Strategy & Operations Lead at Clio, a legal AI technology company, managing strategic programs and overseeing operational alignment. Responsible for leading complex initiatives and cross - functional collaboration.
SF
Hybrid Director, TA Treasury Operations
Posted 3 months ago
About the role
- 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
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Operations Manager overseeing the establishment and operation of the new Fassmer location in Stralsund. Leading a team and ensuring effective management of production and facilities activities.
Developing modern, intuitive production dashboards and analyzing processes at Trivium Packaging. Collaborating with cross - functional teams to improve operational excellence in sustainable metal packaging.
Sales Operations Specialist optimizing HubSpot CRM for Everflow, a SaaS Partner Marketing platform managing affiliate revenue. Collaborating with sales leadership to enhance sales processes and performance.
Operations Agent coordinating international ocean freight operations in Rotterdam. Ensuring timely import and export shipments, collaborating with clients and internal teams, and managing documentation.
IT & AV Operations Engineer responsible for AV systems and IT support in Vanta's London office. Ensuring seamless tech experience for employees in a hybrid work environment.
Sales Center Manager managing store operations for Dal - Tile, a subsidiary of Mohawk Industries. Leading store personnel to achieve revenue goals and ensure compliance with policies.
Sales Center Manager overseeing store operations and personnel at Dal - Tile, a Mohawk Industries subsidiary. Leading objectives achievement and strategic planning for customer relationships and business growth.
Sales Center Manager managing store operations and personnel for Dal - Tile in Omaha. Achieving revenue targets, developing customer relationships, and ensuring compliance with company policies.
Neuropsychologist managing patient care and assessments at LifeStance Health. Collaborating within a clinical team to provide mental healthcare services in an outpatient setting.