Responsible for key money movement functions (Money Out (Grants), Money In (Contributions) or NPO Enrollment) in Texas or Salt Lake City.
Hire, coach and mentor the managers on the team, expanding their influence and preparing them for a future across Fidelity.
Measure success through various critical metrics, including client satisfaction, risk avoidance, improving operational scale and overall leadership of the team.
Lead cross-functional initiatives which have significant business impact.
Ensure all the grants, contributions and money movement transactions are accounted for and accurately recorded.
Work is managed through tools of Fidelity Investments.
Engage with vendors in a professional manner. Looking to evaluate work distribution and performance.
Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity.

Bachelor’s degree required with at least 12 years of relevant work experience or Masters with 10+ years of experience.
Preferred experience or demonstrated proficiency in the areas of Risk Management, Fraud, Compliance, and Operations.
Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations.
5+ years of demonstrated ability to lead, manage, and mentor a team in a dynamic environment.
Effective verbal/written communication skills to influence, build consensus and integrate complex information.
Make decisions based on long-term view of trends, issues and business implications.
Track record of coaching, managing, developing, and leading others, building associate engagement to deliver outstanding business results.
Ability to own/improve business partner relationships and engage with vendors in a professional manner.
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.
Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands.

Director, Operations

Key skills