Manager Investment Operations

Job Description:

Elevate Your Operations Career at Strategic Advisers (SAI)

Are you a highly motivated operations professional seeking a challenging and rewarding opportunity? Join our tight-knit, high-impact Investment Operations team within Strategic Advisers and make a tangible difference. We are seeking an experienced and driven Manager to play a key role in overseeing the day-to-day operational success of SAI’s model-based products.

The Role:

As an Investment Operations Manager, you will be supporting our model management operations, directly contributing to the efficient management of our diverse portfolio. You'll own critical responsibilities, including:

• Investment Team Support: Oversee model reallocations, daily participant trading, and plan sponsor client onboarding
• Data Integrity: Ensure the accuracy and reliability of our data through reporting and query reviews
• Problem Solving: Research and analyze complex operational issues, developing effective solutions and escalating appropriately
• Innovation: Identify and implement process improvements, challenging the status quo and driving continuous operational excellence

Your Expertise and skills you bring:

We are seeking a candidate with a proven track record in operational excellence, a passion for problem-solving, and a collaborative spirit. Specifically, you should possess:

• 5 plus years of hands-on experience in a financial operations environment
• Bachelor's degree (required)
• A deep understanding of investment operations, preferably within Fidelity or a similar financial institution
• An analytical mindset with exceptional problem-solving abilities and a proactive approach to issue resolution
• A demonstrated ability to identify, implement, and optimize operational processes
• Strong data analysis skills, including advanced Excel proficiency. Experience with SQL, TOAD, or Tableau is a plus
• Exceptional organizational skills and the ability to juggle multiple priorities and deadlines with ease
• Superior communication and interpersonal skills, with the ability to build and maintain strong relationships with key stakeholders across the organization

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

Our Team:

Become part of a dynamic and collaborative Investment Operations team that plays a vital role in supporting workplace managed accounts, FI and other products on the model management platform, as well as providing comprehensive fund operations support across Strategic Advisers. We are a forward-thinking team that embraces innovation and continuous improvement. We partner closely with investment teams and other business partners on strategic projects, leading program management activities to drive impactful change. We offer a collaborative and supportive environment where your contributions are valued and your professional growth is encouraged.

Join us and take your career to the next level. Apply today!

The base salary range for this position is $74,000-141,000 USD per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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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