Senior Manager

Role Overview

• Ensure that all the contributions, grants, and money movement transactions are accounted for and accurately recorded.
• Manage daily work through tools of Fidelity Investments.
• Coordinate interactions with donors, advisors and non-profit organizations.
• 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.
• Enable 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
• 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
• 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.
• 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.

Tech Stack

• React

Benefits

• Health insurance
• 401(k) matching
• Paid time off
• Professional development opportunities