Posted 12 days ago
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**Manager, Grant Operations** Oversee Fidelity Charitable's Grant Operations team, managing high-dollar grants, vendor oversight, and collaboration with stakeholders to deliver philanthropic goals. Lead team in work organization, risk management, and key performance metrics achievement. Requires 2+ years' leadership experience, Bachelor's degree, and strong operational skills. Responsible for workflow oversight, associate coaching, and new hire onboarding. Work in a fast-paced, collaborative environment, motivated by philanthropic objectives.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Job Description:
Title: Manager, Grant Operations
Company and Dept: Fidelity Charitable, Service Delivery
Location: One Destiny Way, Westlake TX
Grade: 5
The Fidelity Charitable Gift Fund (www.fidelitycharitable.org) an independent 501(c)(3) public charity that coordinates donor-advised funds which are charitable giving vehicles that provide donors with immediate tax benefits and the ability to support their favorite charities on a flexible timetable. Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits and increased charitable impact of using a donor-advised fund to meet their philanthropic goals.
Note: Fidelity is not providing immigration sponsorship for this position
Position Description
The Manager for Grant Operations will oversee one of two Core Grant Operations team. The manager will review and audit high dollar grant recommendations of our Donors and Advisors, while providing oversight of manager queues, and assist with the day-to-day operations of the Core Grant Operations team. The Manager will be part of a highly motivated, fast-paced, collaborative environment and will help lead the team in work organization, risk management, and the achievement of desired key performance metrics, service level agreements and business results. The Manager will support daily, weekly, and monthly tasks regarding workflow oversight, associate coaching, problem resolution, and new hire onboarding. The Manager will be responsible for vendor oversight, working with key business partners on creating new or revamping existing program offerings to execute philanthropic goals. The Manager will need to assess and evaluate complex requests to determine scalability, risk exposure, and profitability to the business. The Manager will work closely with our Legal, Risk and Compliance team to evaluate complex requests to recommend grant and or charity approvability. These decisions impact if and how our donors can grant funds to certain flagged charities.
The Value You Deliver
Lead daily work distribution to Core Grant Operations team associates
Monitor aged premium work items/queues and follow up to ensure timely transaction processing
Assist the operations management and Philanthropic Relationship Management team with the timely completion of team and departmental projects
Assist in developing resource requirements, planning, and hiring in preparation for Giving Season
Oversee new associate onboarding specifically with access and ensure training is scheduled
Identify process efficiencies and/or technology enhancements to
The Expertise You Have
Bachelors degree and demonstrated ability in service operations
2+ years of leadership experience
Workflow Management
The Skills You Bring
Outstanding interpersonal, planning, and time leadership skills
Demonstrates problem-solving skills
Effective verbal and written communication skills
Shown experience identifying and mitigating areas of risk
Proven track record to lead and mentor associates in a dynamically changing environment
Strong discernment and analytical skills
Strong attention to detail
Ability to work under pressure and tight deadlines
Leadership
The Manager should be comfortable providing direction to the team but also flexible enough to gather insight from the team to align and ensure buy-in. They should help to create an environment oriented to trust, open communication, creative thinking, and cohesive team effort. They should help to motivate and inspire the team while setting a good example and keeping their behaviors consistent with their words.
Must be able to meet overtime commitments
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:
Client ServicePlease 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.
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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.
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.
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