Manager, Due Diligence

Fidelity

United States

On-site

USD 120,000 - 180,000

Full time

7 days ago
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Job summary

Fidelity is seeking a Manager of Due Diligence to lead day-to-day execution across investigative teams and workstreams. You will oversee delivery, capacity, prioritization, quality, and escalations, ensuring work is completed efficiently with strong risk discipline.

This role targets a proven people leader who develops talent, improves operations, and drives team performance in a complex risk environment. You will impact team execution and the ongoing growth of the function, with an onsite

Qualifications

  • Bachelor's degree or equivalent experience.
  • 5+ years in due diligence, investigations, intelligence, compliance, risk, or related leadership.
  • Strong knowledge of investigative practices, risk indicators, escalation frameworks, and team operations.
  • Proven ability to solve moderately complex problems with limited oversight.
  • Experience leading workflow execution, capacity planning, prioritization, and service delivery.
  • Strong people leadership including coaching, feedback, development, and team capability-building.
  • Ability to identify operational risks, trends, and communicate insights to leadership.
  • Strong written and verbal communication skills for risk-based recommendations.

Responsibilities

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

Skills

Leadership
Due diligence
Case management
Investigative practices
Decision making

Education

Bachelor's degree or equivalent

Job description

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

The 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.

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