Job Description:
The Role
You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing and leading 10-15 associates to work hard collectively as a team! You’re a motivator, focused, fast paced and inspired by change. You can coach to key behaviors that help drive business results. You empower others to accept feedback and develop an environment focused on growth and development. You encourage others to create the best customer experience possible.
The Expertise and Skills You Bring
4+ years of experience in brokerage operations required
2+ years of management and/or team lead experience preferred
Alternative Investments experience/knowledge is a major plus
College degree or applicable work experience
Series 7 or 99 license (can obtain within 90 days of hire)
Your problem-solving ability encourage creative solutions
Your effective communication skills
You know how to adapt and be flexible when the business changes
Your proven ability to establish links across the organization
Your ability to grow and deepen industry relationships
Your Responsibilities:
Crafting lifetime internal and external relationships and playing a meaningful role in the customer experience
You will help find opportunities to drive the business towards a first-class digital experience
Supporting associates daily and coaching to desired behaviors
Fostering an environment of passion, growth and development
Leading others through change Implementing standards for optimized performance delivery, aligned with industry best practices
Partnering with Technology resources to ensure product rollouts to deliver maximum benefit to Fidelity
Carefully managing, monitoring and reporting results along with assessing and mitigating risk
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Recon team is tasked with reconciliation of Hedge Funds, non-publicly traded REITS, Funds of Funds, Private Investment Funds and other asset classes. This role will lead a team of associates responsible for handling research requests regarding account transactions and for resolving complex reconciliation issues in a timely manner. The associates will act as the owner of the relationship between the Product Sponsor and Fidelity.
Alternative Investments Managers lead an end-to-end operations business that supports over $50B in customer assets. Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. The Alternative Investments Manager can navigate these processes, introduce automation where applicable and ensure the ultimate client experience or our clients. The role will include leadership of an operational team focused on reconciliation analysis and maintenance processing.
Certifications:
Series 99 - FINRACategory:
Brokerage OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.