Job Description:
The Role
The Process Improvement position is part of Fidelity Charitable's Investment Operations Team. In this role, you will be a key member of our leadership team focused on leading initiatives to optimize our operational performance and drive continuous improvement across Investment Operations. This role requires a strategic thinker with a proven track record in maximizing technology to optimize processes, implementing best practices, and collaborating cross-functionally to achieve operational excellence. You will be responsible for managing our portfolio of operational efficiencies including, workflow analysis, conducting improvement assessments, designing improvement plans, tracking progress and communicating outcomes to senior leadership. You will also be responsible for managing our operational scorecard to strengthen our data-driven decisioning capabilities. Your work, your creativity, and your deep appreciation for automation will redefine how we think about operational success.
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- Analyze current operational processes and workflows
- Develop process and journey maps for existing processes, identify improvement opportunities, and drive implementation of enhancements
- Lead change management efforts to drive adoption of improvements and enhancements
- Develop business requirements to introduce technology enhancements and automation into existing processes
- Strong collaboration with technology and development teams in an agile environment to ensure successful implementation of process improvements
- Oversee backlog planning, prioritization, and delivery plans for all operational efficiency efforts to ensure targeted focus on highest value efforts
- Manage Investment Operations scorecard process - collaborate with peers to set performance metrics, monitor progress, and track alignment with organizational goals
- Develop scorecard reporting routines to communicate organizational performance and progress of operational efficiency
- Monitor industry trends and best practices to keep the organization at the forefront of operational efficiency
- Develop presentations, reports, and other materials for key stakeholders, including the senior leadership team
- Lead multiple projects simultaneously with varying levels of complexity
- Supports the execution of functional and SDO strategic initiatives which improve our operational efficiency, team productivity and quality
The Experience and Skills You Bring
- 5+ years of progressive experience in operations, strategy, process improvement, and business analysis
- 3+ years in financial service operations
- Demonstrated expertise in managing cross-functional teams and projects
- Experience leading projects aimed at streamlining operational processes, reducing costs, and improving quality
- Proven experience leading and transforming end-to-end process improvement; designing processes and defining success metrics
- Professional experience in workflow management, process mapping, and documentation
- Ability to see the big picture while navigating the details of execution
- Strong analytical and problem-solving skills, with the ability to translate data into actionable insights.
- Exceptional communication and interpersonal skills
- Creative, adaptive and an experienced practitioner; with a growth mindset and superior collaboration skills
- Foster a culture of continuous improvement and innovation within the organization
- Project management skills with a track record of successful project delivery
- Highly proficient in Tableau, Power BI, and other data visualization tools
- Experience with process improvement methodologies and tools
- Lean Six Sigma Black Belt is preferred
- Proficient with Jira, Jira Align, or other work planning software
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.
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.