Job Description
The Director of Transfer Agent Oversight in Asset Management's Treasurers Office supports the oversight program related to Fidelity Funds Transfer Agent functions.
The Role
You will interact with Fidelity's Transfer Agents to evaluate their operations and system capabilities, ensuring compliance with Fund policies. You will develop and implement processes for monitoring operational efficiency.
You will work with senior management to modify or set new Fund policies and make recommendations on complex technical issues. You will engage with various groups within Fidelity on new products and product changes to ensure appropriate policies, controls, and disclosures are in place.
The Director may participate in other departmental initiatives as determined by the Vice President Transfer Agent Oversight.
The Expertise and Skills You Bring
* A minimum of 9 years industry or equivalent experience
* 4+ years mutual fund operations or transfer agent related experience
* A Bachelor's degree or equivalent
* Knowledge of Transfer Agent risk and/or compliance a plus
* Ability to influence business partners and build strong relationships with Senior Leaders
* Excellent verbal, written, and formal presentations communication skills
* Possess strong research and analytical skills
* Ability to apply sound judgment to spot issues, assess risks, and identify items requiring escalation
* Possess excellent organizational skills
* Ability to make and effectively communicate decisions
* Unwavering dedication to accuracy, quality, and completion of tasks
The Team
The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies.
We support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities.
Certifications
Category: Investment Operations
Fidelity's hybrid working model blends onsite and offsite work experiences. Most hybrid roles require associates to work onsite every other week (M-F) in a Fidelity office.