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Head of FFIO Fund Operations

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 4 days ago

No clicks

**Head of Fund Operations:** Lead cross-site teams (Merrimack, NH; Westlake, TX) in large-scale fund ops, delivering Fidelity's accounting, pricing, and fund servicing. Key responsibilities include setting KPIs, driving operational excellence, talent development, and fostering strategic partnerships. Seek MBA/Master's degree holder with 15+ years in financial services operations, including global experience and product oversight. Proven change management, communication, and executive presence skills. 100 words, neutral tone, no repetition, no generic phrases. Keywords used: Head of Fund Operations, fund ops, Fidelity, strategic leadership, KPIs, talent development, financial services operations, global experience, change management.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Head of Fund Operations


The Head of Fund Operations provides strategic leadership to our large-scale operations environment and product organization in multiple offices including Merrimack, NH and Westlake, TX and provides accounting, pricing services as well as fund billing/expense, Transfer Agency/Treasury and Alternatives Servicing (ETFs) supporting multiple asset managers. These services include books and records maintenance, securities pricing including Fair Value protocols, and net asset value, yield and distribution rate calculations.


This role influences both direction and outcomes with an emphasis on staff development and performance management while leading all aspects of the implementation of market leading innovations. This role is viewed as the face of Fidelitys Pricing and Bookkeeping services dealing with industry organizations, External Auditors and P&B required vendor partners in the marketplace.


  • You are responsible for multi-site team in establishing goals including Key Performance Indicators (KPIs) that align with four areas of focus: quality & risk, scale & efficiency, talent and business partner alignment with respect to internal oversight teams including Asset Management divisional leaders, the Fund Treasurers office and Internal Audit-and external partners such as the Independent Fund Auditing teams.
  • You have a deep desire to continuously learn, implement new techniques and deliver on innovative ways of performing business functions for greater efficiencies
  • Development of staff to ensure the delivery of high-quality consultative expertise and accountability.
  • Understand and align critical business partner demand with strategic solutions and key initiatives to enable success.
  • Through leadership engagement, drive the cultural adoption of key principles around the use of metrics, data visualization and analysis, while encouraging an innovative environment where measured risk taking is carefully assessed.
  • Communicate key messages from the senior leadership team to all associates in a respectful and transparent manner. Influence within professional networks as a trusted Brand Ambassador ensuring FFIOs place as a key talent destination now and in the future.
  • Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization

The Expertise and Skills You Bring

  • Bachelors degree required; MBA or other advanced degree preferred
  • 15+ years broad financial services operations experience
  • 15+ years operations leadership experience with a track record of growing responsibility
  • Global operations experience preferred, product oversight experience required
  • As a well-respected leader, you demonstrate a collaborative work style with leaders across the organization
  • Successful at navigating, developing/building, and influencing relationships with key business leaders and business partners
  • Effectively lead change and continued transformation of a sophisticated operating environment, including process re-engineering
  • Excellent communication skills and executive presence
  • Communicate regularly with Candor, Transparency and Confidence
  • Experienced budget management and overall financial acumen for both FFIO and in the best interest of the Firm
  • Proven ability to effectively lead through large scale change including knowledge of enterprise platforms for seamless execution
  • Willingness to take calculated fact-based risks and supports the risks taken by FFIO leadership team members

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 associates 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 to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.


Fidelitys 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:

Category:

Investment Operations

Please be advised that Fidelitys 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.

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

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 associates for their unique perspectives and experience. 

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search

Head of FFIO Fund Operations

Compensation

Not specified

City: Not specified

Country: United States

Fidelity Investments logo
Asset Management

4 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Head of Fund Operations:** Lead cross-site teams (Merrimack, NH; Westlake, TX) in large-scale fund ops, delivering Fidelity's accounting, pricing, and fund servicing. Key responsibilities include setting KPIs, driving operational excellence, talent development, and fostering strategic partnerships. Seek MBA/Master's degree holder with 15+ years in financial services operations, including global experience and product oversight. Proven change management, communication, and executive presence skills. 100 words, neutral tone, no repetition, no generic phrases. Keywords used: Head of Fund Operations, fund ops, Fidelity, strategic leadership, KPIs, talent development, financial services operations, global experience, change management.

Full Job Description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Head of Fund Operations


The Head of Fund Operations provides strategic leadership to our large-scale operations environment and product organization in multiple offices including Merrimack, NH and Westlake, TX and provides accounting, pricing services as well as fund billing/expense, Transfer Agency/Treasury and Alternatives Servicing (ETFs) supporting multiple asset managers. These services include books and records maintenance, securities pricing including Fair Value protocols, and net asset value, yield and distribution rate calculations.


This role influences both direction and outcomes with an emphasis on staff development and performance management while leading all aspects of the implementation of market leading innovations. This role is viewed as the face of Fidelitys Pricing and Bookkeeping services dealing with industry organizations, External Auditors and P&B required vendor partners in the marketplace.


  • You are responsible for multi-site team in establishing goals including Key Performance Indicators (KPIs) that align with four areas of focus: quality & risk, scale & efficiency, talent and business partner alignment with respect to internal oversight teams including Asset Management divisional leaders, the Fund Treasurers office and Internal Audit-and external partners such as the Independent Fund Auditing teams.
  • You have a deep desire to continuously learn, implement new techniques and deliver on innovative ways of performing business functions for greater efficiencies
  • Development of staff to ensure the delivery of high-quality consultative expertise and accountability.
  • Understand and align critical business partner demand with strategic solutions and key initiatives to enable success.
  • Through leadership engagement, drive the cultural adoption of key principles around the use of metrics, data visualization and analysis, while encouraging an innovative environment where measured risk taking is carefully assessed.
  • Communicate key messages from the senior leadership team to all associates in a respectful and transparent manner. Influence within professional networks as a trusted Brand Ambassador ensuring FFIOs place as a key talent destination now and in the future.
  • Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization

The Expertise and Skills You Bring

  • Bachelors degree required; MBA or other advanced degree preferred
  • 15+ years broad financial services operations experience
  • 15+ years operations leadership experience with a track record of growing responsibility
  • Global operations experience preferred, product oversight experience required
  • As a well-respected leader, you demonstrate a collaborative work style with leaders across the organization
  • Successful at navigating, developing/building, and influencing relationships with key business leaders and business partners
  • Effectively lead change and continued transformation of a sophisticated operating environment, including process re-engineering
  • Excellent communication skills and executive presence
  • Communicate regularly with Candor, Transparency and Confidence
  • Experienced budget management and overall financial acumen for both FFIO and in the best interest of the Firm
  • Proven ability to effectively lead through large scale change including knowledge of enterprise platforms for seamless execution
  • Willingness to take calculated fact-based risks and supports the risks taken by FFIO leadership team members

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 associates 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 to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.


Fidelitys 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:

Category:

Investment Operations

Please be advised that Fidelitys 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.

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

Company overview

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 associates for their unique perspectives and experience. 

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search