Brittany Durisin
Toronto,ON
Summary
Dynamic and results-driven professional with extensive experience in financial services, specializing in relationship management, dealer operations and data analysis. Proven track record of fostering and maintaining strong relationships with key stakeholders, driving operational efficiency. Adept at navigating complex regulatory environments and leveraging industry expertise to provide innovative solutions. Seeking opportunities to leverage my diverse skill set and a strategic approach to and drive business growth and innovation in a dynamic and challenging environment.
Overview
6
6
years of professional experience
Work History
Dealer Relations Manager
Fidelity Investments Canada
Toronto
07.2023 - 05.2024
- Managed 50+ broker/dealers across the West Coast territory, cultivating relationships with key, senior contacts across operations, compliance, and product teams.
- Acted as the voice of the dealer in product development, process enhancement and policy reviews, providing solutions to dealer business problems related to Fundserv trading, Fidelity back-office processes and industry/regulatory compliance.
- Leveraged operational and industry expertise to deliver insightful presentations based on dealer reporting analysis, promoting Fidelity’s products and initiatives effectively.
- Spearhead dealer readiness campaigns for new fund launches, ensuring timely product approval and set up, aligning with dealer expectations and timelines.
- Orchestrated the successful execution of dealer events, offering dealer contacts with valuable opportunities for interaction, enhancing client experience and foster positive business interactions.
- Contributed as a member of Fundserv and Dealer Relationship Manager working group's, actively participating in industry initiatives and regulatory compliance efforts.
Data Relationship Manager
Morningstar Canada
12.2022 - 07.2023
- Oversaw relationships with Canadian Managed Investment Data stakeholders, including retail and institutional asset managers, data providers, and fund
- Served as the escalation point for data acquisition and validation issues, leveraging expertise in investment data points and collection methodologies.
- Led meetings to discuss data-related processes, identify gaps, and onboard new data sets.
- Monitored competitor behaviour and trends to inform strategic actions, leading to the creation of a Canadian model portfolio and SMA database.
- Collaborated cross-functionally to align data collection with product and workflow strategies.
Dealer Relations Specialist
Fidelity Investments Canada
04.2021 - 12.2022
- Handling of daily dealer inquiries, providing exceptional client experience to help maintain and build relationships with head office contacts.
- Analyzed dealer financial and non-financial trade statistics to identify areas of opportunity to push towards automation and digitalization
- Support the launch of Fidelity products and initiatives though Fundserv Testing, fund set-ups, and new fund approval submissions for dealer Product Review Committees.
- Regularly review processes and common dealer issues and based on dealer’s needs, identify areas of opportunity both internally and externally.
- Improved operational efficiency by collaborating with IS team on system enhancements, including an RPA process that reduced time and errors.
- Acquire and maintain knowledge of Fidelity products and services, dealer operations, and industry and regulatory compliance.
Client Relations Representative
Mackenzie Investments
09.2018 - 04.2021
- Utilized comprehensive knowledge of financial products and regulations to communicate trade processes to Advisors and Investors, including Mackenzie’s Advisor Plus advisors.
- Resolved account-level issues promptly by coordinating with Mackenzie’s Processing and Adjustment departments.
- Specialized in handling escalated matters for Counsel Portfolio Services, investigating and resolving issues efficiently through collaboration with internal departments at Mackenzie and IPC.
- Selected as the exclusive point of contact for Client Relations by Super Core Advisors, overseeing GRSPs/DPSPs and monitoring client accounts.
- Contributed to Salesforce enhancements by participating in User Acceptance Testing (UAT), while providing insights on departmental opportunities and offering mentorship to colleagues.
Education
Dalhousie University
Halifax, NSSkills
- Relationship Management
- Dealer Operations
- Data Analysis
- Negotiation
- Presentations
- Adaptability
- Strategic Perspective
- Process Improvement
- Regulatory Compliance
- Client Servicing
- Event planning
- Cross-Functional Collaboration
- Client Servicing
References
References available upon request.
Timeline
Dealer Relations Manager
Fidelity Investments Canada
07.2023 - 05.2024
Data Relationship Manager
Morningstar Canada
12.2022 - 07.2023
Dealer Relations Specialist
Fidelity Investments Canada
04.2021 - 12.2022
Client Relations Representative
Mackenzie Investments
09.2018 - 04.2021
Dalhousie University
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