Fidelity will not provide immigration sponsorship for this position. Job Description: Team Lead, Brokerage Treasury Operations The Role As a Brokerage Operations Team Lead, you will work in Treasury's Cash Management Services division to support timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines. Responsibilities include: Conduct Wire, ACH and Check Investigations Review and perform approvals for money movement exceptions Deliver extraordinary service to our clients by processing their requests in an accurate and timely manner Review and document procedures for policies to ensure consistency, compliance, and efficiency. Find opportunities to improve key efficiencies within money movement to improve quality and scale our workflows Analyze productivity metrics and daily operational reports to monitor performance trends The Expertise and Skills You Bring 5 plus years of working in Payment Operations and/or Business Analysis Knowledge of electronic payments processing (Wire, ACH and/or Check Clearing) You deliver with strong written, verbal and interpersonal communication skills Highly flexible and adaptable to fast paced environment, willing to assist in other areas as needed Work independently and collaborate with associates Time management (multi-tasking) FINRA Series 99 required (can obtain within 90 days) Department The Operations and Services Group (OSG) Treasury – Cash Management Services division provides critical money movement services in support of the firm's lines of business. The division is responsible for the secure, accurate, and timely movement of funds while maintaining a strong focus on operational excellence, risk management, regulatory compliance, and client experience. The Team The team supports the end-to-end processing and servicing of money movement products, including ACH, wire transfers, checks, returns, and Bill Pay. The team is responsible for transaction processing, wire posting, investigations, exception management, settlement, and reconciliations, ensuring work is completed with the highest levels of quality, accuracy, and compliance. Working closely with Client Experience, Risk, Product, Compliance, Technology, and Fraud partners, the team plays a critical role in delivering exceptional service while maintaining a strong control environment. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Certifications: Series 99 - FINRA Category: Brokerage Operations 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Team Lead, Brokerage Treasury Operations.

more at Fmr.

Senior Business Analyst - Customer Insights & Offerings

Head of GTM Strategy

Principal Software Engineer - Fullstack

similar roles.

Financial Controller | Electronics Manufacturing

Senior Group Lead - UK Financial Customer Service (Quezon City)

RTA Lead - UK Financial Collections (Centris, QC)

Monitoring, Audit and Fraud Officer

Part-Time Remote Legal PA & Content Assistant (UK Law Firm)

Transition Manager Finance Operations