Senior Manager

Fidelity Investments•Westlake, TX

2d•Onsite

About The Position

National Charitable Services performs philanthropic services for the largest donor advised fund in the world, Fidelity Charitable. Service Delivery and Operations supports money movement, money in and money out, all functions that enable our donors, advisors and non profit organizations to accomplish their goals! The Role As part of operations, our job is to ensure that all the contributions, grants, and money movement transactions are accounted for and accurately recorded. A lot of the daily work is managed through tools of Fidelity Investments, but our business model is unique! Every day we have thousands of interactions with our donors, advisors and non profit organizations. Operations is suited for those that enjoy having a regular, daily routine – but fair warning – it does get strained during our end of year busiest time – Giving Season. The most complex roles within each function are led by a Senior Manager who complete the most sophisticated tasks, train new associates, and produce accurate work independently. They must always demonstrate professional deportment and hold the respect of the team for their knowledge, personal integrity, passion and work ethic. Our Senior Managers are also people managers, leading a team of at least 8 associates in Texas or North Carolina. This role is key to our success in Service Delivery Operations, ensuring our controls are executed flawlessly each day. Our goal is for associates to work on the team for up to 3-4 years and achieve a promotion before transitioning to another department.

Requirements

Bachelors or equivalent with 8 years of experience or Masters with 6 years of experience
2 years of demonstrated ability to lead, manage, and mentor a team in a dynamic environment
Effective verbal and written communication skills to influence, build consensus and integrate complex information.
Able to deliver presentations and represent management at least two levels and beyond
Utilizes discretion in matters which involves the exchange of non routine information.
Requires the use of common courtesy, tact and discretion to maintain cooperative associations.
Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.
Able to own and improve business partner relationships and engage with vendors in a professional manner.
Solves a variety of problems, typically of complex scope with minimal reference to established policies and procedures
Ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently
Provides complex analysis and advice to senior management
Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands

Nice To Haves

Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.
Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations

Responsibilities

Lead quality and timely work to meet the needs of a wide range of donors, advisors and non profit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues.
Continually evaluate work distribution and performance.
Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity.
Complete the most sophisticated tasks, train new associates, and produce accurate work independently.
Lead a team of at least 8 associates in Texas or North Carolina.
Ensure controls are executed flawlessly each day.