Operations Manager, Client Experience

Fidelity Investments

Operations Manager leading associates in complex operational issues for Fidelity's Custody clients. Coordinating and supervising Transaction Service Representatives in high-volume operations.

Posted 6/12/2026full-timeSmithfield • Rhode Island, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Leading associates and educating in complex operational issues
Coordinating and supervising Transaction Service Representatives (TSR)
Reporting, overtime needs, scheduling and coaching around transaction processing
Driving high satisfaction, quality and efficiency for both clients and Fidelity

Requirements

What you’ll need

Bachelor's Degree with 2+ years Brokerage Operations experience OR 5+ years Brokerage Operations experience required
Strong CE Custody brokerage workflow knowledge required
Series 7 Required
Series 24 Preferred
Strong people management skills
Strong communication / interaction skills
Ability to juggle multiple time-sensitive, competing priorities

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Brokerage OperationsCE Custody brokerage workflow

Soft Skills

people managementcommunication skillsinterpersonal skillsorganizational skills

Certifications

Series 7Series 24