Manager, Inbound Treasury

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Westlake, TX
In-Office
Fintech
The Role

Job Description:

The Role

Do you thrive on continuous improvement, customer service and team development? Then apply to be a Manager at Fidelity Investments! In this role you will be part of Fidelity’s Inbound Treasury business unit leading a team which supports timely processing of monetary transactions for Fidelity internal and external clients. The Inbound Treasury team provides check processing services across various channels and supports Fidelity’s growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise. This position is critical to ensure the timely processing of monetary transactions for Fidelity clients. The Manager will have the responsibility to continually improve services through effective coaching and development. This individual will provide line management of day-to-day operations and staff, assuring adherence to prescribed levels of productivity, accuracy, customer service, compliance and controls.

The Expertise and Skills You Bring

  • Minimum 2 years of experience in an operations or banking environment
  • Minimum 4 years of management experience
  • Bachelor's degree or equivalent work experience
  • You have proven leadership skills
  • You have a business and technical understanding of operations or processing
  • You have experience managing across multiple sites
  • Your excellent oral and written communication skills
  • You have exceptional interpersonal and teamwork skills

Note: Fidelity is not providing immigration sponsorship for this position

The Team

Inbound processing provides imaging, data entry, correspondence and check deposit services for several Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end to end operational efficiency strengthening Fidelity’s ability to provide a superior customer experience.

  • Establishing and executing plans and setting clear goals that drive efficiency, innovation, and sustainable delivery of quality, cost, and service delivery goals
  • Proactively identifying, prioritizing, and driving opportunities to improve the business
  • Setting direction by translating the broader organization's business plan and aligning resources to execute the plan
  • Attracting, developing, and retaining a high performing team
  • Driving results by creating a climate of respect, open collaboration and teamwork

Certifications:

Category:Operations

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

What We Do

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.

Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

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