Senior Treasury Operations Leader – Money Movement

Fidelity Investments; Roanoke (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments in Westlake, TX seeks a Senior Manager, Treasury Operations to lead a dual-site team in delivering efficient, compliant money movement services. You will drive improvements in ACH, wires, checks, investigations and reconciliations while shaping a high-performing, development‑focused culture.

You will partner with business and operations leaders to align priorities, monitor KPIs, and strengthen controls, ensuring service excellence and scalable growth.

Qualifications

• Seasoned operations leader with banking and money movement expertise.
• Proven people leadership and ability to develop high-performing teams.
• Experience ensuring compliance with regulatory requirements and risk controls.
• FINRA Series 99 required; within 90 days of hire.

Responsibilities

• Lead and develop the Westlake team, fostering accountability, quality, and continuous improvement.
• Ensure timely and accurate processing of money movement activities (ACH, wires, checkwriting, investigations, reconciliations, and exception processing).
• Drive operational performance by meeting service level commitments, maintaining high-quality standards, and minimizing operational risk.
• Monitor KPIs related to service, quality, productivity, and risk.
• Partner with internal stakeholders and external banking partners to deliver a seamless customer experience and resolve complex issues.
• Lead process improvement initiatives to enhance efficiency, scalability, controls, and service delivery.
• Maintain a strong risk and control environment, ensuring regulatory compliance.
• Develop team capabilities through coaching, performance management, succession planning, and cross-training.

Skills

Team leadership

Operations management

Money movement

Risk management

Process improvement

Stakeholder collaboration

Regulatory compliance

Coaching and development

FINRA Series 99

Job description

Fidelity Investments in Westlake, TX seeks a Senior Manager, Treasury Operations to lead a dual-site team in delivering efficient, compliant money movement services. You will drive improvements in ACH, wires, checks, investigations and reconciliations while shaping a high-performing, development‑focused culture.

You will partner with business and operations leaders to align priorities, monitor KPIs, and strengthen controls, ensuring service excellence and scalable growth.