Donor Services Operations Manager

Fidelity Investments; Westlake (TX); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking an Operations Manager within National Charitable Services to oversee the beneficiary gift process, ensure accurate recording of grants and money movements, and maintain strong controls.

The role involves coaching associates, driving process improvements, and ensuring smooth daily operations. Daily interactions with donors, advisors, and nonprofit organizations are central, with peak-season workload.

Formación

• Bachelor’s degree required with at least 5 years of relevant work experience.
• Experience in financial services or non-profit sector, estate processing.
• Strong communication and leadership skills.
• Ability to coach and develop others.
• Ability to manage partner relationships with vendors.

Responsabilidades

• Establish, implement and execute day-to-day operations of the beneficiary gift process, ensuring accurate recording of grants and money movements.
• Train, coach and mentor associates, growing them to full contributors and preparing them for future roles across Fidelity.
• Drive quality, timely work and escalation handling to meet donor, advisor and nonprofit needs.
• Design and generate reports to measure KPIs/metrics and optimize workflow.

Conocimientos

Estate processing

Beneficiary processing

Risk management

Compliance

Leadership

Vendor management

Communication

Educación

Bachelor’s degree

Descripción del empleo

Fidelity Investments Inc. is seeking an Operations Manager within National Charitable Services to oversee the beneficiary gift process, ensure accurate recording of grants and money movements, and maintain strong controls.

The role involves coaching associates, driving process improvements, and ensuring smooth daily operations. Daily interactions with donors, advisors, and nonprofit organizations are central, with peak-season workload.