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Senior Manager – Money and Asset Movement
Company | Fidelity Investments |
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Location | New York, NY, USA |
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Salary | $71000 – $120000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior, Expert or higher |
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Requirements
- Bachelor’s degree
- Experience within the financial services industry, brokerage operations preferred
- Series 7 required
- Series 9/10 or 24, required within 12 months of hire
- A passion for managing and leading people
- A history of successfully managing/leading teams
- The ability / desire to dig deep into a process and understand operational gaps and blind spots
- The confidence to make thoughtful and data driven decisions on adjustments for complex, escalated or exception items
Responsibilities
- Lead a team of 10-15 employees who provide responsive service to Fidelity Brokerage Company customers across multiple lines of business
- Collaborate with management to set the direction and strategy of the department
- Mentor and develop employees to achieve productivity and quality targets
- Deliver an outstanding customer service experience
- Staff for forecasted volumes and service levels
- Supervise clients’ service experience
- Maintain strong working relationships with key clients and business partners
- Provide effective coaching to attract and retain talent
- Leverage available resources to meet daily service targets
- Improve customer satisfaction
- Support projects in alignment with company direction
- Manage elevated risk / exposure items
Preferred Qualifications
No preferred qualifications provided.