Brokerage Ops Manager – Lead & Develop Teams

Fidelity

United States

On-site

USD 90,000 - 160,000

Full time

7 days ago

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Job summary

Fidelity is seeking a Brokerage Operations Manager to lead a team of 10-15 associates, setting the direction for the department within the Account Management, Transfer of Assets and Money Movement division. You will mentor staff, manage service levels, and coordinate with business partners to deliver exceptional client experiences.

The role requires a Bachelor's degree, financial services experience, and FINRA licenses within 12 months.

Qualifications

Bachelor's degree required.
Experience in 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; ability to develop talent.
Ability to drive efficiency, productivity and quality metrics in a fast-paced environment.

Responsibilities

Lead 10-15 non-exempt employees across Fidelity Brokerage Company.
Mentor and develop employees to achieve targets and deliver service excellence.
Staff for forecasted volumes and supervise service experience.
Communicate the vision and direction across the department and Fidelity.
Act as liaison between business units and key clients/partners.
Provide coaching and talent development to attract and retain staff.
Facilitate decisions on procedures for complex items and high-risk items.
Leverage resources to meet daily targets and support projects aligned with company direction.