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Manager, Business Oversight

Company: Fidelity Investments
Location: Boston
Posted on: September 18, 2023

Job Description:

Job Description:
The Manager, Business Oversight will be responsible for providing end-to-end oversight of business and operational processes, increasing quality and reducing risk across the business.\u00A0 We re looking for a collaborative, curious, team focused Manager that can work across business and technology teams.\u00A0 This role has a unique opportunity to learn, build new skills and grow your knowledge around the Managed Account business.\u00A0
The primary responsibilities include:

  • Support quality and risk efforts within the workplace managed accounts business
  • Collaborate with product and platform business partners to identify and manage risks prior to the launch of new products or changes to existing platforms and processes
  • Responsible for tracking all issues/errors, writing executive commentary,\u00A0 and following up on all action items
  • Support the implementation of controls, automation, process improvements, and documentation to decrease risk and increase efficiency
  • Responsible for management reporting including maintaining and developing tableau reports and the team s SharePoint site
  • Protect Strategic Advisers by supporting regulatory requirements, such as business continuity planning, access management including information barriers, and records retention
    The Expertise and Skills You Bring
    • 3-5 years of related work experience
    • BA/BS required
    • Highly organized with strong attention to details
    • Strong problem solving and analytical skills
    • Team player who takes initiative and works constructively with others to achieve team goals
    • Demonstrated project management skills and ability to multi-task and prioritize in a fast-paced, deadline driven and forward-thinking environment.
    • Strong presentation, written, and interpersonal communication skills
    • Intellectual curiosity and a desire to continuously learn and grow with an interest in the managed accounts business.
    • Proficient with Excel, PowerPoint, Sharepoint and Tableau in particular.
      Strategic AdvisersThrough 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.\u00A0 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.\u00A0 SAI is a rapidly growing organization, currently managing over $700B in assets across 2.2M client accounts.
      Strategic Advisers - Business Health & Oversight TeamThe Business Health & Oversight (BHO) team, is a central organization within Strategic Advisers, responsible for providing end-to-end oversight to ensure overall health of the business by mitigating risk and driving operational efficiencies through:
      • Enabling SAI to effectively and efficiently manage its risk, legal and regulatory responsibilities through broad program management
      • Ongoing support of risk and quality management through risk evaluations & assessments, designing/re-designing processes, remediation efforts, and prioritization of critical areas within the business
      • Supporting Incidents and Errors by driving systemic improvement across the organization
      • Focusing on internal operating policies and procedures and external regulatory requirements in conjunction with LRCPlease see below for the salary range for work locations in Colorado only:N/A

        Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A

        Please see below for the salary range for work locations in California only:N/A

        Please see below for the salary range for work locations in Washington only:N/A

        Company OverviewFidelity 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 UsAt 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 -, we have been recognized by our employees as a Best Place to Work in 2023. 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.At Fidelity, 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 \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to -Find Your Fidelity -at -.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 -, or by calling 800-835-5099, prompt 2, option 3.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 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.

Keywords: Fidelity Investments, Boston , Manager, Business Oversight, Executive , Boston, Massachusetts

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