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Senior Manager, FinOps Investment Reconciliation and Self-Directed Brokerage
2 months ago
Senior Manager, FinOps Investment Reconciliation and Self-Directed Brokerage
Role
The Senior Manager oversees a team of professionals responsible for ensuring the accuracy and completeness of investment reconciliation and self-directed brokerage transactions. This role ensures that all transactions are properly identified, distributed, and resolved in a timely manner. In addition, this role oversees broad, company-wide initiatives with operational and technology business partners, performs analysis associated with business trends, resolves audit issues, and is responsible for key controls.
The Expertise and Skills We're Looking For
- Bachelor's degree in Business, Accounting, or Finance preferred.
- 5+ years of experience in the financial services industry.
- Proven leadership skills.
- Strong analytical skills.
- Prior people management experience preferred.
- Prior experience of driving process automation and innovation.
- Ability to foster a highly interactive and engaged work environment.
- Strong written, verbal, and interpersonal communication skills.
- Ability to provide feedback to associates during individual coaching sessions to improve their quality, productivity, and skillset.
- Commitment to drive quality and process improvements in a fast-paced and high-risk business environment.
- Expertise and willingness in developing 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.
- Implements initiatives such as the implementation of new technology solutions to meet service level agreements and improve the customer experience.
- Leads the resolution of major organizational issues that span multiple departments throughout the company, as well as impacting clients.
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 clients' money.
Our Culture
We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We strive to create a work environment that is inclusive, diverse, and supportive of our associates' growth and development.
What We Offer
We offer a range of benefits and perks to support our associates' well-being and career growth, including flexible work arrangements, professional development opportunities, and a comprehensive compensation package.
