Senior Manager, Inbound Treasury

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Westlake, TX
Fintech
The Role

Job Description:

The Role 

If you thrive on continuous improvement, customer service and team development then apply to be a Senior Manager, Inbound Treasury at Fidelity Investments!  This position is critical to ensure the timely processing of monetary transactions for Fidelity clients. The Manager will be responsible for continually improving 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 We are Looking For  

  • Bachelor's degree or equivalent work experience 

  • 2+ years of experience in an operations or banking environment preferred 

  • At least one year of people management and development experience 

  • Strong leadership skills 

  • Working knowledge of a business and technical understanding of operations or processing 

  • Taking initiative to continually advance associate's levels of expertise, not only within their respective areas but from an end-to-end perspective 

  • Experience managing across multiple sites 

  • Written and verbal communications skills for explaining ideas, questions and resolutions, and other internal and external communications 

  • Ability to influence others and partner across all levels of the organization and appropriate business partners  

  • Ability to establish and execute plans and set 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 

  • Provide direction by translating the broader organization's business plan and aligning resources to execute the plan 

  • Attracting, developing, and retaining a high performing team 

  • Drive results by creating a climate of respect, open collaboration, and teamwork 

 

Fidelity will not provide immigration sponsorship for this position.

The Team 

Fidelity’s Inbound Treasury organization is a world-class team which supports timely processing of monetary transactions for Fidelity internal and external clients. The 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. 

 

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
On-site Workplace
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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