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Senior Manager – Money and Asset Movement

Senior Manager – Money and Asset Movement

CompanyFidelity Investments
LocationNew York, NY, USA
Salary$71000 – $120000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

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.