Team Lead, Brokerage Treasury Operations

Fidelity; United States; On-site; USD 110,000 - 160,000; Full time

Job summary

Fidelity is seeking a Team Lead in Brokerage Treasury Operations to oversee money movement processing, ensuring accuracy and timeliness in Wire, ACH, and Check transactions.

You will lead a team within Treasury's Cash Management Services, collaborating with cross-functional teams to enhance policy adherence, compliance, and efficiency while supporting client requests and maintaining service quality.

Qualifications

• 5+ years of working in Payment Operations and/or Business Analysis.
• Knowledge of electronic payments processing (Wire, ACH and/or Check Clearing)
• You deliver with strong written, verbal and interpersonal communication skills
• Highly flexible and adaptable to fast paced environment, willing to assist in other areas as needed
• Work independently and collaborate with associates
• Time management (multi-tasking)
• FINRA Series 99 required (can obtain within 90 days)

Responsibilities

• Conduct Wire, ACH and Check Investigations
• Review and perform approvals for money movement exceptions
• Deliver extraordinary service to our clients by processing their requests in an accurate and timely manner
• Review and document procedures for policies to ensure consistency, compliance, and efficiency.
• Find opportunities to improve key efficiencies within money movement to improve quality and scale our workflows
• Analyze productivity metrics and daily operational reports to monitor performance trends

Skills

Payment Operations

Electronic payments

Communication

Adaptability

Independence

Time management

FINRA Series 99 (required)

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Team Lead, Brokerage Treasury Operations

The Role

As a Brokerage Operations Team Lead, you will work in Treasury's Cash Management Services division to support timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines.

Responsibilities include:

• Conduct Wire, ACH and Check Investigations
• Review and perform approvals for money movement exceptions
• Deliver extraordinary service to our clients by processing their requests in an accurate and timely manner
• Review and document procedures for policies to ensure consistency, compliance, and efficiency.
• Find opportunities to improve key efficiencies within money movement to improve quality and scale our workflows
• Analyze productivity metrics and daily operational reports to monitor performance trends

The Expertise and Skills You Bring

• 5 plus years of working in Payment Operations and/or Business Analysis
• Knowledge of electronic payments processing (Wire, ACH and/or Check Clearing)
• You deliver with strong written, verbal and interpersonal communication skills
• Highly flexible and adaptable to fast paced environment, willing to assist in other areas as needed
• Work independently and collaborate with associates
• Time management (multi-tasking)
• FINRA Series 99 required (can obtain within 90 days)

Department

The Operations and Services Group (OSG) Treasury - Cash Management Services division provides critical money movement services in support of the firm's lines of business. The division is responsible for the secure, accurate, and timely movement of funds while maintaining a strong focus on operational excellence, risk management, regulatory compliance, and client experience.

The Team

The team supports the end-to-end processing and servicing of money movement products, including ACH, wire transfers, checks, returns, and Bill Pay. The team is responsible for transaction processing, wire posting, investigations, exception management, settlement, and reconciliations, ensuring work is completed with the highest levels of quality, accuracy, and compliance.

Working closely with Client Experience, Risk, Product, Compliance, Technology, and Fraud partners, the team plays a critical role in delivering exceptional service while maintaining a strong control 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:

Series 99 - FINRA

Category:

Brokerage 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.