Operations Manager, Donor Gifts & Process Excellence

Fidelity; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible benefits

Career development opportunities

Job summary

Fidelity Charitable Gift Fund is seeking an Operations Manager to run day-to-day beneficiary gift processes, mentor a team, and ensure control excellence across service delivery. You will oversee interactions with donors, advisors, and nonprofits, and drive improvements in processing efficiency.

The role requires a Bachelor's degree with 5+ years in related fields, and offers opportunities to grow within Fidelity’s operations.

Qualifications

• Bachelor's degree required with at least 5 years of relevant work experience.
• Knowledge of the financial services and/or non-profit industry, specifically as it relates to estate or beneficiary processing.
• Preferred experience in Risk Management, Compliance, Marketing, and Operations.
• Effective verbal/written communication skills to influence, build consensus and integrate complex information.
• Desire to coach, manage, develop, and lead others to deliver outstanding results.
• Ability to own/improve business partner relationships and engage with vendors.
• Self-starter with ownership and accountability for results; ability to take initiative and think independently.
• Flexibility and adaptability to shifting priorities and seasonal demands.
• Lead quality and timely work to meet donors, advisors, and non-profit needs; drive process improvement.
• Design and generate reports to measure team progress against KPIs.

Responsibilities

• Establish, implement, and execute day-to-day operations of the beneficiary gift process.
• Train, coach and mentor associates to grow into full contributors and future leaders.
• Ensure controls are executed flawlessly each day and manage relationships with partners and vendors.
• Produce reports to measure KPIs/metrics and monitor workflow and productivity.
• Support the team through peak periods and maintain quality of service for donors/advisors/non-profits.

Skills

Estate/beneficiary distributions

Financial services industry knowledge

Non-profit industry knowledge

Risk Management

Compliance

Marketing

Operations

Communication

Coaching & Leadership

Vendor relations

Self-starter

Adaptability

Quality focus

KPIs / Reporting

Education

Bachelor's degree

Job description

Fidelity Charitable Gift Fund is seeking an Operations Manager to run day-to-day beneficiary gift processes, mentor a team, and ensure control excellence across service delivery. You will oversee interactions with donors, advisors, and nonprofits, and drive improvements in processing efficiency.

The role requires a Bachelor's degree with 5+ years in related fields, and offers opportunities to grow within Fidelity’s operations.