Senior Manager, Abandoned Property Operations

Senior Manager, Abandoned Property

Note:
Fidelity will not provide immigration sponsorship for this position.

The Senior Manager of Abandoned Property oversees the escheatment operations team supporting Fidelity Digital Assets, FILI, eFILI, HR Services, Accounts Payable, Charitable, Green Pier, Workplace Investing, Fidelity Institutional Asset Management, and Fidelity Management Trust Company. The role also involves onboarding and implementing new lines of business, developing policies, procedures, and controls; leading technological initiatives; responding to inquiries from internal and external stakeholders;

supporting process improvements; and strengthening controls. The Senior Manager ensures all team responsibilities and deliverables are completed accurately and on time.

• Manage workflow of state requests and assign state requests to analysts.
• Hire, lead, mentor, and develop a team of associates, fostering a high‑performance culture and continuous improvement.
• Coordinate annual escheatment with internal and external business partners, managing strict timelines and problem‑solving.
• Ensure ongoing compliance with SEC and state‑required due diligence mailings; integrate state changes to mailing parameters, rewrite customer correspondence as required, and obtain business partner consensus and eReview approvals.
• Lead project work, defining system requirements, drafting project documentation, and validating UAT results.
• Be responsible for records management and policy and procedure documentation.
• Provide direction and technical expertise to other members of the department as needed.

• BA/BS degree required.
• 5 to 8 years of experience in escheatment, brokerage operations, or risk and compliance.
• Some knowledge of state escheatment rules is a plus.
• 5+ years in business analysis and/or project management in financial services.
• Excellent interpersonal, communication, and time‑management skills.
• Working knowledge of Fidelity systems including FBSI, XTRAC, and Tracker Pro is a plus.
• Strong collaboration skills and ability to influence cross‑functional partners.
• Process‑oriented mindset with a focus on automation, efficiency, and error reduction.
• Strong program management, prioritization, and attention to detail.
• Ability to clearly communicate technical concepts to non‑technical stakeholders.
• Comfortable working in fast‑paced environments.
• Strong regulatory and control mindset.

Category:
Investment Operations

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.