Director, TA Treasury Operations at Fidelity Investments

Westlake, Texas, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Bachelor’s degree required; advanced degree or professional certification (e.g., CTP) preferred
Subject matter expert in treasury, banking, or investment operations, with a strong focus on money movement and payment systems
Deep understanding of domestic and international payment rails, including SWIFT, Fedwire, CHIPS, and ACH
Proven experience managing audits, risk controls, and regulatory compliance
Strong leadership, communication, and stakeholder management skills
Proficiency in Microsoft Office and treasury systems; experience with Excel macros (UDAs) is a plus
Outstanding analytical, conceptual thinking, project management, and problem-solving capabilities
Strong collaborative spirit and team-focused approach
Skilled in synthesizing sophisticated information into logical and easy-to-understand presentations for diverse audiences
Ability to lead dialogue with key partners and offer well-reasoned recommendations to advise decision-making
Ability to encourage and empower others, while building key partnerships
Strategic problem solver, with a focus on innovation and driving results

Responsibilities

Oversee the governance, execution, and continuous improvement of enterprise-wide money movement processes supporting shareholder and client activity
Ensure operational excellence across payment rails, including SWIFT, Fedwire, CHIPS, and emerging payment technologies
Lead a high-performing team
Manage key banking relationships
Drive initiatives that enhance the customer experience, mitigate risk, and ensure compliance with regulatory and internal policies
Collaborate with other teams within Fidelity Funds and Investment Operations (FFIO) and business associates across the firm
Interact with senior members of FFIO’s organizations with a high degree of autonomy

Skills

Key technologies and capabilities for this role

Treasury OperationsSWIFTFedwireCHIPSACHPayment SystemsRisk ManagementRegulatory ComplianceLeadershipStakeholder ManagementProject ManagementExcel MacrosMicrosoft OfficeAnalytical ThinkingProblem Solving

Questions & Answers

Common questions about this position

What is the work arrangement for this role?

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

What key skills and expertise are required for this position?

Candidates need a Bachelor’s degree (advanced degree or CTP preferred), subject matter expertise in treasury, banking, or investment operations with focus on money movement and payment systems like SWIFT, Fedwire, CHIPS, and ACH, plus strong leadership, communication, stakeholder management, analytical, and project management skills.

What does the TA Treasury Operations team do?

The TA Treasury Operations Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit, which provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for this Director role?

A strong candidate will have proven leadership experience leading high-performing teams, deep expertise in payment systems and treasury operations, strong skills in risk management, regulatory compliance, stakeholder collaboration, and a strategic focus on innovation, customer experience, and driving results.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

Land your dream remote job 3x faster with AI

Try Jobo Free