FinOps Bank Services Team Lead

Fidelity Investments • Covington, KY

331d

About The Position

The Role Bank Services Team Lead is responsible for ensuring the execution, reconciliation, and monitoring of multi-billion dollars of daily money movement in support of a variety of WI Products including Defined Contributions, Defined Benefits and Health & Welfare. The team acts as the primary contact for internal and external business partners on operational money movement issues. In addition, the team works with internal business partners to ensure that potential risk factors are understood, and best practices are followed when carrying out money movement responsibilities. Accountable for maintaining and following controls to ensure organization meets established standards. This will require the development of technical expertise across a wide array of processes, thru hands-on learning and collaboration with subject matter experts across multiple FinOps teams. In addition, this will include working with several different business partners in numerous locations so you must be highly motivated, self-directed and can motivate and lead others to ensure business critical tasks as completed. The Team Lead will also have direct communication with WI’s external banking partners and be responsible for working with both internal and external partners to accomplish key business goals.

Requirements

• Experience with Fidelity System Applications (Omnipay, XTRAC, Disc Recon) and Microsoft Office products (Word, Excel, Outlook).
• Strong analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to organize work and accomplish goals for yourself and your team.
• 1 to 3 years’ experience in a professional, fast-paced corporate environment, preferably in financial services.

Responsibilities

• Ensure execution, reconciliation, and monitoring of daily money movement.
• Act as primary contact for internal and external business partners on operational money movement issues.
• Work with internal business partners to understand potential risk factors and follow best practices.
• Maintain and follow controls to meet established standards.
• Develop technical expertise through hands-on learning and collaboration.
• Communicate with WI’s external banking partners.
• Support the team on escalations and ensure all daily work is completed and SLAs are met.

Benefits

• Hybrid working model that blends onsite and offsite work experiences.
• Commitment to creating a diverse and inclusive workplace.
• Reasonable accommodations for associates with disabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree