Director of Operations

skillventory - A Leading Talent Research Firm

Operations Director at Fidelity Charitable ensuring accurate recording of donations and overseeing multiple teams. Focus on risk management, compliance, and operational scale with key performance metrics.

Posted 7/2/2026full-timeWestlake • Texas, Utah • 🇺🇸 United StatesLeadWebsite

Tech Stack

Tools & technologies

ReactSaltStack

About the role

Key responsibilities & impact

Responsible for key money movement functions (Money Out (Grants), Money In (Contributions) or NPO Enrollment) in Texas or Salt Lake City, leading multiple teams/functions.
Ensure that all grants, contributions and money movement transactions are accounted for and accurately recorded.
Hire, coach and mentor the managers on the team, expanding their influence and preparing them for a future across Fidelity.
Measure success through various critical metrics, including client satisfaction, risk avoidance, improving operational scale and overall leadership of the team.
Participate in and lead cross-functional initiatives which have significant business impact.
Manage a budget, build a resilient staff, meet operational metrics and set the strategic and tactical roadmap for the capability.

Requirements

What you’ll need

Bachelor’s degree required with at least 12 years of relevant work experience or Masters with 10+ years of experience.
Preferred experience or demonstrated proficiency in the areas of Risk Management, Fraud, Compliance, and Operations.
Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations
5+ years of demonstrated ability to lead, manage, and mentor a team in a dynamic environment
Effective verbal/written communication skills to influence, build consensus and integrate complex information
Able to deliver presentations and represent management at least two levels and beyond
Make decisions based on long-term view of trends, issues and business implications
Track record of coaching, managing, developing, and leading others, building associate engagement to deliver outstanding business results.
Ability to own/improve business partner relationships and engage with vendors in a professional manner
Ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently
Flexibility and adaptability to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands
Lead quality and timely work to meet the needs of a wide range of donors, advisors and non profit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues
Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity

Benefits

Comp & perks

Passionate about making financial expertise broadly accessible
Creating and nurturing a diverse and inclusive work environment

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

Financial Services KnowledgeNon-Profit OperationsKPI MeasurementProcess ImprovementData Reporting

Soft Skills

Effective CommunicationCoaching and MentoringDecision MakingFlexibility and AdaptabilityBuilding Consensus