Due Diligence Operations Lead

Soteria Reinsurance Ltd.; Town of Texas (WI); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments is seeking a Manager, Due Diligence to lead day-to-day execution across investigative teams and workstreams. You will oversee delivery, capacity, prioritization, quality, and escalations to ensure timely, compliant results in a complex risk environment.

The role emphasizes people leadership, talent development, and driving operational effectiveness within the Due Diligence Investigations team. Onsite working model with phased rollout is in progress across regions and roles.

Qualifications

• Bachelor’s degree or equivalent experience.
• 5+ years of relevant experience in due diligence, investigations, intelligence, compliance, risk, or related operational leadership.
• Strong knowledge of investigative practices, risk indicators, escalation frameworks, and team operations.
• Demonstrated ability to solve moderately complex problems and make sound decisions with limited oversight.
• Experience leading workflow execution, capacity planning, prioritization, and service delivery.
• Strong people leadership skills, including coaching, feedback, development, and team capability-building.
• Ability to identify operational risks, assess trends, and communicate insights clearly to leadership.
• Strong written and verbal communication skills, including the ability to deliver risk-based recommendations.
• Experience improving processes, reinforcing quality standards, and maintaining strong controls in a team environment.

Responsibilities

• Lead daily operations for assigned teams, including case execution, prioritization, and workflow management.
• Make team-level decisions on case handling, prioritization, and escalations within established governance.
• Manage team capacity and service performance to support timely, consistent delivery.
• Oversee case quality, documentation standards, controls, and escalation readiness.
• Coach and develop associates and senior consultants to strengthen capability, judgment, and execution consistency.
• Align team execution with broader operational priorities and business needs.
• Drive continuous improvement and strengthen process consistency across assigned teams.
• Analyze risk trends and communicate key themes and emerging concerns to senior leadership.
• Lead or support operational initiatives that improve execution across the department.

Skills

Investigative practices

Leadership

Communication skills

Workflow management

Risk analysis

Decision making

Compliance experience

Team development

Education

Bachelor’s degree or equivalent experience

Job description

Fidelity Investments is seeking a Manager, Due Diligence to lead day-to-day execution across investigative teams and workstreams. You will oversee delivery, capacity, prioritization, quality, and escalations to ensure timely, compliant results in a complex risk environment.

The role emphasizes people leadership, talent development, and driving operational effectiveness within the Due Diligence Investigations team. Onsite working model with phased rollout is in progress across regions and roles.