Team Lead, Donor Contributions Operations

Fidelity Investments Inc.; Texas; On-site; USD 85,000 - 115,000; Full time

Job summary

Fidelity Charitable is seeking a Senior Analyst - IV to lead the Contributions Team within Operations. The role focuses on day-to-day leadership, managing donor contributions from cash, checks, and securities, and driving process improvements in a fast-paced environment.

The ideal candidate has a Bachelor’s degree and 3+ years in customer service or service operations, with strong communication, analytical, and Microsoft Office skills.

Qualifications

• Bachelor’s degree and 3+ years of customer service or service operations experience required.
• Experience leading or mentoring associates in a dynamic environment.
• Strong organizational, planning and time management skills; attention to detail.

Responsibilities

• Lead daily team deliverables and mentor associates across the Contributions Team.
• Collaborate with stakeholders to implement process improvements and system efficiencies.
• Prepare and maintain daily/monthly reports; manage escalations and seasonal workload.

Skills

Leadership

Customer service

People management

Communication

Analytical

Office suite

Education

Bachelor's degree

Tools

Microsoft Excel

Word

PowerPoint

Job description

Fidelity Charitable is seeking a Senior Analyst - IV to lead the Contributions Team within Operations. The role focuses on day-to-day leadership, managing donor contributions from cash, checks, and securities, and driving process improvements in a fast-paced environment.

The ideal candidate has a Bachelor’s degree and 3+ years in customer service or service operations, with strong communication, analytical, and Microsoft Office skills.