Manager, Alternative Investments
Fidelity(1 month ago)
About this role
This role leads a brokerage operations reconciliation team supporting Fidelity’s Alternative Investments business. The manager oversees a group of 10–15 associates handling complex reconciliation and research related to alternative asset classes and maintains key internal/external relationships to ensure a strong customer experience. The position operates within a regulated financial services environment and partners across the organization to support business change and improvements.
Required Skills
- People Management
- Team Leadership
- Brokerage Operations
- Reconciliation
- Alternative Investments
- Coaching
- Change Management
- Process Improvement
- Risk Management
- Stakeholder Management
+6 more
Qualifications
- College Degree
- Series 7
- Series 99
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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