FinOps Bank Services Team Lead

Job Description: The Role Bank Services Team Lead is responsible for ensuring the execution, reconciliation, and monitoring of multi-billion dollars of daily money movement in support of a variety of WI Products including Defined Contributions, Defined Benefits and Health & Welfare. The team acts as the primary contact for internal and external business partners on operational money movement issues. In addition, the team works with internal business partners to ensure that potential risk factors are understood, and best practices are followed when carrying out money movement responsibilities. Accountable for maintaining and following controls to ensure organization meets established standards. This will require the development of technical expertise across a wide array of processes, thru hands-on learning and collaboration with subject matter experts across multiple FinOps teams. In addition, this will include working with several different business partners in numerous locations so you must be highly motivated, self-directed and can motivate and lead others to ensure business critical tasks as completed. The Team Lead will also have direct communication with WI’s external banking partners and be responsible for working with both internal and external partners to accomplish key business goals. The Expertise and Skills You Bring Experience and confirmed understanding of applicable Fidelity System Applications (Omnipay, XTRAC, Disc Recon) and Microsoft Office products (Word, Excel, Outlook). Exhibit strong analytical and problem-solving skills. Display strong written and verbal communication skills. Able to develop a clearly defined course of action to organize work and accomplish goals for yourself and your team. Achieve results by effectively communicating with internal and external business partners. Balance multiple priorities and adapt to changing business needs. Manage and facilitate change through appropriate planning and communication. One to three years’ experience within a professional, fast paced, corporate environment, preferably in the financial services industry. The Team FinOps is a critical control organization responsible for performing investment execution, reconciliation, pricing and cash management control and oversight for WI products. On the FinOps Bank Services team you will monitor the execution and research high value money movements that impact clients and customers and carry a high degree of risk. The Team Lead must ensure that established controls and procedures are being followed by the team when completing daily functions and when providing support to business partners and speak to those controls with Internal and External Auditors. The Team Lead must exercise strong technical, analytical, problem solving and decision-making skills to meet expectations and resolve issues within defined timeframes and guidelines. The Team Lead will also act as support for the team on escalations, and ensure all daily work is completed and SLA’s are met. Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job. For roles based in the US: Visit myHR and search for accommodation to review Fidelity’s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2. Certifications: Category: Client Service Operations Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. 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 participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy