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<h3>Job Description:</h3>The RoleThe Senior Vice President, Head of Brokerage Tax Operations, Service and Strategy, role sets the end-to-end Brokerage Tax Operations and Service business and technical strategic vision for 100+ tax operations professionals and leads a team that delivers the accurate and timely execution of millions of brokerage and retirement related tax reporting obligations, ensuring compliance with US and global regulations. This job plays a critical role in shaping the firm’s tax posture by making high-impact decisions that directly affect regulatory compliance, operational efficiency, and client trust. They have broad autonomy to design and implement tax reporting strategies, lead technology transformation initiatives, and respond to complex regulatory changes, though alignment with executive leadership and legal counsel is essential for high-risk or enterprise-wide decisions. While strategic direction is often guided by firm-wide objectives and evolving regulatory landscapes, this role exercises significant discretion in interpreting those directions and operationalizing them across systems, teams, and processes.<ul><li>Oversee Tax reporting and compliance: Deliver all tax related brokerage and retirement multi-faceted complex tax reporting, withholding, cost basis and performance reporting functions.</li><li>Develop and Execute Tax Strategy: Apply a deep understand of IRS tax regulations to the on-going brokerage tax processes and technology to formulate and implement long-term tax operational strategies that align with regulator developments, technology advancements and business goals.</li><li>Lead Cross-functional tax and brokerage initiatives across multiple retail and institutional offerings. Collaborate with Legal, Compliance, Technology, Product and finance teams to support new product launches, regulatory changes and process enhancements impacting tax reporting.</li><li>Manage Risk and Governance: Establish strong internal controls, monitor tax-related risks, drive audit readiness, while representing the firm in regulatory audits and industry forums. Manage multi-million $ vendor relationships and contracts that tightly align with organization vendor management strategy.</li><li>Optimize tax reporting processes, drive electronic delivery, limit re-characterizations and corrections, mitigate risk and align operations with evolving regulatory standards.</li><li>Lead with passion, intellectual curiosity and a high degree of integrity to maintain a highly interactive and engaging work environment.</li><li>Assume a leadership role in the establishment of scalable standards, and best practices.</li><li>Manage risk levels in a highly regulated and complex technical environment.</li><li>Identify and utilize external industry trends to influence critical complex decisions.</li><li>Build and cultivate a meaningful relationship with all key stakeholders.</li></ul> The Expertise and Skills You Bring<ul><li>15+ years understanding of brokerage, financial services and tax operations.</li><li>Passion to drive compliance excellence and innovative people/process/technology solutions in a dynamic financial environment</li><li>Committed to fostering cross-functional collaboration and strategic planning to support firm-wide goals and client service excellence.</li><li>Strong knowledge of 1099, 5490 and 990-T reporting required, in addition to product knowledge including Alternative Investment, Mutual Funds, Options and Corporate Actions.</li><li>Prior people manager experience required. Ability to coach managers for professional development and career vitality.</li><li>Strong leadership skills<ul><li>The ability to coach both managers and subject matter experts.</li><li>Ability to communicate complex processes in a simplified manner to senior levels.</li><li>Ability to make risk-based decisions in adherence of a strict regulatory environment.</li></ul></li><li>Working knowledge of cost basis regulations and tax information reporting.</li><li>Series 7 &amp; 24 required.</li></ul>The TeamThe team handles numerous inquiries from multiple and diverse lines of business as well as delivers accurate cost basis and all brokerage and related retirement reporting. We lead the efforts prepare the organization for tax regulation changes and set the expectations for the tax reporting deliverables and expectations. Our service teams speak to front line phone representatives, clearing firms back office personal, tax accountants and tax lawyers with front line clients reviewing the posted tax forms. The tax team strives to deliver superior service to our customers and protect the reputation of the firm. The team is located across multiple locations and time zones.The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Most 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA<h3>Category:</h3>Brokerage Operations

Fidelity Investments

Senior Vice President, Head of Brokerage Tax Operations, Service and Strategy

Business Operations Analyst - The Business Operations Analyst is an integral member of Fidelity Digital Asset Management (FDAM). In this dynamic role reporting to the VP of Business Operations, you will help ensure the business runs smoothly by performing a combination of responsibilities: executing on various business management routines, creating business reporting, and supporting our governance routines. You will work with business partners such as Compliance, Legal, Risk, and Finance on these efforts, as well as with others across FDAM. Hybrid in Westlake, TX; Boston, MA or Merrimack, NH The Purpose of the Role <ul> <li>Coordinate &amp; support governance routines, including three FDAM committees </li><li>Own FDAM team routines (FDAM Connect, Townhalls, &amp; some FDAM offsite support) </li><li>Create critical business reporting such as Seed Capital Dashboard and the Monthly Business Reports covering business development, product, operations, technology, legal, risk, compliance, as well as metrics, such as assets under management and flows </li><li>Lead new hire onboarding/offboarding, as well as license and access management </li><li>Support budget and expense management, vendor management &amp; due diligence </li><li>Coordinate record retention, resiliency planning, &amp; business continuity </li></ul> The Expertise &amp; Skills You Bring <ul> <li>3-5 years of shown experience in financial services, preferably in project management or business operations </li><li>Bachelor’s degree required; emphasis on business and/or financial services preferred </li><li>Ability to execute on operational processes with minimal direction </li><li>Desire to work alongside investment professionals and senior leaders </li><li>Outstanding analytical, communication, conceptual thinking, and problem-solving capabilities </li><li>Excellent engagement skills, including the ability to work across FDAM as well as other Fidelity business units </li><li>Experience in financial services and/or crypto industry </li><li>Self-starter with good organization and capability to influence others </li><li>Skilled in creating presentations, data analysis, and reporting using PowerPoint and Excel </li></ul> The Value You Deliver <ul> <li>A strong partner to the investment team and management team </li><li>Ensure processes enforce to established policies &amp; procedures </li><li>Support business priority changes and new requests </li></ul> Company Overview: At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers

Fidelity TalentSource

Business Operations Analyst

Transaction Processor Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX. Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients. The Role The Transaction Service Representative (TSR) will work within a "Pod" or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM). The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for those clients. The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. The Expertise and Skills You Bring <ul> <li>Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li>You think analytically and deliver solutions to complex challenges. </li><li>Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li>You have intermediate to advanced knowledge of Microsoft Office applications. </li><li>Your outstanding attention to detail </li><li>Your positive outlook </li><li>Your strong work ethic </li></ul> The Value You Deliver <ul> <li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li>Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills. </li></ul> Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Transaction Processor

<h3>Job Description:</h3>The Role As the Senior Representative, Transaction Processing rep, you will play a critical role within Fidelity’s Inbound Operations business unit. This position involves supporting a diverse range of back-office operations, including data extraction and document processing through multiple input channels—central scan, remote scan, and electronic channels on either the Data Capture or Prep from Image (PFI) team. The Inbound team delivers transaction services across all of Fidelity’s distribution channels, driving the company's growth with high-quality, cost-effective, and innovative service solutions. Our success is built on the expertise and dedication of our talented associates. The Experience and Skills You Bring <ul><li>College degree preferred, High school diploma required </li></ul><ul><li>1+ yrs experience with transaction processing experience within a professional, fast-paced corporate environment </li></ul><ul><li>Knowledge of Fidelity’s applications and various Inbound applications including HyperScience or ICS Application preferred </li></ul><ul><li>Perform document identification, classification, and review of customer-supplied transactions to determine in-good-order (IGO) or not-in-good-order (NIGO) status. Utilize specific business partner rules to prioritize and facilitate document routing by transaction type and workflow processing queues. </li></ul><ul><li>Conduct customer-related research using Fidelity mainframes and/or databases to locate, analyze, and supply data elements required for transaction routing, indexing, and image retrieval purposes. </li></ul><ul><li>Serve as a subject matter expert (SME) by assisting team members with resolving complex processing issues, providing training, and conducting secondary process reviews. Independently monitor multiple work queues to ensure the accurate and timely completion of customer transactions. </li></ul><ul><li>Identify and support workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations, and driving process efficiencies through change management. </li></ul><ul><li>Ensure the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues. </li></ul><ul><li>Track and enter time and volume-related data to demonstrate processing compliance and ensure reporting accuracy. </li></ul><ul><li>High speed keying aptitude </li></ul><ul><li>Strong organizational skills with meticulous attention to detail\ </li></ul><ul><li>Ability to work effectively in a team environment </li></ul><ul><li>Highly motivated, self-directed, and independent thinker </li></ul><ul><li>Highly skilled in customer service </li></ul><ul><li>Ability to prioritize multiple tasks to meet tight deadlines </li></ul><ul><li>Proficiency in navigating multiple applications </li></ul><ul><li>Flexibility and adaptability to change </li></ul><ul><li>Problem-solving skills across functional and business lines </li></ul><ul><li>Working knowledge of MS Office, including Excel, Outlook, Access database software, and the Internet </li></ul><ul><li>Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units, and external deposit institutions </li></ul><ul><li>Experience working in a risk-controlled environment </li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamAs part of the Fidelity Brokerage and Operations Technology group, the Inbound Processing team is the backbone of transaction processing for the firm. We provide imaging, data entry, and document processing services for several Fidelity business units. Our knowledgeable team and comprehensive solutions emphasize quality, risk mitigation, and end-to-end operational efficiency, bolstering Fidelity’s ability to deliver superior customer experience. If you thrive on continuous improvement, exceptional customer service, and team development, the role of CTC Senior Representative, Transaction Processing, OSG Operations, may be ideal for you! <h3>Certifications:</h3><h3>Category:</h3>Transaction ProcessingMost 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.

Senior Representative, Transaction Processing

Job Requirements This specific restaurant is independently owned and operated by a Whataburger franchise.&nbsp;Please click on the apply button below to be redirected to this franchisee’s website. Once there, you will be able to learn more about this position information and their application process.

35 Procurement / Operations Jobs in Fort Worth, TX, USA