4 jobs found in Westlake

Fidelity Investments Job Description: The Role As a Brokerage Operations Manager/Senior Manager, you will play a critical role in leading a team of 10-15 professionals dedicated to delivering exceptional service to Fidelity Brokerage Company clients across multiple business lines. In this leadership position, you will: Drive Strategic Direction: Collaborate with senior leadership to define departmental strategy, set priorities, and align operational goals with organizational objectives. Lead and Develop Talent: Mentor and coach team members to achieve productivity, quality, and service excellence. Foster a culture of continuous improvement and professional growth. Ensure Outstanding Client Experience: Oversee service delivery to maintain superior customer satisfaction, manage escalated issues, and uphold service-level commitments. Optimize Operational Performance: Leverage resources to meet daily service targets, forecast staffing needs, and implement process...

Fidelity Investments Job Description: Associate Analyst, Brokerage Operations The Role As a member of the Mutual Fund ACAT Settlements team, you will use your skills to resolve ACAT fails timely through contact with contra firms and by coordinating the accurate transfer of assets. This role requires an observant and inquisitive nature to identify patterns and problems in the work and an initiative to search for solutions to these issues. The role provides opportunities in contributing to systems development, process improvements and working across Fidelity. The Expertise and Skills You Bring College degree preferred Relevant experience in back-office operations of mutual funds preferred One or more years of industry related experience in either a brokerage firm, clearing firm or mutual fund company Excellent interpersonal and communication skills (written and oral) to engage with contra firms, mutual fund families and internal business partners Strong...

Fidelity Investments Job Description: The Role As a Director, Business Partner Portfolio Management, you will serve as program lead for a funded Initiative comprised of business partner technology requests for FFIO. You will interact with senior members of both the business partner and FFIO leadership team when communicating status and performance against plan for initiatives. You are responsible for the entire life cycle, from annual planning, prioritization, overseeing progress, delivering updates and communicating performance & results. You will work closely with FFIO Relationship Management to understand the business partner strategic goals, priorities, and alignment of FFIO services. The Expertise and Skills You Bring Lead the planning, program management and business partner technology enhancement requests for FFIO, ensuring timely and high-quality delivery and transparency. Coordinate across business partner teams, FFIO Relationship Management, and FFIO...

Fidelity Investments Job Description: The Team-Based Client Services Manager (CSM) is part of the Client Service Management, Tax Exempt Market (TEM) Plan Services organization and is a key client facing associate responsible for the operational integrity of the plan. The CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to DC, NQ, and HSA plans. The CSM establishes, maintains, and manages daily client relationships with client decision makers, who are responsible for operational plan design and overseeing ongoing administration. In addition, they focus on day-to-day resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes. They coordinate and prioritize the efforts of the internal operational service team, Managing Directors, aligned CSMs and back-office processing groups. This role supports clients in a team service model so...