Fidelity Investments · 10 hours ago
Director, TA Treasury Operations - Fidelity Fund and Investment Ops (FFIO)
Roanoke, TX
Full-time
Hybrid
Lead/StaffFidelity Investments is a leader in financial services, and they are seeking a Director in TA Treasury Operations. This strategic role is responsible for overseeing money movement processes, ensuring operational excellence, and leading a team to enhance customer experience while managing risks and compliance.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Overseeing the governance, execution, and continuous improvement of enterprise-wide money movement processes supporting shareholder and client activity
Ensure operational excellence across payment rails, including SWIFT, Fedwire, CHIPS, and emerging payment technologies
Lead a high-performing team
Manage key banking relationships
Drive initiatives that enhance the customer experience, mitigate risk, and ensure compliance with regulatory and internal policies
Collaborate with other teams within Fidelity Funds and Investment Operations (FFIO) and business associates across the firm
Interact with senior members of FFIO’s organizations with a high degree of autonomy
Qualification
Required
Bachelor's degree required
Subject matter expert in treasury, banking, or investment operations, with a strong focus on money movement and payment systems
Deep understanding of domestic and international payment rails, including SWIFT, Fedwire, CHIPS, and ACH
Proven experience managing audits, risk controls, and regulatory compliance
Strong leadership, communication, and stakeholder management skills
Proficiency in Microsoft Office and treasury systems
Outstanding analytical, conceptual thinking, project management, and problem-solving capabilities
Strong collaborative spirit and team-focused approach
Skilled in synthesizing sophisticated information into logical and easy-to-understand presentations for diverse audiences
Lead dialogue with key partners and offer well-reasoned recommendations to advise decision-making
Encourage and empower others, while building key partnerships
Strategic problem solver, who has a focus on innovation and driving results
Preferred
advanced degree or professional certification (e.g., CTP)
experience with Excel macros (UDAs)
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
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
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
2025-12-30
2025-12-30
Company data provided by crunchbase