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Manager, Due Diligence

Role overview

Qualifications

  • Bachelor’s degree or equivalent experience
  • 5+ years of relevant experience in due diligence, investigations, intelligence, compliance, risk, or related operational leadership
  • Strong knowledge of investigative practices, risk indicators, escalation frameworks, and team operations
  • Strong written and verbal communication skills, including the ability to deliver risk-based recommendations

Responsibilities

  • Lead daily operations for assigned teams, including case execution, prioritization, and workflow management
  • Make team-level decisions on case handling, prioritization, and escalations within established governance
  • Oversee case quality, documentation standards, controls, and escalation readiness
  • Coach and develop associates and senior consultants to strengthen capability, judgment, and execution consistency

Key facts

  • Remote from: Texas (USA)
  • Full time
  • Senior (5-10 years)
  • M&A Manager
  • English

Hard skills

Other skills

  • Leadership
  • Prioritization
  • Problem Solving
  • Quality Control
  • Communication
  • Coaching
  • Team Building

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

Job Description:

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

The Role

As Manager, Due Diligence, you will lead day-to-day execution across assigned investigative teams and specialized workstreams. You’ll oversee delivery, capacity, prioritization, quality, and escalations to ensure work is completed consistently, efficiently, and with strong risk discipline.

This role is ideal for a proven people leader who enjoys developing talent, improving operations, and driving strong team performance in a complex risk environment. You’ll have a meaningful impact on team execution, operational effectiveness, and the continued growth of the function.

What You’ll Do

  • Lead daily operations for assigned teams, including case execution, prioritization, and workflow management

  • Make team-level decisions on case handling, prioritization, and escalations within established governance

  • Manage team capacity and service performance to support timely, consistent delivery

  • Oversee case quality, documentation standards, controls, and escalation readiness

  • Coach and develop associates and senior consultants to strengthen capability, judgment, and execution consistency

  • Align team execution with broader operational priorities and business needs

  • Drive continuous improvement and strengthen process consistency across assigned teams

  • Analyze risk trends and communicate key themes and emerging concerns to senior leadership

  • Lead or support operational initiatives that improve execution across the department

The Expertise and Skills You Bring

  • Bachelor’s degree or equivalent experience

  • 5+ years of relevant experience in due diligence, investigations, intelligence, compliance, risk, or related operational leadership

  • Strong knowledge of investigative practices, risk indicators, escalation frameworks, and team operations

  • Demonstrated ability to solve moderately complex problems and make sound decisions with limited oversight

  • Experience leading workflow execution, capacity planning, prioritization, and service delivery

  • Strong people leadership skills, including coaching, feedback, development, and team capability-building

  • Ability to identify operational risks, assess trends, and communicate insights clearly to leadership

  • Strong written and verbal communication skills, including the ability to deliver risk-based recommendations

  • Experience improving processes, reinforcing quality standards, and maintaining strong controls in a team environment

The Team

The Due Diligence Investigations team delivers trusted risk intelligence that helps protect Fidelity, strengthen decisions, and create value across the organization. Through objective research and analysis, DDI helps business partners identify and manage risk across proposed and existing business relationships.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Security

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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