Manager, Alternative Investments

Fidelity Investments•Westlake, TX

1d•Hybrid

About The Position

This role is an exciting opportunity for someone who enjoys coaching, influencing outcomes, and leading others through change. You will guide and support a team of 10–15 associates, helping them deliver strong results while growing their skills and confidence. In this role, you’ll create an environment where associates feel supported, encouraged, and empowered to do their best work. You’ll coach key behaviors, foster collaboration, and help the team adapt in a fast‑moving business. You’ll also play a meaningful role in shaping customer experience and driving improvements through process optimization and technology partnerships. This position offers hands‑on leadership experience within Alternative Investments—one of the fastest‑growing and most in‑demand areas in the financial services industry. If you have a strong foundation in brokerage operations and want to expand your impact, build leadership capability, and learn a complex asset class that is highly valued across the market, this role offers a compelling career path.

Requirements

4+ years of experience in brokerage operations
2+ years of team lead or people‑management experience preferred
Interest in learning or growing expertise in Alternative Investments (experience is a plus)
College degree or equivalent work experience
Series 7 or 99 license (or ability to obtain within 90 days of hire)
Strong problem‑solving skills with the ability to think creatively and drive solutions
Clear, effective communication skills and the ability to influence others
Flexibility and adaptability in a changing business environment
Ability to build relationships and collaborate across teams
Desire to coach, develop, and support others in their professional growth

Nice To Haves

Experience in Alternative Investments

Responsibilities

Guide and support a team of 10–15 associates.
Help the team deliver strong results while growing their skills and confidence.
Create an environment where associates feel supported, encouraged, and empowered to do their best work.
Coach key behaviors, foster collaboration, and help the team adapt in a fast‑moving business.
Play a meaningful role in shaping customer experience and driving improvements through process optimization and technology partnerships.
Manage associates who support over $100B in customer assets.
Operate in a space where expertise is in high demand across the industry.
Provide hands‑on exposure to specialized operations, process improvement, and opportunities to introduce automation and drive better client outcomes.