Job Description:
The Role
Bank Services Team Lead is responsible for ensuring the execution, reconciliation, and monitoring of multi-billion dollars of daily money movement in support of a variety of WI Products including Defined Contributions, Defined Benefits and Health & Welfare. The team acts as the primary contact for internal and external business partners on operational money movement issues. In addition, the team works with internal business partners to ensure that potential risk factors are understood, and best practices are followed when carrying out money movement responsibilities. Accountable for maintaining and following controls to ensure organization meets established standards.
This will require the development of technical expertise across a wide array of processes, thru hands-on learning and collaboration with subject matter experts across multiple FinOps teams. In addition, this will include working with several different business partners in numerous locations so you must be highly motivated, self-directed and can motivate and lead others to ensure business critical tasks as completed. The Team Lead will also have direct communication with WI's external banking partners and be responsible for working with both internal and external partners to accomplish key business goals.
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The Expertise and Skills You Bring
- Experience and confirmed understanding of applicable Fidelity System Applications (Omnipay, XTRAC, Disc Recon) and Microsoft Office products (Word, Excel, Outlook).
- Exhibit strong analytical and problem-solving skills.
- Display strong written and verbal communication skills.
- Able to develop a clearly defined course of action to organize work and accomplish goals for yourself and your team.
- Achieve results by effectively communicating with internal and external business partners.
- Balance multiple priorities and adapt to changing business needs.
- Manage and facilitate change through appropriate planning and communication.
- One to three years' experience within a professional, fast paced, corporate environment, preferably in the financial services industry.
The Team
FinOps is a critical control organization responsible for performing investment execution, reconciliation, pricing and cash management control and oversight for WI products. On the FinOps Bank Services team you will monitor the execution and research high value money movements that impact clients and customers and carry a high degree of risk. The Team Lead must ensure that established controls and procedures are being followed by the team when completing daily functions and when providing support to business partners and speak to those controls with Internal and External Auditors. The Team Lead must exercise strong technical, analytical, problem solving and decision-making skills to meet expectations and resolve issues within defined timeframes and guidelines. The Team Lead will also act as support for the team on escalations, and ensure all daily work is completed and SLA's are met.
Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.
For roles based in the US: Visit myHR and search for
accommodation to review Fidelity's Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.