Brokerage Treasury Operations Lead - Money Movement

Fidelity Investments Inc.; Westlake (TX); On-site; USD 110,000 - 140,000; Full time

Job summary

Fidelity Investments Inc. in Westlake, TX seeks a Team Lead for Brokerage Treasury Operations to support money movement processing, ensure policy compliance, and drive efficiency.

Responsibilities include investigations of wires/ACH/checks, exception approvals, and delivering exceptional client service. The ideal candidate has 5+ years in payment operations or business analysis, solid knowledge of electronic payments, and strong communication skills.

Qualifications

• 5+ years in Payment Operations or Business Analysis.
• Knowledge of electronic payments processing (Wire, ACH and/or Check).
• Strong written and verbal communication.
• Able to work independently and in a team.
• Willing to work in a fast-paced environment.

Responsibilities

• Conduct Wire, ACH and Check investigations.
• Review and approve money movement exceptions.
• Process client requests accurately and timely.
• Document procedures for consistency and compliance.
• Identify opportunities to improve efficiencies in money movement.
• Analyze productivity metrics and daily reports to monitor trends.

Skills

Payment operations

Money movement processing

Communication skills

Independent and collaborative

Time management

FINRA Series 99

Job description

Fidelity Investments Inc. in Westlake, TX seeks a Team Lead for Brokerage Treasury Operations to support money movement processing, ensure policy compliance, and drive efficiency.

Responsibilities include investigations of wires/ACH/checks, exception approvals, and delivering exceptional client service. The ideal candidate has 5+ years in payment operations or business analysis, solid knowledge of electronic payments, and strong communication skills.