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Project Manager, Brokerage Treasury Operations

Fidelity InvestmentsFidelity Investments·Financial Services

Compensation

$85,000 - $171,000/year

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Posted

75 days

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About the role

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

Join Fidelity Investments as a Senior Manager Project Manager and help transform Treasury Operations! You will lead strategic and operational initiatives within the OSG Treasury Project team. Your role impacts the future of Treasury Cash Management Operations, Banking Services, Product Strategy, and Technology. With your strategic approach and digital skills, you will manage a diverse portfolio and ensure smooth execution of initiatives that enhance customer experiences and propel us for the operations of the future.

The Expertise and Skills You Bring

  • To succeed in this role, you need a bachelor's degree and at least 8 years of project or program management experience, especially in Treasury, Money Movement, Banking Operations, or financial services.

  • You must have a deep understanding of Treasury Operations and payment rails.

  • A proven track record of delivering high-impact programs is important.

  • Outstanding communication skills and attention to detail are required.

  • You should be able to think strategically while focusing on details.

  • Strong organizational skills and flexibility will help you manage competing priorities.

  • As a data-driven problem solver, you will analyze information, generate insights, and influence collaborators toward effective solutions.

The Team

We are part of Fidelity's Operations and Service Group, specifically the Account, Treasury, and Tax Services Division. Our dynamic Treasury Operations team leads all aspects of cash management, fund transfers, and various banking relationships. We collaborate with internal partners to develop seamless, efficient, and secure money movement solutions. Our dedication to excellence ensures reliability, compliance, and enhanced customer experiences through transaction monitoring, issue resolution, and process optimization. We are an ambitious team, passionate about delivering world-class services and encouraging a culture of innovation.

The base salary range for this position is $85,000-171,000 USD per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.

Certifications:

Series 99 - FINRA

Category:

Program/Project Management
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Aplyr's read

Fidelity Investments is a powerhouse in financial services, attracting professionals in technology, risk management, and client services to drive innovation and customer satisfaction.

Synthesized from recent postings & public sources

What's promising

  • Fidelity offers diverse roles across technology, finance, and client services, indicating a broad scope for career growth.
  • The company invests heavily in technology, hiring roles in AI, cloud, and cybersecurity.
  • Fidelity's strong market presence provides stability and numerous opportunities for advancement.

What to watch

  • The financial sector's regulatory environment may limit flexibility and innovation.
  • High competition for roles may make entry challenging for less experienced candidates.
  • Limited public information about work-life balance and company culture specifics.

Why Fidelity Investments

  • Fidelity's focus on technological advancement is evident in its numerous tech-oriented roles.
  • The company has a strong emphasis on risk management, hiring specialized roles in this area.
  • Fidelity's diverse service offerings provide employees with exposure to various financial sectors.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Fidelity Investments

Fidelity Investments

Fidelity Investments

View company

Fidelity Investments is a multinational financial services corporation that provides investment management, retirement planning, portfolio guidance, brokerage services, and wealth management.

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