The Vision and Mission of Solutions Office is to enable our internal customers and clients with simple, intuitive, and scalable solutions to reduce risk and effort. In this role, you will lead the projects, gather, access and scope requirements, groom the stories in collaboration with development and automation teams and rollout the solutions to the users. You will also be required to work on complex data requests which include gathering the data from Fidelity systems, use excel to analyze, consolidate, and summarize the data in the required format and deliver to requestors.
The Expertise We're Looking For
- Proficient in data analysis and reporting
- Proficient in MS Word, Excel, and PowerPoint
- Proficient in pulling reports from different sources, aggregating, and summarizing in the client's required format.
- Proficient in requirement gathering, analysis and documentation
- Proficient in understanding business processes and creating process flows
- Ability to complete complex requests needing high degree of domain and process knowledge
- Facilitate discussions with diversified stakeholders
- Flexible, with a willingness to adapt to the changing needs of the solutions office
- Bachelor's degree preferred
RM Support Request Execution
- Execute on activities related to (but not limited to) producing client-specific content, fulfilling internal and external data requests, and performing plan service reviews and enablement activities
- Support the needs of the Relationship Management team, internal business partners and other Relationship Mgmt. support teams
- Identify, capture, analyze, consolidate, and distribute data in requested format
- Process requests according to business requirements and documented procedures in a timely manner
- QC output to ensure data accuracy and adherence to specifications
- Seek clarification and refine requirements by interacting with the requestors
- Log, track and communicate status of request to key stakeholders
- Pursue opportunities to streamline, improve and standardize processes
- Identify and implement best practices when executing on team activities
- Identify and troubleshoot complex process points with the Managing Directors
- Managed and cultivate strategic relationships with Managing Directors
- Track progress and follow up with key stakeholders
- Pilot and deploy solutions
- Work with aligned partners on tech solutions
- Collaborating with Senior Leaders to keep projects on task
- Strong analytical, problem solving and organizational skills
- Building trust with end-customers (Relationship managers and business partners)
- Strong work ethic with focus on continuous improvement and enhancing the team environment.
- Experience performing sophisticated data analysis and data aggregation
- Keen ability to navigate organization to find information
- Penchant for detail, quality assurance and timely delivery
- Excellent verbal, written and interpersonal communication skills
- Project management experience
- Story telling, process flow and road mapping skills
- Strategic thinking across teams and processes
- Proven professional demeanor and ability to engage multiple levels of the organization; work independently with minimal direction.
- Influencing Leadership levels
- Coaching and mentoring within domain
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.
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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.
Information about Fidelity Investments
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit FidelityCareers.com.
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.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
