Brokerage Operations Leader

Fidelity Investments Inc.; Westlake (TX); In loco; USD 100.000 - 160.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments Inc. seeks a Brokerage Operations Manager to lead the Account Management, Transfer of Assets and Money Movement division, guiding a team to deliver exceptional client experiences across multiple Fidelity lines.

You will mentor staff, align daily operations with strategic goals, and maintain strong relationships with clients and internal partners while supporting regulatory and compliance requirements.

Competenze

• Bachelor's degree
• Experience within the financial services industry
• Experience in Brokerage operations preferred
• Series 7, 63 and either 9/10 or 24 must be acquired within 12 months of hiring.
• Strong managerial and people skills, which includes the ability to develop and further talent/team
• The experience and ability to drive efficiency, productivity, unit cost, and utilization.
• A dedication to drive quality and process measurement improvements in a fast-paced customer service driven business environment.
• Strong analytical and collaboration skills
• Ability to cultivate a highly interactive and engaged work environment
• Ability to influence others is very important. This person will be encouraged to interact with all levels of the organization and appropriate business partners.
• Strong capability to establish relationships, leveraging networks, encourage the development of a common vision; provide clear direction and priorities, and build effective teams.
• Strong project management skills and experience

Mansioni

• Lead 10-15 non-exempt employees who provide responsive service to Fidelity Brokerage Company customers across multiple lines of business (Personal Investing, Clearing and Custody).
• Mentor and develop employees to achieve productivity and quality targets and deliver an outstanding customer service experience
• Staff for forecasted volumes and service levels and supervise clients' service experience.
• Consistently communicate the vision and direction of the business throughout the department as well as within Fidelity
• Acting as a liaison between business units, maintaining strong working relationships with key clients and business partners
• Provide effective coaching, employee development, to attract and retain talent
• Facilitating decisions on procedures and adjustments for complex, escalated or exception items
• Leveraging available resources to meet daily service targets, improve customer satisfaction, support projects in alignment with company direction and handle high risk / exposure items
• Maintaining flawless execution for processing and service items

Conoscenze

Leadership

People management

Financial services

Project management

Analytical skills

Communication skills

Relationship building

Process improvement

Mentoring

Strategic thinking

Formazione

Bachelor's degree

Descrizione del lavoro

Fidelity Investments Inc. seeks a Brokerage Operations Manager to lead the Account Management, Transfer of Assets and Money Movement division, guiding a team to deliver exceptional client experiences across multiple Fidelity lines.

You will mentor staff, align daily operations with strategic goals, and maintain strong relationships with clients and internal partners while supporting regulatory and compliance requirements.