Manager Sales Expense Administration

Fidelity Canada

Toronto, Canada
Base: $65,000 to $100,000; bonus/equity: eligible ...
Hybrid
Sales expense processing
Client relationship management platforms
Business entertainment and workplace gift rules
The Manager Sales T&E is responsible for ensuring that all travel and entertainment for the Sales Team is entered into expense processing and client relationship management platforms in a timely and accurate manner

Job Summary

  • The Manager Sales T&E is responsible for ensuring that all travel and entertainment for the Sales Team is entered into expense processing and client relationship management platforms in a timely and accurate manner.
  • You will manage a team of Sales T&E Analysts, train them on relevant rules, and build effective relationships with the Sales Team to ensure efficient operations.
  • Fidelity offers a competitive compensation package including base salary, performance bonus, and RRSP contributions, alongside opportunities for career growth in an inclusive environment.

Matching Summary

The Manager Sales T&E is responsible for ensuring that all travel and entertainment for the Sales Team is entered into expense processing and client relationship management platforms in a timely and accurate manner.

Salary

Base: $65,000 to $100,000; Bonus/Equity: Eligible for discretionary bonus; Benefits: RRSP contribution after 6 months

Skills & Requirements

Must-have

  • Sales Expense Processing
  • Client Relationship Management Platforms
  • Business Entertainment and Workplace Gift rules
  • National Instrument 81-105
  • Manage T&E Admin Team
  • Build relationships with Sales Team

Nice-to-have

  • Proactive issue identification
  • Process improvement and implementation
  • Cross-functional communication
  • Global team liaison

Key Requirements

  • Minimum 5 years' experience managing people
  • Understanding of National Instrument 81-105
  • Financial services/mutual fund industry experience is an asset
  • Canadian Securities Course or Canadian Investment Funds Course completion is preferable
  • Post secondary degree or equivalent work experience

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter