Job Description:
Manager- Grant Operations
The Role
Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services to the largest donor advised fund in the world, Fidelity Charitable. Service Delivery & Operations supports money movement, client interactions as well as various oversight functions that enables our donors, advisors and nonprofit organizations accomplish their goals. As part of operations, our job is to ensure that all the grants, contributions and money movement transactions are accounted for and accurately recorded.
Note: Fidelity is not providing immigration sponsorship for this position
Want more jobs like this?
Get jobs in Westlake, TX delivered to your inbox every week.
The Expertise and Skills you bring
- Bachelor's degree required with at least 5 years of relevant work experience.
- Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.
- Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations.
- 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;
- Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.
- 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 will enable you 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 nonprofit 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.
The Team
We have several small teams in our division. Each team focuses on a different part of the operations, such as money in, money out and contributions. The Operations teams work every day with donors/advisors and nonprofit organizations across the country and in some instances across the globe. Each team is a different entry point into the world of philanthropy. These teams are complementary working together to resolve complex operations problems.
Company Overview
Fidelity Charitable is a 501(c)(3) public charity. We help donors maximize their generosity through our donor-advised fund, called the Giving Account. Established in 1991, we are the nation's top grant maker, distributing $14.9 billion to charities in 2024.
Certifications:
Category:
Client Service
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 every other week (all business days, M-F) in a Fidelity office.
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.