Manager/Sr. Manager, Brokerage Operations jobs in United States
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Fidelity Bank · 5 hours ago

Manager/Sr. Manager, Brokerage Operations

positionWestlake, TX
timeFull-time
remoteHybrid
senioritySenior Level

Fidelity Bank is a prominent financial services organization, and they are seeking a Brokerage Operations Manager/Senior Manager to lead a team focused on delivering exceptional service to clients. The role involves driving strategic direction, developing talent, optimizing operational performance, and ensuring outstanding client experiences.

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Responsibilities

Collaborate with senior leadership to define departmental strategy, set priorities, and align operational goals with organizational objectives
Mentor and coach team members to achieve productivity, quality, and service excellence
Oversee service delivery to maintain superior customer satisfaction, manage escalated issues, and uphold service-level commitments
Leverage resources to meet daily service targets, forecast staffing needs, and implement process improvements that enhance efficiency and reduce risk
Serve as a liaison between business units, cultivating relationships with key stakeholders and business partners to support collaboration and shared success
Provide clear direction, communicate priorities effectively, and lead by example to build high-performing teams aligned with a common vision

Qualification

Financial services experienceBrokerage operationsSeries 7 certificationSeries 9/1024 certificationProcess improvementData-driven decision makingLeadershipTeam management

Required

A bachelor's degree
Series 7 required
Series 9/10 or 24 required within 12 months of hire
A passion for managing and leading people
A history of successfully managing/leading teams
The ability / desire to dig deep into a process and understand operational gaps and blind spots
The confidence to make thoughtful and data driven decisions on adjustments for complex, escalated or exception items

Preferred

Experience within the financial services industry, brokerage operations preferred

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase