Posted 12 days ago
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**Senior Manager, Brokerage Treasury Operations:** Lead Westlake team, delivering operational excellence in money movement. Leverage banking expertise to align priorities, enhance service delivery, and drive business growth. Key responsibilities include team leadership, operational performance management, risk control, stakeholder partnerships, and process improvement. Required: deep banking experience, FINRA Series 99 (within 90 days of hire), and a track record of developing high-performing teams.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Senior Manager, Treasury Operations
Fidelity Investments Westlake, TX
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking an experienced Senior Manager to lead the Westlake team as part of a dual-site operation. This leader will be accountable for delivering operational excellence, maintaining a strong risk and control environment, and ensuring consistent execution, quality, and service delivery while partnering closely with peers across locations.
The ideal candidate is a proven operations leader with deep banking and money movement expertise, a strong focus on people leadership, and a track record of developing high-performing teams. This role requires close partnership with business and operations leaders to align priorities, enhance service delivery, and support business growth.
The Senior Manager will champion continuous improvement, strengthen operational controls, develop team talent, and drive initiatives that improve efficiency, scalability, quality, and the overall customer experience.
The Expertise and Skills You Bring
- Lead and develop the Westlake team, fostering a culture of accountability, quality, and continuous improvement.
- Ensure the timely and accurate processing of money movement activities, including ACH, wires, checkwriting, investigations, reconciliations, and exception processing.
- Drive operational performance by meeting service level commitments, maintaining high-quality standards, and minimizing operational risk.
- Monitor key performance indicators related to service, quality, productivity, and risk.
- Partner with internal stakeholders and external banking partners to deliver a seamless customer experience and resolve complex issues.
- Lead process improvement initiatives that enhance efficiency, scalability, controls, and service delivery.
- Maintain a strong risk and control environment, ensuring compliance with regulatory requirements, policies, and procedures.
- Develop team capabilities through coaching, performance management, succession planning, and cross-training.
- FINRA Series 99 required; within 90 days of hire
Department
The Operations and Services Group (OSG) Treasury Cash Management Services division provides critical money movement services in support of the firm's lines of business. The division is responsible for the secure, accurate, and timely movement of funds while maintaining a strong focus on operational excellence, risk management, regulatory compliance, and client experience.
The Team
The team supports the end-to-end processing and servicing of money movement products, including ACH, wire transfers, checks, returns, and Bill Pay. The team is responsible for transaction processing, wire posting, investigations, exception management, settlement, and reconciliations, ensuring work is completed with the highest levels of quality, accuracy, and compliance.
Working closely with Client Experience, Risk, Product, Compliance, Technology, and Fraud partners, the team plays a critical role in delivering exceptional service while maintaining a strong control environment.
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:
Series 99 - FINRACategory:
Brokerage OperationsPlease 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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