Manager, Due Diligence

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

Job Description: Note: Fidelity will not provide immigration sponsorship for this position.

Role

As Manager, Due Diligence, you will lead day‑to‑day execution across assigned investigative teams and specialized workstreams. You’ll oversee delivery, capacity, prioritization, quality, and escalations to ensure work is completed consistently, efficiently, and with strong risk discipline. This role is ideal for a proven people leader who enjoys developing talent, improving operations, and driving strong team performance in a complex risk environment. You’ll have a meaningful impact on team execution, operational effectiveness, and the continued growth of the function.

What You’ll Do

• 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

The Expertise and Skills You Bring

• 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

The Team

The Due Diligence Investigations team delivers trusted risk intelligence that helps protect Fidelity, strengthen decisions, and create value across the organization. Through objective research and analysis, DDI helps business partners identify and manage risk across proposed and existing business relationships.

Fidelity’s Onsite Working Model Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications: Category: Security

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [e-mail] For roles based in Germany: Contact [e-mail] Fidelity Privacy Policy