Fidelity Bank · 1 week ago
Manager, Alternative Investments
Westlake, TX
Full-time
Hybrid
Mid, Senior Level
4+ years expFidelity Bank is seeking a Manager for Alternative Investments to lead a team of associates in enhancing customer experience and operational efficiency. The role involves coaching, managing, and fostering a growth-oriented environment while navigating complex operational processes in the Alternative Investments domain.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Crafting lifetime internal and external relationships and playing a meaningful role in the customer experience
You will help find opportunities to drive the business towards a first-class digital experience
Supporting associates daily and coaching to desired behaviors
Fostering an environment of passion, growth and development
Leading others through change Implementing standards for optimized performance delivery, aligned with industry best practices
Partnering with Technology resources to ensure product rollouts to deliver maximum benefit to Fidelity
Carefully managing, monitoring and reporting results along with assessing and mitigating risk
Qualification
Required
4+ years of experience in brokerage operations required
College degree or applicable work experience
Series 7 or 99 license (can obtain within 90 days of hire)
Your problem-solving ability encourage creative solutions
Your effective communication skills
You know how to adapt and be flexible when the business changes
Your proven ability to establish links across the organization
Your ability to grow and deepen industry relationships
Preferred
2+ years of management and/or team lead experience preferred
Alternative Investments experience/knowledge is a major plus
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase