization for Canada is required.

Total annual cash compensation, including base salary and target performance bonus: CAD 127,000–176,000, depending on experience and qualifications.

Company

Fidelity Clearing Canada provides trade execution, clearing, custody, and back-office support services to Canadian brokerage firms and Canadian brokerage arms of U.S.-based firms.

What you will do

• Serve as the primary relationship lead and strategic point of contact for an assigned group of FCC clients, including C-suite stakeholders.
• Develop and execute account management plans focused on client retention, growth, cross-selling, and long-term mutual value.
• Use performance metrics, executive reporting, and data analysis to identify priorities and lead strategic business conversations.
• Drive adoption of FCC products and services while identifying opportunities to improve client efficiency, profitability, and service delivery.
• Coordinate with Sales and cross-functional FCC teams on negotiations, client needs, operational issues, and complex escalations.
• Maintain a detailed understanding of client businesses, brokerage operations, technology, compliance issues, and industry trends.

Requirements

• 5+ years of experience in client relationship management or a similar role within brokerage or capital markets.
• Proven success managing demanding and complex clients in capital markets.
• Knowledge of capital markets, wealth management, brokerage operations, and financial services technology.
• Strong financial, business, data analysis, project management, negotiation, and communication skills.
• Experience with retail and institutional broker markets and the Portfolio Manager space.
• University degree in Business, Finance, Science, or Engineering, or equivalent relevant experience; current Canadian work authorization is required.

Nice to have

• Canadian Securities Course or CFA qualification, or progress toward CFA.
• Knowledge of brokerage operations.

Culture & Benefits

• Flexible working arrangements with remote, hybrid, and in-office options.
• Employer-paid health benefits from the first day, including up to CAD 6,000 annually for mental health services and therapy.
• RRSP contributions after six months without an employee matching requirement.
• Parental leave top-up to 100% of salary for 25 weeks and generous paid time off.
• Home office equipment allowance of up to CAD 650.
• Professional development opportunities, tuition reimbursement, training courses, and support for required designations.