Team Manager Insurance Operations

Location: Flexible hybrid schedule; work at 483 Bay Street in Toronto until approximately late 2026, then at 3 Robert Speck Parkway in Mississauga. Current work authorization for Canada is required.

Total annual cash compensation, including base salary and target performance bonus, ranges from $94,000 to $123,000 CAD based on experience and qualifications.

Company

hirify.global provides investment portfolios, wealth management services, and financial solutions for individuals and institutions, including Fidelity Wealth’s advisor-focused succession and wealth management service.

What you will do

• Design, build, and implement Fidelity Wealth’s Insurance Operations function, including its operating model, organizational structure, procedures, service standards, controls, governance, and performance metrics.
• Recruit, lead, coach, and develop Insurance Operations Associates and future operational support roles.
• Oversee new business processing, policy administration, underwriting support, policy changes, renewals, servicing requests, documentation, and pending-business pipelines.
• Support Insurance Specialists and Wealth Advisors and act as a senior escalation point for client, advisor, carrier, and MGA inquiries.
• Build relationships with insurance carriers, Managing General Agencies, and internal stakeholders across Compliance, Legal, Risk, Audit, Technology, Finance, and Operations.
• Manage operational risk, regulatory compliance, continuous improvement, and strategic initiatives supporting growth of the insurance business.

Requirements

• 5+ years of progressive experience in insurance operations, life insurance administration, wealth management, financial services, or a related field.
• Leadership experience recruiting, managing, coaching, and developing teams, including experience building teams or operational functions from inception.
• Deep knowledge of life insurance operations, policy administration, underwriting processes, insurance servicing, products, regulations, and industry practices.
• Experience working directly with insurance carriers, MGAs, and other insurance stakeholders.
• Experience designing operational processes, controls, governance frameworks, workflows, service standards, and operating models.
• Experience leading cross-functional initiatives involving operations, compliance, technology, and business stakeholders.
• Demonstrated experience managing operational and regulatory risks, process improvement, operational excellence, business transformation, project management, and change management.
• College degree in Business, Commerce, Finance, Insurance, Economics, or equivalent work experience.
• Bilingual English and French proficiency, verbal and written, is required.
• LLQP qualification or willingness to obtain it within a specified timeframe.
• Strong leadership, analytical, problem-solving, planning, decision-making, relationship management, and client-service capabilities.
• Ability to work in a fast-paced, evolving environment with an entrepreneurial mindset.

Nice to have

• Experience supporting advisor-based wealth management businesses.
• Experience implementing technology solutions, workflow automation, or digital transformation initiatives.
• Business analysis, project management, or operational excellence experience.
• Salesforce CRM or comparable platform experience.
• Experience supporting insurance business expansion or new product implementation.
• CLU, CHS, CFP, PFP, or PMP certification.

Culture & Benefits

• Flexible working arrangements based on role requirements and a people-centric, inclusive environment.
• Company RRSP contribution after six months, with no employee matching required.
• Health benefits from the first day with 100% employer-paid premiums, including up to $6,000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks and up to $650 for home office equipment.
• Generous time off, including two paid volunteer days annually, diversity and inclusion programs, and Employee Resource Groups.
• Professional development through more than 11,000 training courses, tuition reimbursement, and rewards for completing a required designation.

Hiring process

• Selected candidates will be contacted for an interview; no telephone inquiries or agency submissions are requested.
• Accommodation is available on request during the application process.