Director, TA Treasury Operations - Fidelity Fund and Investment Ops (FFIO)
Director, TA Treasury Operations - Fidelity Fund and Investment Ops (FFIO)
Job Description
Job Description:
The Role
The Director in TA Treasury Operations will be a strategic leader responsible for overseeing the governance, execution, and continuous improvement of enterprise-wide money movement processes supporting shareholder and client activity. This role ensures operational excellence across payment rails, including SWIFT, Fedwire, CHIPS, and emerging payment technologies. The Director will lead a high-performing team, manage key banking relationships, and drive initiatives that enhance the customer experience, mitigate risk, and ensure compliance with regulatory and internal policies. You will collaborate with other teams within Fidelity Funds and Investment Operations (FFIO) and business associates across the firm and will interact with senior members of FFIO's organizations with a high degree of autonomy.
The Expertise and Skills You Bring
- Bachelor's degree required; advanced degree or professional certification (e.g., CTP) preferred
- Subject matter expert in treasury, banking, or investment operations, with a strong focus on money movement and payment systems
- Deep understanding of domestic and international payment rails, including SWIFT, Fedwire, CHIPS, and ACH
- Proven experience managing audits, risk controls, and regulatory compliance
- Strong leadership, communication, and stakeholder management skills
- Proficiency in Microsoft Office and treasury systems; experience with Excel macros (UDAs) is a plus
- Outstanding analytical, conceptual thinking, project management, and problem-solving capabilities
- Strong collaborative spirit and team-focused approach
- Skilled in synthesizing sophisticated information into logical and easy-to-understand presentations for diverse audiences
- Lead dialogue with key partners and offer well-reasoned recommendations to advise decision-making
- Encourage and empower others, while building key partnerships
- Strategic problem solver, who has a focus on innovation and driving results
The Team
The TA Treasury Operations Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting and tax work. The Alternative Accounting Team provides operational support for as well as performs the daily, monthly and quarterly pricing and bookkeeping for Fidelity's alternative and digital products as well as the ETF funds within FFIO.
Certifications:
Category:
Investment OperationsMost 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.
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.
Job Description:
The Role
The Director in TA Treasury Operations will be a strategic leader responsible for overseeing the governance, execution, and continuous improvement of enterprise-wide money movement processes supporting shareholder and client activity. This role ensures operational excellence across payment rails, including SWIFT, Fedwire, CHIPS, and emerging payment technologies. The Director will lead a high-performing team, manage key banking relationships, and drive initiatives that enhance the customer experience, mitigate risk, and ensure compliance with regulatory and internal policies. You will collaborate with other teams within Fidelity Funds and Investment Operations (FFIO) and business associates across the firm and will interact with senior members of FFIO's organizations with a high degree of autonomy.
The Expertise and Skills You Bring
- Bachelor's degree required; advanced degree or professional certification (e.g., CTP) preferred
- Subject matter expert in treasury, banking, or investment operations, with a strong focus on money movement and payment systems
- Deep understanding of domestic and international payment rails, including SWIFT, Fedwire, CHIPS, and ACH
- Proven experience managing audits, risk controls, and regulatory compliance
- Strong leadership, communication, and stakeholder management skills
- Proficiency in Microsoft Office and treasury systems; experience with Excel macros (UDAs) is a plus
- Outstanding analytical, conceptual thinking, project management, and problem-solving capabilities
- Strong collaborative spirit and team-focused approach
- Skilled in synthesizing sophisticated information into logical and easy-to-understand presentations for diverse audiences
- Lead dialogue with key partners and offer well-reasoned recommendations to advise decision-making
- Encourage and empower others, while building key partnerships
- Strategic problem solver, who has a focus on innovation and driving results
The Team
The TA Treasury Operations Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting and tax work. The Alternative Accounting Team provides operational support for as well as performs the daily, monthly and quarterly pricing and bookkeeping for Fidelity's alternative and digital products as well as the ETF funds within FFIO.
Certifications:
Category:
Investment OperationsMost 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.
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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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