Director, Process Strategy & Enablement

Fidelity Investments

$110K — $222K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in financial services
  • BS degree required; MBA or advanced degree preferred
  • Strong relationship-building and emotional intelligence skills
  • Exceptional problem-solving and analytical abilities
  • Proficient in converting complex data into actionable insights
  • Excellent communication skills, including executive presentation proficiency
  • Advanced Excel skills for data analysis

Responsibilities

  • Drive cross-functional process improvements in Asset Management
  • Conduct user research to gather insights from business partners
  • Synthesize findings into executive-level updates
  • Design and prototype solutions while encouraging creative thinking
  • Lead implementation plans and provide change management support
  • Mentor junior team members and foster team collaboration
  • Prepare and present recommendations to executives and end users

Benefits

  • Comprehensive health care coverage
  • Emotional well-being support
  • Market-leading retirement options
  • Generous paid time off and parental leave
  • Educational assistance including student loan repayment and tuition reimbursement
  • Charitable giving employee match program
Full Job Description
Job Description:

The Role:

The Director, Process Strategy & Enablement plays a pivotal role in driving high-impact cross-functional process improvements across Asset Management. In this role, the Director will succeed by cultivating a deep understanding of user needs, providing thematic and strategic insights, developing actionable solutions, and providing organizational change support. Ideal candidates thrive in dynamic environments and are comfortable leading teams or contributing individually based on project needs.

  • Cross-Functional User Research & Insight Development
  • Develop connections with business partners to understand their needs
  • Conduct stakeholder interviews and synthesize findings into actionable insights
  • Distill complex information into executive-level updates
  • Solution Design & Prototyping
  • Encourage creative thinking and challenge assumptions
  • Develop mock-ups, process maps, and prototypes
  • Iterate solutions based on user feedback
  • Prepare and present recommendations for executives and end users
  • Organizational Change & Implementation
  • Design and socialize implementation plans to build consensus
  • Provide guidance and support through the change process
  • Refine solutions based on real time user feedback
  • Team Leadership & Collaboration
  • Lead or contribute to cross-functional teams
  • Mentor junior team members and foster a collaborative environment


The Expertise and Skills you Bring:

  • Demonstrated experience in financial services (10+ years)
  • BS degree required, MBA or advanced degree preferred
  • Strong emotional intelligence and relationship-building skills
  • Exceptional problem-solving and analytical capabilities
  • Curiosity and ability to ask probing questions
  • Rapidly builds understanding of complex topics
  • Proficiency in synthesizing quantitative and qualitative data into actionable themes
  • Strong executive presence
  • Proven ability to lead meetings and manage sensitive topics constructively
  • Outstanding communication skills across written, verbal, and visual formats (PowerPoint)
  • Project management and organizational expertise
  • Comfort giving and receiving feedback to iterate and improve
  • Ability to work independently and with ambiguity
  • Advanced Excel skills for data analysis
  • Adaptability in fast-paced environments
  • Attention to detail to produce polished results
  • Commitment to continuous learning and development
  • Positive outlook and enthusiastic about finding solutions


The Team:

The Process Strategy & Enablement team is part of the Business Management & Strategy (BMS) team. BMS provides operational and strategic support across Compliance, Risk & Business Operations (CRBO) functions, and the broader Asset Management (AM) organization in the areas of:
  • Business Management, including the aggregation and collection of Objectives & Key Performance Indicators (OKPIs)
  • Project & program management support for key AM & CRBO Strategic Initiatives
  • Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team
  • Technology product support for the CRBO technology portfolio
  • Cross-functional process improvements and change management support


The base salary range for this position is $110,000-$222,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Certifications:

Category:

Business Strategy

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