Director of Operations

Role Overview

• Responsible for key money movement functions (Money Out (Grants), Money In (Contributions) or NPO Enrollment) in Texas or Salt Lake City, leading multiple teams/functions.
• Ensure that all grants, contributions and money movement transactions are accounted for and accurately recorded.
• 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.
• Participate in and lead cross-functional initiatives which have significant business impact.
• Manage a budget, build a resilient staff, meet operational metrics and set the strategic and tactical roadmap for the capability.

Requirements

• 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
• Able to deliver presentations and represent management at least two levels and beyond
• 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 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
• 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

Tech Stack

• React
• SaltStack

Benefits

• Passionate about making financial expertise broadly accessible
• Creating and nurturing a diverse and inclusive work environment