Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted today

Senior Manager, Brokerage Money and Asset Movement

fmr947 open roles

Where
Westlake, TX
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSenior Manager, Brokerage Money and Asset Movementfmr · Westlake, TX

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on fmr's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.5% of postings close within 7 days. Measured by our own scanner across the market. fmr postings stay open a median of 9 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.6%3 days
  3. 13.5%7 days
  4. 21.8%14 days
  5. 36.6%30 days
  6. 58.9%60 days
This job: posted today

fmr median: 9 days open

The posting

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

As a Brokerage Operations Manager, you will be instrumental in working with associates and management team to set the direction and strategy of the department, develop a culture of learning which includes mentoring, developing, and leading associates toward delivering an exceptional client experience. This position is within the Account Management, Transfer of Assets and Money Movement division and supports transfers between Fidelity and external firms, internal Fidelity accounts and distributions to the end client.

Responsibilities include:

  • Lead 10-15 non-exempt employees who provide responsive service to Fidelity Brokerage Company customers across multiple lines of business (Personal Investing, Clearing and Custody).
  • Mentor and develop employees to achieve productivity and quality targets and deliver an outstanding customer service experience
  • Staff for forecasted volumes and service levels and supervise clients' service experience.
  • Consistently communicate the vision and direction of the business throughout the department as well as within Fidelity
  • Acting as a liaison between business units, maintaining strong working relationships with key clients and business partners
  • Provide effective coaching, employee development, to attract and retain talent
  • Facilitating decisions on procedures and adjustments for complex, escalated or exception items
  • Leveraging available resources to meet daily service targets, improve customer satisfaction, support projects in alignment with company direction and handle high risk / exposure items
  • Maintaining flawless execution for processing and service items

The Skills and Expertise You Bring

  • Bachelor's degree
  • Experience within the financial services industry
  • Experience in Brokerage operations preferred
  • Series 7, 63 and either 9/10 or 24 must be acquired within 12 months of hiring.
  • Strong managerial and people skills, which includes the ability to develop and further talent/team
  • The experience and ability to drive efficiency, productivity, unit cost, and utilization.
  • A dedication to drive quality and process measurement improvements in a fast-paced customer service driven business environment.
  • Strong analytical and collaboration skills
  • Ability to cultivate a highly interactive and engaged work environment
  • Ability to influence others is very important. This person will be encouraged to interact with all levels of the organization and appropriate business partners.
  • Strong capability to establish relationships, leveraging networks, encourage the development of a common vision; provide clear direction and priorities, and build effective teams.
  • Strong project management skills and experience

The Team

The Operations & Services Group (OSG) provides superior service to Fidelity's businesses through innovation, dedication, and commitment to excellence. In operating divisions located throughout the country, OSG provides securities execution, clearance and risk management services to retail, institutional and correspondent clients. OSG is comprised of different departments such as Account Services, Margin and Global Settlements, Asset Services, Compliance, Strategy & Planning, Capture Services, Mutual Funds and Brokerage Services, Treasury and Tax Services.

Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 24 - FINRA

Category:

Brokerage Operations, Transaction Processing

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against fmr's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on fmr's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    fmr's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.