Job Description:

Senior Manager

Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services for the largest donor advised fund in the world, Fidelity Charitable. Service Delivery and Operations supports money movement, money in and money out, all functions that enable our donors, advisors and non profit organizations to accomplish their goals!

Note: Fidelity is not providing immigration sponsorship for this position The Role

As part of operations, our job is to ensure that all the contributions, grants, and money movement transactions are accounted for and accurately recorded. A lot of the daily work is managed through tools of Fidelity Investments, but our business model is unique! Every day we have thousands of interactions with our donors, advisors and non profit organizations. Operations is suited for those that enjoy having a regular, daily routine – but fair warning – it does get strained during our end of year busiest time – Giving Season.

The most complex roles within each function are led by a Senior Manager who complete the most sophisticated tasks, train new associates, and produce accurate work independently. They must always demonstrate professional deportment and hold the respect of the team for their knowledge, personal integrity, passion and work ethic.

Our Senior Managers are also people managers, leading a team of at least 8 associates in Texas or North Carolina. This role is key to our success in Service Delivery Operations, ensuring our controls are executed flawlessly each day. Our goal is for associates to work on the team for up to 3-4 years and achieve a promotion before transitioning to another department.

The Expertise and Skills You Bring

• Bachelors or equivalent with 8 years of experience or Masters with 6 years of experience

• Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.

• Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations

• 2 years of demonstrated ability to lead, manage, and mentor a team in a dynamic environment

• Effective verbal and written communication skills to influence, build consensus and integrate complex information.

• Able to deliver presentations and represent management at least two levels and beyond

• Utilizes discretion in matters which involves the exchange of non routine information.

• Requires the use of common courtesy, tact and discretion to maintain cooperative associations.

• Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.

• Able to own and improve business partner relationships and engage with vendors in a professional manner.

• Solves a variety of problems, typically of complex scope with minimal reference to established policies and procedures

• Ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently

• Provides complex analysis and advice to senior management

• Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands

• Lead quality and timely work to meet the needs of a wide range of donors, advisors and non profit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues.

• Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity.

The Team

We have several small teams in our division. Each team focuses on a different part of the operations, such as money in, money out and money movement. The Operations teams have 8-10 associates apiece and 2-3 new associates each year. They work every day with donors/advisors and non profit organizations across the country and in some instances across the globe. Each team is a different entry point into the world of philanthropy. These teams are complementary, working together to resolve complex operations problems.

Certifications:

Category:

Operations

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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.