Job Description:
Senior Manager, FinOps Investment Reconciliation and Self-Directed Brokerage
Role
The Senior Manager oversees a staff of associates performing DC (Defined Contribution) functions related to Mutual Fund Share Reconciliation and Self-Directed Brokerage Reconciliation. This role ensures all transactions and reconciliations within the group are identified, distributed, and resolved within a timely manner. In addition, this role oversees broad, firm wide initiatives with operational and technology business partners, performs analysis associated with business trends, resolves audit issues, and is responsible for key SOC1 controls.
The Expertise and Skills We're Looking For
Bachelor's Degree in Business, Accounting, or Finance preferred.
5+ years of experience in financial services industry
Proven Leadership Skills
Strong analytical skills
Prior people management experience preferred.
Prior experience of driving process automation and innovation
Your ability to foster a highly interactive and engaged work environment.
Strong written, verbal, and interpersonal communication skills
Your ability to provide feedback to associates during individual coaching session to improve their quality, productivity, and skillset.
Commitment to drive quality and process improvements in a fast paced and high-risk business environment.
Your expertise and willingness in developing our associates to full potential and driving career growth.
Accountable for key talent management, including hiring, goal setting, performance reviews and other career development activities for the team.
Evaluates team effectiveness and proposes appropriately ambitious, yet realistic strategies for improvement, initiative, and achievement of results.
Demonstrates a strong sense of ownership and commitment to achieving substantial short- and long-term results.
Actively collaborates with people in other parts of the organization to solve problems, access resources, and accomplish important goals. Organizations include outside mutual fund companies; external trustees, internal WI Operations & Client Management groups, WI Systems.
Implements initiatives such as: Implementation of new technology solutions, etc., in order to meet SLAs and improve the customer experience; lead initiatives to resolve gaps and optimize the customer experience.
Routinely leads the resolution of major organizational issues that span multiple departments throughout Fidelity, as well as impacting clients. Clearly weigh costs and benefits to make appropriate tradeoffs when making decisions.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
