Director, TA Treasury Operations at Fidelity Investments

Westlake, Texas, United States

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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

Treasury Operations

SWIFT

Fedwire

CHIPS

ACH

Payment Systems

Risk Management

Regulatory Compliance

Leadership

Stakeholder Management

Project Management

Excel Macros

Microsoft Office

Analytical Thinking

Problem Solving

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.

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