Director in TA Treasury Operations leading money movement processes for Fidelity’s Fund and Investment Operations. Ensuring operational excellence and compliance while managing key banking relationships.
Responsibilities
Overseeing the governance, execution, and continuous improvement of money movement processes
Ensuring operational excellence across payment rails
Managing key banking relationships
Driving initiatives that enhance customer experience, mitigate risk, and ensure compliance
Collaborating with teams within Fidelity Funds and Investment Operations
Requirements
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
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