Fidelity Investments · 10 hours ago
Manager/Sr. Manager, Brokerage Operations
Roanoke, TX
Full-time
Hybrid
Senior LevelFidelity Investments is a leading financial services company, and they are seeking a Brokerage Operations Manager/Senior Manager. In this leadership role, you will lead a team dedicated to delivering exceptional service to clients, drive strategic direction, and optimize operational performance.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Drive Strategic Direction: Collaborate with senior leadership to define departmental strategy, set priorities, and align operational goals with organizational objectives
Lead and Develop Talent: Mentor and coach team members to achieve productivity, quality, and service excellence. Foster a culture of continuous improvement and professional growth
Ensure Outstanding Client Experience: Oversee service delivery to maintain superior customer satisfaction, manage escalated issues, and uphold service-level commitments
Optimize Operational Performance: Leverage resources to meet daily service targets, forecast staffing needs, and implement process improvements that enhance efficiency and reduce risk
Build Strong Partnerships: Serve as a liaison between business units, cultivating relationships with key stakeholders and business partners to support collaboration and shared success
Influence and Inspire: Provide clear direction, communicate priorities effectively, and lead by example to build high-performing teams aligned with a common vision
Qualification
Required
A bachelor's degree
Series 7 required
Series 9/10 or 24 required within 12 months of hire
Experience within the financial services industry, brokerage operations preferred
A passion for managing and leading people
A history of successfully managing/leading teams
The ability / desire to dig deep into a process and understand operational gaps and blind spots
The confidence to make thoughtful and data driven decisions on adjustments for complex, escalated or exception items
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-02-04
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2026-02-04
Company data provided by crunchbase