Manager, Model Portfolio Operations

Fidelity(5 days ago)

HybridFull TimeManager$116,872 - $153,825 (estimated)Investment Operations

About this role

The Manager, Model Portfolio Operations at Fidelity supports the delivery and management of model portfolios and managed account data, ensuring operational accuracy and compliance. The role involves managing onboarding processes, establishing best practices, and collaborating across various internal and external teams to facilitate smooth product launches and ongoing operations.

View Original Listing

Required Skills

Excel
Operations Management
Relationship Management
Data Accuracy
Process Improvement
Mutual Funds
ETFs
Corporate Actions
Client Relations
Automation

About Fidelity

fidelity.com

Fidelity 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.

View more jobs at Fidelity →