Fidelity Investments · 2 weeks ago
Senior Manager, Investment Data Operations
Roanoke, TX
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expFidelity Investments is a global investment management organization specializing in data management. The Senior Manager will oversee the planning processes, resource allocation, and daily operations of the team, ensuring service levels are met and coordinating with various stakeholders.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Manage the planning processes and resource allocation within the team
Oversee the daily workload distribution to ensure core helpdesk and project assignments are equitable, challenging, and are completed in an accurate and timely manner
Ensure that service level agreements are met and that all Help Desk support activities are completed as well as oversight of specific data processes, and the execution of manual reporting and other validation activities
Partner with other Senior Managers globally to ensure daily data management responsibilities and helpdesk coverage are met and aligned with business needs
Plan and prioritize operational projects and manage team efforts end-to-end
Lead data management operations projects/initiatives involving multiple business partners and provide domain expertise
Mentor, guide and onboard junior associates on data analytics and operations activities and share knowledge with peers
Be an active participant in project/portfolio metrics generation
Facilitate high standards in document management for policies, processes and procedures
Be a leader in adopting changes
Adhere to Fidelity’s Risk & Control policies & procedures
Participate in new product forums and work with GDS management team to stay abreast of industry news and developments
Responsible for setting short and long term goals for staff and developing succession plans
Capture metrics to ensure data standards meet the SLA requirements
Qualification
Required
Bachelor's degree in Business/Finance or related field required
Strong understanding of operational metrics and analytics in relation to the business and how to apply insights to manage the daily operation
Works collaboratively to achieve the team's overall goals and objective
A critical thinker and a problem solver while bringing attention to details and accuracy
Solid Organizational, Project and Process Leadership skills applying industry standard methodologies
Lead data management operations projects/initiatives involving multiple business partners and provides domain expertise
Mentor, guide and onboard junior associates on data analytics and operations activities and share knowledge with peers
Be an active participant in project/portfolio metrics generation
Facilitate high standards in document management for polices, processes and procedures
Be a leader in adopting changes
Adhere to Fidelity's Risk & Control policies & procedures
In depth understanding of data analytics with a consistent track record of delivering actionable insight through analysis
Self-starter requiring minimum supervision
Demonstrable ability to multi-task, prioritize and meet deadlines
Proven track record to work independently and multi-functionally with all levels of associates, management, technology and other business partners
Able to lead interaction with clients, end users of the data and senior management
Expert level in-depth understanding and knowledge of applicable business processes
Excellent written and verbal communication, particularly when discussing complex issues
Excellent interpersonal skills
Strategic problem solver able to plan ahead but also able to deliver to that plan
Proactive participation & management of varied projects/initiatives
Bring thought leaderships in innovative ways for continuous process improvements
Lead detailed data analysis to support changes to various data areas
Ability to transform data into actionable insight, both for data quality projects and run the business
Formulates both tactical and strategic plans to increase productivity and to reduce risk
Makes recommendations for global operational enhancements when necessary
Participates in new product forums and works with GDS management team to stay abreast of industry news and developments
Responsible for setting short and long term goals for staff and developing succession plans
Capture metrics to ensure data standards meet the SLA requirements
Preferred
8+ years of Financial Services Industry experience working with Market reference data
Experience with one or more programming applications/languages such as SQL, R, Python
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.
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
2026-01-23
Livemint.com
2026-01-22
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