Senior Manager - Corporate Actions

Fidelity Investments • Boston, MA

244d • $71,000 - $120,000 • Hybrid

About The Position

The candidate will be a member within an evolving team which is reinventing core brokerage processes and technologies to meet changing customer and industry needs. The right individual will apply deep analytical skills and extensive brokerage knowledge to drive and implement various processes in relevant areas to ensure that they support the highest standards for customer service. The areas in focus for this role are to develop and implement an innovative solution for corporate action processing by collaborating across the multiple operations groups and microservices that support the clearing firm. The coverage will range from mandatory to voluntary corporate actions processing and communications.

Requirements

• Strong subject matter expertise relative to the products and processes listed above.
• 7+ years Brokerage Operations and/or Service experience in the financial services industry.
• Experience with DTCC required.
• The ability to drive system solutions and support business requirements for new products.
• Experience in designing, writing and executing testing of system functionality.
• Knowledge with onboarding new clients via broker dealer conversions is a plus.
• Act as an intermediary between clients, paying agents and brokers as well as information agents focusing on the importance of timely and accurate communication.
• Manage expiration date events (and relevant liabilities) along with reconciliation of new entitlements for a variety of regionally specific corporate actions.
• Event and instruction management in proprietary applications.
• Excellent interpersonal skills with the ability to collaborate, empower and communicate effectively and assertively with internal and external stakeholders.
• Ability to adjust team/departmental priorities to support changing needs.
• Track record of end-to-end process improvement delivering tangible business results.
• Series 99 required.

Nice To Haves

• Knowledge with onboarding new clients via broker dealer conversions.

Responsibilities

• Collaborate with Operations teams to ensure all corporate action events are processed accurately and timely.
• Gather external feedback to drive process improvements.
• Contribute to the ongoing gathering and analysis of relevant platform data and key measures which support the continuous optimization process.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities