Job Description:
As a Process Engineer, you will be responsible for owning the successful delivery of operational and service improvements across Wealth Investor Services and Wealth Investor Advisor Group. Working directly with team leaders and associates, you will find opportunity areas, analyze for root cause, define desired outcomes, implement changes, and measure results. You will deliver incremental changes quickly, using agile methodology and a test and learn approach. You will also partner with technical teams to identify, prioritize, and deliver critical technical enablers.
The Team
At Fidelity, we strive to provide the best customer experience in the financial services industry. Achieving this goal requires a constant dedication and passion for perfection. You will be part of a team that owns the way for Wealth distribution teams in our pursuit of an easy, efficient, and streamlined client and associate experience. The team establishes client experience, scale & efficiency, and associate engagement metrics/targets and helps drive achievement of those targets through analytics, process engineering, operations management infrastructure and program management support.
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The Expertise You Have
- You have experience across multiple operational or service units giving you the breadth and depth of operational challenges and solutions.
- You have a strong understanding of operational processes and problems.
- You have a demonstrated passion for improving associate and client experience.
- You can build credibility and trust with peers and leaders and enjoy working in a sophisticated organization with multiple decision-makers.
The Skills You Bring
- Experience in identifying process issues that cause associate or client experience friction, analyzing for root cause, and driving improvements.
- Experience analyzing data to find opportunities and using data to tell a fact-based story.
- Familiarity, knowledge, or experience with one or more operational improvement frameworks, such as Lean or Six Sigma.
- Experience driving process improvements in an operations environment.
- Experience identifying team improvement opportunities and learning from approaches used by other organizations.
- Organizational savvy and maturity; ability to work effectively across multiple teams and organizations.
The Value You Deliver
- Analyzing data to identify business processes most in need of transformation.
- Gaining a deep understanding of the people, skills, processes, and technology required to meet the needs of our clients.
- Working with a team to identify challenges, understand current state, develop future state solutions, and implement the most impactful changes.
- Driving drastic improvement to the end-to-end client experience, by looking at processes through the client's eyes, challenging all assumptions, and delivering processes that work for the client.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.