Manager, Alternative Investments

Fidelity Investments • Westlake, TX

1d • Hybrid

About The Position

The Role You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing and leading 10-15 associates to work hard collectively as a team! You’re a motivator, focused, fast paced and inspired by change. You can coach to key behaviors that help drive business results. You empower others to accept feedback and develop an environment focused on growth and development. You encourage others to create the best customer experience possible. The Team The Recon team is tasked with reconciliation of Hedge Funds, non-publicly traded REITS, Funds of Funds, Private Investment Funds and other asset classes. This role will lead a team of associates responsible for handling research requests regarding account transactions and for resolving complex reconciliation issues in a timely manner. The associates will act as the owner of the relationship between the Product Sponsor and Fidelity. Alternative Investments Managers lead an end-to-end operations business that supports over $50B in customer assets. Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. The Alternative Investments Manager can navigate these processes, introduce automation where applicable and ensure the ultimate client experience or our clients. The role will include leadership of an operational team focused on reconciliation analysis and maintenance processing.

Requirements

• 4+ years of experience in brokerage operations required
• 2+ years of management and/or team lead experience preferred
• Alternative Investments experience/knowledge is a major plus
• College degree or applicable work experience
• Series 7 or 99 license (can obtain within 90 days of hire)
• Your problem-solving ability encourage creative solutions
• Your effective communication skills
• You know how to adapt and be flexible when the business changes
• Your proven ability to establish links across the organization
• Your ability to grow and deepen industry relationships

Responsibilities

• Crafting lifetime internal and external relationships and playing a meaningful role in the customer experience
• You will help find opportunities to drive the business towards a first-class digital experience
• Supporting associates daily and coaching to desired behaviors
• Fostering an environment of passion, growth and development
• Leading others through change
• Implementing standards for optimized performance delivery, aligned with industry best practices
• Partnering with Technology resources to ensure product rollouts to deliver maximum benefit to Fidelity
• Carefully managing, monitoring and reporting results along with assessing and mitigating risk

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees