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The receptionist receives incoming calls, determines the nature of each call and directs the caller to the appropriate person or department. Answers basic inquiries and takes messages. &nbsp; &nbsp;<h2>What are the day-to-day responsibilities?</h2><ul><li>Meet and greet customers in a professional manner</li><li>Operate switchboard telephone system</li><li>Communicate with callers in a professional, friendly and efficient manner, striving to minimize the amount of time spent on hold</li><li>Take thorough messages, indicating the callers first and last name, company name if applicable, the time and the message the caller wishes to leave</li><li>Provide basic information to callers who have general inquires</li><li>Assist with filing duties and other administrative tasks as needed</li><li>Prepare sales and service gas tickets for the Accounting Department</li><li>Serve as a backup to the Sales Department Cashier</li><li>Assist the General Manager with various clerical duties as needed</li><li>Attend meetings and trainings as scheduled</li><li>Perform other duties as assigned</li><li>Be friendly, professional, courteous and efficient when working with all customers and employees</li></ul><h2>What are the requirements for this job?</h2><ul><li>High School diploma or equivalent</li><li>Possess excellent written and verbal communication skills</li><li>Ability to operate a multi-line switchboard</li><li>Ability to read and comprehend instructions and information</li><li>Ability to work well with the public</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

AutoNation

Receptionist Monday-Saturday; 10 AM - 6 PM (one day off during the week) - AutoNation Honda Lewisville

<h3>Job Description:</h3>Senior Manager, Digital Assets Shareholder ReportingJob Description:The RoleAre you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies? In this role you will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.The Expertise and Skills You Bring <ul><li>Bachelor’s degree with 8+ years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)</li><li>Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus</li><li>Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies</li><li>In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements</li><li>Advanced excel skills and experience translating accounting data into financial statement presentation</li><li>Ability to lead independently and in an operations-focused, fast paced team environment</li><li>Strong working knowledge of project and relationship management</li><li>Excellent written and verbal communication skills and strong presentation capability</li><li>MBA or CPA preferred</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamIn Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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 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.

Fidelity Investments

Senior Manager, Digital Assets Shareholder Reporting

<h3>Job Description:</h3>The Role You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing and leading 10-15 associates to work hard collectively as a team! You’re a motivator, focused, fast paced and inspired by change. You can coach to key behaviors that help drive business results. You empower others to accept feedback and develop an environment focused on growth and development. You encourage others to create the best customer experience possible. The Expertise and Skills You Bring <ul><li>4+ years of experience in brokerage operations required </li></ul><ul><li>2+ years of management and/or team lead experience preferred </li></ul><ul><li>Alternative Investments experience/knowledge is a major plus </li></ul><ul><li>College degree or applicable work experience </li></ul><ul><li>Series 7 or 99 license (can obtain within 90 days of hire) </li></ul><ul><li>Your problem-solving ability encourage creative solutions </li></ul><ul><li>Your effective communication skills </li></ul><ul><li>You know how to adapt and be flexible when the business changes </li></ul><ul><li>Your proven ability to establish links across the organization </li></ul><ul><li>Your ability to grow and deepen industry relationships </li></ul>Your Responsibilities: <ul><li>Crafting lifetime internal and external relationships and playing a meaningful role in the customer experience </li></ul><ul><li>You will help find opportunities to drive the business towards a first-class digital experience </li></ul><ul><li>Supporting associates daily and coaching to desired behaviors </li></ul><ul><li>Fostering an environment of passion, growth and development </li></ul><ul><li>Leading others through change Implementing standards for optimized performance delivery, aligned with industry best practices </li></ul><ul><li>Partnering with Technology resources to ensure product rollouts to deliver maximum benefit to Fidelity </li></ul><ul><li>Carefully managing, monitoring and reporting results along with assessing and mitigating risk </li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position. </h3>The Team The Recon team is tasked with reconciliation of Hedge Funds, non-publicly traded REITS, Funds of Funds, Private Investment Funds and other asset classes. This role will lead a team of associates responsible for handling research requests regarding account transactions and for resolving complex reconciliation issues in a timely manner. The associates will act as the owner of the relationship between the Product Sponsor and Fidelity. Alternative Investments Managers lead an end-to-end operations business that supports over $50B in customer assets. Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. The Alternative Investments Manager can navigate these processes, introduce automation where applicable and ensure the ultimate client experience or our clients. The role will include leadership of an operational team focused on reconciliation analysis and maintenance processing. <h3>Certifications:</h3>Series 99 - FINRA<h3>Category:</h3>Brokerage OperationsMost 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 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.

Manager, Alternative Investments

<h3>Job Description:</h3>The RoleWe are seeking a highly motivated and responsive team player who is able to multi-task and has excellent analytic skills. Our work is highly collaborative and involves close coordination and excellent communication with our clients, market data vendors and key business and technology partners across Fidelity.The Senior Manager will manage the planning processes and resource allocation within the team. Will oversee the daily workload distribution to ensure core helpdesk and project assignments are equitable, challenging, and are completed in an accurate and timely manner. The Manager will also be responsible for ensuring that service level agreements are met and that all Help Desk support activities are completed as well as, oversight of specific data processes, and the execution of manual reporting and other validation activities. Partnering with other Senior Managers globally to ensure daily data management responsibilities and helpdesk coverage are met and aligned with business needs. Working with the Director, technology, customers, business and systems partners, the Senior Manager will plan and prioritize operational projects and manage team efforts end-to-end.The Expertise and Skills You Bring<ul><li>Bachelor's degree in Finance or related field required.</li><li>8+ years of Financial Services Industry experience working with Market reference data</li><li>Experience working with third party data providers such as Bloomberg, RIMES, Thomson Reuters, IDC, and industry ratings vendors</li><li>Demonstrated experience in Project/Process Management methodologies such as Agile, Six Sigma, Lean</li><li>Prior experience in coding, data queries/data visualization and BI reporting tools / applications preferred</li><li>Experienced with one or more programming applications/languages such as SQL, R, Python</li><li>Conceptual or working knowledge on Cloud infrastructure</li><li>In depth understanding of data analytics with a consistent track record of delivering actionable insight through analysis</li><li>Self-starter requiring minimum supervision</li><li>Demonstrable ability to multi-task, prioritize and meet deadlines</li><li>Works collaboratively to achieve the team’s overall goals and objective</li><li>A critical thinker and a problem solver while bringing attention to details and accuracy</li><li>Proven track record to work independently and multi-functionally with all levels of associates, management, technology and other business partners</li><li>Able to lead interaction with clients, end users of the data and senior management</li><li>Expert level in-depth understanding and knowledge of applicable business processes</li><li>Excellent written and verbal communication, particularly when discussing complex issues</li><li>Excellent interpersonal skills</li><li>Solid Organizational, Project and Process Leadership skills applying industry standard methodologies</li><li>Highly experienced with financial market reference data</li><li>Strategic problem solver able to plan ahead but also able to deliver to that plan</li><li>Proactive participation &amp; management of varied projects/initiatives</li><li>Develop strategies and build database queries to analyze and validate data</li><li>Bring thought leaderships in innovative ways for continuous process improvements</li><li>Good working knowledge on the latest technology trends while leading various automation techniques including machine learning</li><li>Lead detailed data analysis to support changes to various data areas</li><li>Proactively analyze and solve problems and issues associated with the data</li><li>Be a leader/SME in understanding the investment process and the products supported by DMO</li><li>Play a lead role in engaging the business customers to understand data-related issues</li><li>Ability to transform data into actionable insight, both for data quality projects and run the business</li><li>Lead data management projects/initiatives involving multiple business partners and provides domain expertise</li><li>Mentor, guide and onboard junior associates on data analytics and operations activities and share knowledge with peers</li><li>Be an active participant in project/portfolio metrics generation</li><li>Facilitate high standards in document management for processes and procedures</li><li>Be a leader in adopting changes</li><li>Adhere to Fidelity’s Risk &amp; Control policies &amp; procedures</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Global Data Services (GDS) team within Fidelity Fund and Investment Operations (FFIO) is a global, investment data management organization that specializes in the sourcing, analysis, integration, management and distribution of security, index, and portfolio data. GDS provides these data services for reference, evaluative, performance and analytical data in support of global investment decision making organizations. Data Management Operations (DMO), a division of GDS, specializes in managing, integrating and validating vendor and Fidelity-defined data associated with investment entities (securities, issues, brokers, funds, portfolios and index data).<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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 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.

Senior Manager, Investment Data Operations

The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment. Responding to leads in a timely fashion, answering questions, providing information and helping guide customers effectively from phone and internet contact to an in-store experience while providing an exceptional customer experience is key.Sell with Confidence. Grow with AutoNation.AutoNation is redefining the car-buying experience—and we need driven, customer-focused professionals to help us lead the way. With nationwide inventory and a supportive team, you’ll have everything you need to succeed.Why You’ll Love Working Here:<ul><li>Competitive benefits</li><li>Career paths into finance, management, and beyond</li><li>A culture built on trust, transparency, and teamwork</li></ul>What We’re Looking For:<ul><li>Strong communication and interpersonal skills</li><li>A desire to help people and exceed expectations</li><li>Sales or customer service experience preferred</li></ul>Apply now and start building a career with purpose and potential.<h2>What are the requirements?</h2><ul><li>Proven ability to provide an exceptional customer experience</li><li>Drive to set targeted personal income goals consistent with AutoNation’s standards of productivity</li><li>Over 1 year automotive sales experience</li><li>Proven ability to exceed established automotive sales and customer service goals</li><li>Excellent communication, consultative, interpersonal and organizational skills</li><li>The willingness to follow up, and follow-up again, with customers</li><li>Valid in-state driver’s license and an acceptable, safe driving record</li><li>High school diploma or equivalent</li></ul><h2>&nbsp; Why should I work for AutoNation?</h2><ul><li>You want to work for a car dealer that has a strong moral compass and treats all its associates with respect</li><li>You’ll be empowered with the tools needed to support our customers’ needs and realize your earning potential. What tools? How’s a best-in-class CRM, state-of-the-art equity mining tools to help you uncover better sales leads, preferred relationships with over 30 lenders to get your customers financed and access to a national inventory of over 100,000 new and pre-owned vehicles so you can always find the perfect match for your customer.</li><li>We represent 36 brands in 16 states, so there’s always opportunity to grow your career as a Sales Associate and beyond. Join AutoNation and accelerate as far and fast as your talent and our support can take you.</li><li>How will I be paid? Will I receive training?</li><li>As an Experienced Sales Associate, you’re able to start working on our competitive commission pay plan right away!</li><li>Throughout your career, we’ll provide you with the hands-on, digital and classroom training you need grow and advance while also empowering you to build&nbsp;your book of business and close deals like the expert you already are.</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Sales Associate - AutoNation Honda Lewisville

<h3>Job Description:</h3>Join Fidelity Private Shares and become a key part of the team that is tackling the real-world complexity of back-office operations for venture capital fund administration. We are building a platform to deliver seamless, accurate, and expert fund administration services that empower our VC clients to focus on what they do best: investing.The RoleFidelity is seeking a Vice President of Accounting to help define a new product offering and serve VC clients in their fund accounting and administration. The ideal candidate will have a start-up mentality with an interest in building a digital-forward solution for fund administration, an expertise in VC Fund Accounting with excellent client engagement.You’ll be responsible for a range of fund administration activities, including:<ul><li>Complete accounting activities for funds of venture capital clients. This is inclusive of close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles.</li><li>Lead and manage client engagements, acting as the primary point of contact for clients, and ensuring high-quality service delivery.</li><li>Consult on the innovation of building a new, digital-forward solution for fund administration, showcasing a start-up mentality and experience in working closely with product development.</li></ul>The Expertise and Skills You Bring <ul><li>8-12+ years of fund accounting experience in venture capital. Experience working at a fund administrator is required</li><li>Deep venture capital industry experience and a strong background in partnership accounting.</li><li>Experience with Limited Partnership Agreements and LLC Operating Agreements including interpretations of key LPA provisions and applications in practice. Experience and understanding of traditional close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles.</li><li>A deep understanding of US GAAP and the calculations and related journal entries associated with key fund transactions including management fees, syndication costs, organization costs, fund expenses, investment transactions, and capital activity.</li><li>Proficiency and experience building financial statements and familiarity with common annual financial statement footnotes </li><li>An understanding of tax as to the annual K-1 reporting process and common deadlines.</li><li>Experience working in Allvue is a plus.</li><li>Possess strong client and relationship management skills to drive outcomes and meet customer needs</li><li>Operational mindset with a strong focus on building repeatable, scalable processes</li><li>Excellent written and verbal communications skills</li><li>Skilled at building relationships at all levels of the organization</li><li>Comfort with ambiguity; self-starter and entrepreneurial; inclusive attitude</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at <a href="https://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>. The base salary range for this position is $118,000-226,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.<h3>Certifications:</h3><h3>Category:</h3>Operations

Vice President of Accounting - VC Fund Administration

<h3>Job Description:</h3><h3>Position Description</h3><h3>The WI Strategic Design and Analytics Manager supports the Workplace CAPS organization, and specifically the Quality Management function, in proactive identification of significant risk and implementation or enhancement of mitigating controls, operational improvements, and automation. This position requires an organized, creative, and collaborative associate with deep risk, control, and process knowledge. Responsible for the development of automated workflows, dashboards, and data queries that support establishment of systemic controls to mitigate gaps in the control environment. This includes data-driven proactive risk identification, automation of manual processes, and providing high-quality data analysis where system reporting is not available or insufficient. The focus of this work spans all WI operational areas, requiring collaboration with management across Quality, Operations, Systems/Technology, Product, Relationship Management, Risk, Audit, Compliance, Internal Investigations, and Corporate Security to evaluate control environments. Through this collaboration, the goals are to gain an in-depth understanding of a business process, gather requirements for new or enhanced automated controls, make strategic recommendations for improving processes, and ensure appropriate validations of newly developed business analytics tools/queries.</h3><h3>Primary Responsibilities </h3><ul><li>Develop and code dashboards, automated workflows, or queries in a variety of ETL data tools to support strategic business data needs for the purposes of increasing efficiency and/or decreasing risk. Actively perform dedicated and targeted data analysis to identify risks for management.</li><li>Support projects that address complex business problems involving multiple stakeholders, teams, and systems. Familiarity with mapping processes, identifying risk areas based on industry research and experience, and communicating results in a consumable format. Understanding of data analysis and proven testing techniques is necessary to pinpoint issue root cause and deploy commensurate controls and improvements.</li><li>Quickly grasp sophisticated processes, collaborating with process owners to develop analytic and automation requirements, and assess gaps for potential enhancements.</li><li>Provide analytics and automation support to the Quality Management Fraud Anomaly Prevention and Detection team; this includes ongoing monitoring reporting, ad hoc data requests to support participant and client level escalation research, and dashboard summaries of KPI’s and metrics.</li><li>Identify appropriate and reliable data sources in back-end system databases that align with business requirements referencing front-end system UI’s. Challenge existing data architecture and source data when discrepancies, timing issues, or incompleteness is found; coordinate with database support teams to address these issues.</li><li>Support existing suite of dashboards and workflow processes by providing on-going maintenance accounting for bugs/system outages, changes/updates to data sources, and enhancement requests.</li><li>Analyze loss and incident data to identify themes and prioritize improvement opportunities.</li><li>Assist in preparation and delivery of project-level presentations.</li><li>Influence the organization in making process, quality, and control improvements.</li><li>Partner with Quality Management and Operations to ensure opportunities are prioritized/implemented.</li><li>Drive improvements and risk reduction efforts. Use conceptual and creative thinking; interpersonal understanding; analytical skills.</li><li>Ability to work in a fast-paced environment with frequent pivots to daily priorities because of high-priority ad-hoc requests.</li><li>Thoroughly investigates processes through detailed observations, interviews, document inspection, and operational review.</li></ul><h3>Qualifications </h3>Education and Experience<ul><li>Bachelor’s degree required.</li><li>5+ years’ of financial services industry experience. </li><li>7 years proven track record of evaluating, designing, and improving controls (i.e., audit, risk, compliance, or operations/quality management with a solid understanding of internal controls) and/or experience developing analytic/automation tools.</li><li>Skilled at using data and insights, using facts to lead the way in developing effective strategic roadmaps.</li><li>Proficient in SQL and Excel data analysis; Experience with Alteryx, PowerBI, and Snowflake; Python is helpful but not required.</li><li>Professional quality/risk/audit/compliance/technology-related certifications are a benefit (e.g. Six Sigma, CPA, CIA, CISA).</li></ul><h3>Skills/Knowledge/Competencies</h3>Process automation, development, and process reengineering. Support project-based teams responsible for providing independent and objective advisory services that help manage risk, improve customer service, and enhance business performance. Ability to query a variety of database formats (Snowflake, Oracle, SQL Server, Sybase, DB2/Mainframe, etc.). Familiarity with basic Risk-Control Frameworks. Familiarity with WI business operations and relevant regulations. Experience with presentation and communication skills, including developing impactful PowerPoint presentations and data visualizations. Teammate who works constructively with others to achieve team goals and provide departmental thought leadership. Ability to collaborate with business partners to build consensus and influence/prioritize outcomes. Employ current and emerging data analysis tools and techniques. Experience in Financial Services Risk, Compliance, and Audit roles performing complex process and control assessments of operational, financial, and technology functions and presenting control gaps and thoughtful process and control improvements to senior management. <ul><li>Ability to actively perform dedicated and targeted data analysis to identify risks for management. Strong coordination with key business partners will be required to obtain data sets and confirm results of the analysis.</li><li>Employ current and emerging data analysis tools and techniques. Ability to identify and pivot to new tools/opportunities such as Python scripts, AI large language modeling or content generation.</li><li>Strong understanding of SQL basics and the use of common database querying tools. Power BI / Tableau / Alteryx skills are preferable.</li><li>Ability to balance multiple projects/tasks within a tight timeframe.</li><li>Knowledge of WI processes, controls, and associated risks is strongly preferred.</li><li>Strong presentation, written and interpersonal communication skills.</li><li>Critical thinking and problem-solving skills.</li></ul><h3>Certifications:</h3><h3>Category:</h3>QualityMost 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 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.

Manager, WI Quality Management Data Analytics

<h3></h3><h3>Job Description:</h3>The RoleThe Senior Representative, Brokerage Operations will be expected to deliver world class service to internal and external clients by settling their trade and transfer obligations timely and accurately while adhering to policies, procedures, and regulatory guidelines. The associate will utilize internal as well as external systems and partner with various departments to settle DTCC related transactions. Responsibilities will include reviewing and processing exceptions and other tasks associated with DTCC Settlements.The Expertise and Skills You Bring <ul><li>College degree preferred</li><li>3+ years of DTCC Settlement systems (Settlement Web; DTCC Portal; etc.) experience required</li><li>Understanding of industry regulations</li><li>Attention to details while being efficient and effective</li><li>Ability to communicate effectively with internal and external business partners</li><li>Highly motivated with the ability to complete assigned tasks in a timely and accurate manner</li><li>Ability to work effectively in a team-oriented environment</li></ul>The TeamThe Operations &amp; Services Group (OSG) provides superior customer service to Fidelity’s brokerage businesses through innovation, dedication, and commitment to excellence. With seven operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. OSG has a need for a Brokerage Operations Representative in DTCC Settlements. The DTCC Settlements team exists to ensure DTCC Settlements related transaction exceptions are resolved in a timely manner. Resolution of exceptions ensures transaction completion for our clients. Our stakeholders are our internal and external business partners, and, ultimately, Fidelity’s clients.Note: This role does not support sponsorship.<h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Brokerage OperationsMost 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 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.

Brokerage Settlement Support Representative III - Institutional and Retail Operations

Transaction Processor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor in Westlake, TX and Smithfield, RI! Do you want to work for a fast paced, growing organization where people make the difference? Do you flourish with providing exceptional client service? Join us as a Transaction Processor where you will assist in servicing and processing transactions for our Custody clients. The expertise we’re looking for <ul> <li> 1 year of financial or customer services experience or equivalent work experience </li><li> Consistent record in high volume, high paced data centric processing environment </li><li> Customer oriented </li><li> High school diploma </li></ul> The purpose of your role The Transaction Service Representative (TSR) will work in a centralized Operations team, which consists of Money Movement, TOA, and New Account/Maintenance associates. Associate will work on all operational requests submitted from Fidelity Custody Advisors and Service Teams, ranging from fundamental/simple transactions to specialty/complex transactions. The TSR will be expected to master the fundamental processing queues and will be responsible for the accurate and timely processing of the transaction requests, ultimately providing a positive overall operational experience for those clients. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to partnership and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. Representatives are expected to consistently track and maintain performance metrics related to productivity and quality. The skills you bring <ul> <li> Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li> You think analytically and deliver solutions to complex challenges. </li><li> You take pride in your work and have a detail-oriented mindset. </li><li> Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li> You have intermediate to advanced knowledge of Microsoft Office applications. </li></ul> The value you deliver <ul> <li> Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li> Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li> Delivering superior results quickly and efficiently, using effective time management skills. </li><li> Driving innovation through curiosity and comprehensive understanding of business processes and challenges. </li><li> Bringing energy and excitement to your role every day. </li></ul> How your work impacts the organization The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing &amp; Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support. Please see the below pay rate for the work location of Rhode Island only: $22.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Fidelity TalentSource

Transaction Processor

<h3></h3><h3>Job Description:</h3>Vice President, Planning &amp; ExecutionThe RoleThe Vice President, Planning &amp; Execution within Service Delivery &amp; Operations will serve as a strategic leader responsible for connecting functional strategy to operational execution across Fidelity Charitable Services &amp; Operations teams. This leader will lead all aspects of planning, programs execution and delivery of complex initiatives that drive operational &amp; service excellence, improving client experience, and accelerating Fidelity Charitable transformation efforts.Working closely with leaders and collaborators, this leader will ensure Service Delivery &amp; Operations initiatives are prioritized and planned. They will also ensure these initiatives are delivered with precision, transparency, and measurable business outcomes. The ideal candidate brings a proven track record of leading a strategy &amp; planning team with oversight over large-scale, cross-functional programs and building alignment across diverse partner groups in fast-paced, matrixed environments.Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring<ul><li>Own the planning process across Service Delivery &amp; Operations to align functional objectives with Fidelity Charitable and broader enterprise priorities.</li><li>Translate functional strategy into clear operational plans, performance metrics, and success measures.</li><li>Lead all aspects of execution of functional initiatives that improve client and associate experiences, operational efficiency, minimize risk, and accelerate digital service capabilities</li><li>Drive accountability, risk management, and dependency coordination across teams to ensure timely, quality outcomes.</li><li>Implement, partnering with Quality Control and Risk functions, governance frameworks that balance agility with compliance and process controls</li><li>Partner with stakeholders across the Services and Operations function, Fidelity Charitable, and enterprise functions to ensure transparency, clarity, and alignment on fraud prevention efforts.</li><li>Provide streamlined executive presentations and synthesized performance reporting to support strategic decision-making.</li><li>Integrate operational readiness, compliance, and control considerations into initiative planning and delivery partnering with Portfolio Delivery.</li><li>Anticipate and mitigate risks while maintaining business continuity and client satisfaction.</li><li>Champion with other teams’ process optimization and continuous improvement initiatives to drive scalability and digital &amp; operational maturity.</li><li>Lead cross-functional associate communication and engagement strategies to ensure alignment, adoption, and momentum through sophisticated change.</li><li>Bachelor’s degree required; MBA or an advanced degree with equivalent experience preferred.</li><li>12+ years of progressive leadership experience in strategy, program management, or operations within large, complex organizations, preferably in financial services.</li><li>Proven success in leading transformation efforts and operational initiatives from strategy to execution.</li><li>Deep understanding of operational governance, risk, and planning frameworks within changing environments.</li><li>Exceptional executive verbal and written communication, relationship-building, and influencing skills.</li><li>Strong analytical and problem-solving capabilities with a focus on business value and measurable results.</li></ul>The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h3></h3><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>OperationsMost 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 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.

21 Procurement / Operations Jobs in Denton County