Brokerage Operations Manager - Lead Teams & Excellence

Fidelity Investments Inc.; Roanoke (TX); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments seeks a Brokerage Operations Manager to guide the department's direction, mentor a team of 10–15, and ensure an exceptional client experience across multiple Fidelity Brokerage lines. You will coordinate with management, partners, and business units to maintain service excellence and compliance.

The role emphasizes onsite leadership, staff development, and process improvements within the Account Management, Transfer of Assets, and Money Movement division.

Competenze

• Bachelor's degree required.
• Experience in the financial services industry.
• Experience in Brokerage operations preferred.
• Licensing: Series 7 and 63 and either 9/10 or 24 within 12 months of hire.

Mansioni

• Lead 10-15 non-exempt employees delivering service to Fidelity Brokerage customers.
• Mentor and develop employees to achieve productivity and quality targets.
• Staff for forecasted volumes and service levels.
• Communicate vision and direction across the department and Fidelity.
• Act as liaison between business units and key clients/business partners.
• Provide coaching to attract and retain talent and drive process improvements.
• Facilitate decisions on complex or escalated items.
• Support daily service targets and high-risk items; ensure flawless execution.

Conoscenze

Strong managerial skills

Analytical & collaborative

Influence & leadership

Project management

Formazione

Bachelor's degree

Strumenti

FINRA Series 7

FINRA Series 63

FINRA Series 9/10 or 24

Descrizione del lavoro

Fidelity Investments seeks a Brokerage Operations Manager to guide the department's direction, mentor a team of 10–15, and ensure an exceptional client experience across multiple Fidelity Brokerage lines. You will coordinate with management, partners, and business units to maintain service excellence and compliance.

The role emphasizes onsite leadership, staff development, and process improvements within the Account Management, Transfer of Assets, and Money Movement division.