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Director, Brokerage Alternative Investment

AT Fidelity Investments
Fidelity Investments

Director, Brokerage Alternative Investment

Westlake, TX

Job Description:

The Role

The Director, Alternative Investments, is a highly strategic and influential role within the organization, focusing on alternative investments. This position requires a blend of leadership, risk management, and operational expertise to drive the business forward. Here are some key aspects of the role:

  • Policy Communication and Risk Management: Ensuring that company policies and legal guidelines are efficiently communicated and implemented to minimize risk.
  • Leadership and Team Dynamics: Leading and inspiring management teams, encouraging an environment of continuous improvement, and building trust across the business.
  • Decision Making and Collaboration: Making tough decisions that positively impact the organization and developing strong business partner relationships.
  • Strategic Direction: Translating the broader organization's business plan into operational priorities and aligning resources to implement the plan.
  • Operational Performance: Influencing beyond direct span of control to drive performance and holding groups accountable for results.
  • Resource Efficiency and Innovation: Establishing plans that drive resource efficiency, innovation, and sustainable quality.
  • Relationship Building: Crafting and maintaining positive relationships with stakeholders, including key clients and business partners.

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Expertise and Skills:

  • 5+ years of related operations management experience, preferably in alternative investments.
  • Bachelor's degree or equivalent experience.
  • Strong people management and development
  • Licenses Series 7 or 99 license (or within 90 days of hire).
  • Excellent written and oral communication skills.

The Team:

The team is responsible for managing over $70B in customer assets and focuses on asset review, onboarding, reconciliation analysis, and maintenance processing.

This role is not eligible for sponsorship.

Certifications:

Series 07 - FINRA, Series 99 - FINRA

Category:

Brokerage Operations
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Client-provided location(s): Westlake, TX, USA
Job ID: Fidelity-2106793
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.