Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you prepared to lead a team toward flawless execution? As the Director of Treasury Management and Money Movement at Fidelity Investments, you will provide strategic and operational leadership for essential money movement and complex reconciliation tasks. You will coordinate the accurate, timely, and controlled completion of these activities, ensuring they meet SOC 1 audit requirements. This role suits someone who thrives on exciting goals and enjoys acting as a central contact for firm-wide efforts!!

• Provide operational leadership and risk oversight for high-value Treasury management and money movement activities, ensuring accurate, timely, and compliant execution of complex Wire and ACH transactions across multiple Fidelity products and external banking partners.

• Drive strong governance and audit readiness by validating documentation, approving and reviewing team output, monitoring critical bank file processing, and mitigating financial, operational, and fraud risk associated with payment exceptions or failures.

• Serve as the escalation point and strategic liaison with internal stakeholders and external banking partners to research exceptions, locate missing payments, resolve client inquiries, and oversee long-term remediation efforts, including fraud and forgery claims.

• Lead and oversee end-to-end daily bank account reconciliation operations across a complex portfolio of WI accounts and partner banks, ensuring accurate reconciliation of high-volume, high-dollar transactions by validating cash flows, payments, and settlements against internal recordkeeping systems.

• Ensure strong controls, issue resolution, and risk escalation by guiding associates through complex out-of-balance scenarios, approving payment decisions on exception items (e.g., check reviews), identifying abnormal trends, and escalating material risks or anomalies to management to protect financial integrity.

The Expertise and Skills You Bring

• • Bachelor's degree or related experience, preferably in Business, Accounting or Finance
  • Five to seven years' experience within a professional, fast-paced, corporate environment, preferably in the financial services or banking industry
  • Proven leadership skills in a constantly evolving environment while effectively guiding a team through change management
  • Strong analytical & problem - solving skills with proven ability to balance multiple priorities while being highly adaptable to changing circumstances
  • Prior people management experience with proven associate coaching skills and the ability to cultivate a highly engaged work atmosphere
  • Commitment to drive quality and process improvements in a fast paced and high- risk business environment
    

The Team

We are a dynamic team based in Covington, KY, committed to safeguarding Fidelity Investments' financial integrity. Our sixteen associates manage major financial and reputational risks. This work requires proactive risk identification, strong issue management, and timely resolution of business challenges. We promote a culture of learning and mobility. Developing a solid understanding of Fidelity systems and cash flow processes is essential to supporting and representing our team effectively. Our greatest asset is our people. We strive to build an inclusive and collaborative environment that encourages innovation and outstanding performance. Join us in this outstanding role and help us reach our ambitious goals!

Most 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete 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.

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.

Certifications:

Category:

Operations
Most 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.



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