Director/Senior Manager, Legal Document Administration
Fidelity(1 month ago)
About this role
Managerial role overseeing operations that support Workplace Investing, including Defined Benefit operations, beneficiary qualifications, QDRO processing, and processing of complex legal documents. The role supervises U.S.-based teams and dotted-line colleagues in India and is responsible for driving process improvement, operational excellence, risk controls, and regulatory compliance while partnering across functions to deliver client service.
Required Skills
- Leadership
- Operations Management
- Strategy Implementation
- Risk Management
- Process Improvement
- Communication
- Data Analytics
- QDRO Processing
- Benefits Administration
- Compliance
Qualifications
- Bachelor's Degree
- MBA Preferred
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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