Job Description:

The Role

Strategic Advisers Investment Operations is looking for a highly motivated individual to lead our Trade Coordination role. In this role, you will be serving as the primary liaison between SAI business, Production Support, Strategic Advisor Technology (SAT) and upstream/downstream business partners that we depend on for trading. In addition to strong technical competency, the position requires the ability to effectively work across a geographically diverse team, build and leverage relationships, and provide innovative thought leadership. You will work in close collaboration with our managed accounts investment team, technology team and key operational partners to drive seamless management of over 2 million accounts. As a leader you will help shape the future model for continuous business integration and drive a critical focus on stability in a fast-paced, complex, high-volume growth organization.

Key roles and responsibilities for this position include:

Partner with SAI Business Oversight to identify opportunities for improvement/automation of operational processes supporting aspects of trading

Actively monitor all daily trade activity; engaging the Investment team, SAT, and downstream business partners (both internal and external to Fidelity) to ensure planned reallocations are effectively communicated and can be supported based on capacity

Own trade incident management: drive resolution for any events that impact trading, e.g., batch completion, vendor feed delays; reconciliation processes; IM activities. Partner with production support to manage the inventory of incidents to identify trends

Implement Service Management protocols to clearly define entry and exit criteria for incident management, and associated problem management

Capture and track on-going trading scale needs and forecasted growth (e.g., Batch, Reruns, Releases, Allocations)

Manage all trading metrics to ensure direct visibility into accounts traded; orders released; high volume days; capacity limitations across the E2E trading model

Serve as key business contact on FSC bridges, ensuring the business impact is understood, communications are accurate and distributed and the event is managed to resolution.

By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture.

The Expertise and Skills You Bring

Bachelor’s degree in Engineering or Computer Science preferred

8+ years of experience in Engineering and Operational Support leadership in the financial services industry

Facilitate work prioritization based on business and technology needs

Experience in Web/cloud application engineering and design is desirable

Capable of partnering with and influencing individuals at all organizational levels

Experience in incident management and problem management.

Ability to understand the business criticality of various applications as they relate to complex business processes.

Strong communication (written and verbal) and interpersonal skills.

Able to understand a complex and global systems environment.

Strong knowledge of investment terms and practices is desirable.

Familiarity with Agile Project Management.

Financial systems knowledge.

The Team

Through Fidelity’s mission to deliver the best client experience in the financial services industry – Strategic Advisers (SAI) aims to bring simplicity to clients’ complex needs through personalized, scalable solutions. SAI is the end-to-end investment management team for Fidelity’s managed accounts business, providing scalable, personalized investment solutions for Fidelity’s clients across the Personal Investing, Workplace Investing, and Fidelity Institutional channels. SAI is a rapidly growing organization, currently handling over $700B in assets across 2.2M client accounts.

Strategic Advisers > Investment Operations is a central organization within Strategic Advisers Investment Services, responsible for delivering exceptional managed account operational services that are critical to SAI’s success

Execute on daily tasks that support management account and fund trading across WI/FI/PI

Manage and report on Corporate Action events impacting accounts

Manage, analyze, and resolve client account errors & large-scale service recoveries

Support new client implementations, including ‘white glove’ service for strategic conversions

Provide share class monitoring, Investment Agreement management and fund event support

Support new products, programs and enhancements and ensure appropriate processes and operating models are in place to support execution of key objectives

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.