Donor Gifts Operations Manager

Fidelity Investments Inc.; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments Inc. (Fidelity Charitable) is seeking an Operations Manager to oversee day-to-day beneficiary gift processing, improve controls, and ensure accurate recording of grants and money movements. The role emphasizes coaching, KPI reporting, and partner collaboration across donor/advisor networks.

You will lead and mentor associates, drive process improvements, and manage relationships with donors, advisors, and nonprofits, especially during peak giving seasons.

Qualifications

• Bachelor’s degree required with at least 5 years of relevant work experience.
• Knowledge of the financial services and/or nonprofit industry, specifically as it relates to estate or beneficiary processing.
• Preferred experience in Risk Management, Compliance, Marketing, and Operations.
• Effective verbal/written communication skills to influence, build consensus and integrate complex information.

Responsibilities

• Establish, implement, and execute day-to-day operations of the beneficiary gift process.
• Train, coach and mentor the associates on the team to promote growth.
• Design, generate reports to measure KPIs and performance; manage workflow and productivity.
• Maintain strong relationships with donors, advisors and nonprofit organizations; ensure quality and timely processing.

Skills

Estate distributions

Beneficiary processing

Risk Management

Compliance

Operations leadership

Vendor management

Coaching and mentoring

Education

Bachelor’s degree

Job description

Fidelity Investments Inc. (Fidelity Charitable) is seeking an Operations Manager to oversee day-to-day beneficiary gift processing, improve controls, and ensure accurate recording of grants and money movements. The role emphasizes coaching, KPI reporting, and partner collaboration across donor/advisor networks.

You will lead and mentor associates, drive process improvements, and manage relationships with donors, advisors, and nonprofits, especially during peak giving seasons.