Manager- Grant Operations

Fidelity Investments Inc.; Roanoke (TX); On-site; USD 95,000 - 125,000; Full time

Job summary

Fidelity Charitable, part of Fidelity Investments, seeks a Manager of Grant Operations in Westlake, TX. This role leads Core Grant Operations, auditing high-dollar grant recommendations and supervising queues while coordinating onboarding, training, and vendor oversight.

You will partner with Legal, Risk and Compliance to assess grant approvability and manage overall performance metrics. The manager will drive planning for peak Giving Season, oversee recruitment, and promote process improvements

Qualifications

• Bachelor’s degree and demonstrated ability in service operations.
• 2+ years of leadership experience.
• Workflow Management

Responsibilities

• Lead daily work distribution to Core Grant Operations team associates.
• Monitor aged premium work items/queues and follow up to ensure timely transaction processing.
• Assist the operations management and Philanthropic Relationship Management team with the timely completion of team and departmental projects.
• Assist in developing resource requirements, planning, and hiring in preparation for Giving Season.
• Oversee new associate onboarding specifically with access and ensure training is scheduled.
• Identify process efficiencies and/or technology enhancements to improve operations.

Skills

Leadership

Interpersonal skills

Problem solving

Communication

Risk management

Mentoring

Attention to detail

Education

Bachelor’s degree

Job description

Job Description

Title: Manager, Grant Operations

Company and Dept: Fidelity Charitable, Service Delivery

Location: One Destiny Way, Westlake TX

Grade: 5

The Fidelity Charitable Gift Fund (www.fidelitycharitable.org) an independent 501(c)(3) public charity that coordinates donor-advised funds which are charitable giving vehicles that provide donors with immediate tax benefits and the ability to support their favorite charities on a flexible timetable. Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals.

Note: Fidelity is not providing immigration sponsorship for this position

Position Description

The Manager for Grant Operations will oversee one of two Core Grant Operations team. The manager will review and audit high dollar grant recommendations of our Donors and Advisors, while providing oversight of manager queues, and assist with the day-to-day operations of the Core Grant Operation’s team. The Manager will be part of a highly motivated, fast-paced, collaborative environment and will help lead the team in work organization, risk management, and the achievement of desired key performance metrics, service level agreements and business results. The Manager will support daily, weekly, and monthly tasks regarding workflow oversight, associate coaching, problem resolution, and new hire onboarding. The Manager will be responsible for vendor oversight, working with key business partners on creating new or revamping existing program offerings to execute philanthropic goals. The Manager will need to assess and evaluate complex requests to determine scalability, risk exposure, and profitability to the business. The Manager will work closely with our Legal, Risk and Compliance team to evaluate complex requests to recommend grant and or charity approvability. These decisions impact if and how our donors can grant funds to certain flagged charities.

The Value You Deliver

• Lead daily work distribution to Core Grant Operations team associates
• Monitor aged premium work items/queues and follow up to ensure timely transaction processing
• Assist the operations management and Philanthropic Relationship Management team with the timely completion of team and departmental projects
• Assist in developing resource requirements, planning, and hiring in preparation for Giving Season
• Oversee new associate onboarding specifically with access and ensure training is scheduled
• Identify process efficiencies and/or technology enhancements to

The Expertise You Have

• Bachelor’s degree and demonstrated ability in service operations
• 2+ years of leadership experience
• Workflow Management

The Skills You Bring

• Outstanding interpersonal, planning, and time leadership skills
• Demonstrates problem-solving skills
• Effective verbal and written communication skills
• Shown experience identifying and mitigating areas of risk
• Proven track record to lead and mentor associates in a dynamically changing environment
• Strong discernment and analytical skills
• Strong attention to detail
• Ability to work under pressure and tight deadlines

Leadership

The Manager should be comfortable providing direction to the team but also flexible enough to gather insight from the team to align and ensure buy-in. They should help to create an environment oriented to trust, open communication, creative thinking, and cohesive team effort. They should help to motivate and inspire the team while setting a good example and keeping their behaviors consistent with their words.

Must be able to meet overtime commitments

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:

Client Service

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.