Senior Manager, Security Reference Data Operations

Fidelity; Westlake (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Fidelity is seeking a Senior Manager, Security Reference Data Operations to lead a 10-person team and oversee daily security setup and maintenance requests across global desks. The role partners with business, technology, and operations to resolve data issues and deliver data solutions, while driving process improvements and risk management.

You will manage hiring, coaching, and performance, ensuring timely execution and high-quality data.

Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• Financial services experience, preferably in reference data, market data, or investment operations.
• Proven experience leading teams and managing operational or strategic projects.
• Strong leadership skills with experience coaching and developing teams of 8+ associates.
• Ability to lead cross-functional initiatives and drive outcomes in a dynamic environment.
• Strong analytical, problem-solving, and decision-making skills.
• Experience with SQL and data analysis tools; Bloomberg and CusipWeb experience preferred.
• Knowledge of data management, data quality, data modeling, and data visualization concepts.
• Strong organizational and project management skills with the ability to manage competing priorities and tight deadlines.
• Excellent communication skills with the ability to simplify complex issues for diverse audiences.
• Highly collaborative, adaptable, and motivated with a continuous improvement mindset

Responsibilities

• Lead day-to-day operations, ensuring data quality, operational efficiency, and risk management.
• Manage workload distribution, balancing team capacity, priorities, and development opportunities.
• Partner with business, technology, and operations teams to resolve complex data issues and deliver data solutions.
• Develop and maintain policies, procedures, and operational controls.
• Drive continuous improvement initiatives and recommend process enhancements.
• Lead and support cross-functional projects from planning through execution.
• Analyze and validate data using database queries to resolve client and operational issues.
• Represent the team in product forums and industry initiatives to identify emerging trends and opportunities.
• Manage all aspects of people leadership, including hiring, coaching, and performance

Skills

Team leadership

Stakeholder management

SQL

Data analysis

Project management

Communication

Cross-functional collaboration

Problem solving

Process improvement

Education

Bachelor's degree in Business/Finance or related field

Tools

SQL

Bloomberg

CusipWeb

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

The Senior Manager, Security Reference Data Operations, will lead a team of 10 Associates and manage the day-to-day operational activities of daily security setup and maintenance requests. These security setup requests are sent in from the Fidelity portfolio managed trading desks and internal business partners. Most require a 30 minute turn-around times and supported 23 hours of the day through a global working team in Merrimack NH, Dublin, and Hong Kong.

The Senior Manager will work with business partners to resolve complex data inquiries while providing high level of customer service. By working across GDS, technology, customers, business and systems partners, the Senior Manager will plan and prioritize operational projects and manage team efforts end-to-end.

• Lead day-to-day operations, ensuring data quality, operational efficiency, and risk management.
• Manage workload distribution, balancing team capacity, priorities, and development opportunities.
• Partner with business, technology, and operations teams to resolve complex data issues and deliver data solutions.
• Develop and maintain policies, procedures, and operational controls.
• Drive continuous improvement initiatives and recommend process enhancements.
• Lead and support cross-functional projects from planning through execution.
• Analyze and validate data using database queries to resolve client and operational issues.
• Represent the team in product forums and industry initiatives to identify emerging trends and opportunities.
• Manage all aspects of people leadership, including hiring, coaching, and performance

The Expertise and Skills You Bring

• Bachelor's degree in Business, Finance, or a related field.
• Financial services experience, preferably within reference data, market data, or investment operations.
• Proven experience leading teams and managing operational or strategic projects.
• Strong leadership skills with experience coaching and developing teams of 8+ associates.
• Ability to lead cross-functional initiatives and drive outcomes in a dynamic environment.
• Strong analytical, problem-solving, and decision-making skills.
• Experience with SQL and data analysis tools; Bloomberg and CusipWeb experience preferred.
• Knowledge of data management, data quality, data modeling, and data visualization concepts.
• Strong organizational and project management skills with the ability to manage competing priorities and tight deadlines.
• Excellent communication skills with the ability to simplify complex issues for diverse audiences.
• Highly collaborative, adaptable, and motivated with a continuous improvement mindset

The Team

The Security Reference team, part of Global Data Services (GDS) within Fidelity Fund and Investment Operations, manages critical investment reference data that supports trading, accounting, compliance, performance, and analytics across Fidelity. We are seeking a collaborative and results-driven leader to oversee daily operations, drive process improvements, and develop a high-performing team in a fast-paced, client-focused environment.

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:

Investment Operations

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.