Director, SAI Platform Management
The Role
The Director of Platform Management will work closely with the Strategic Advisers investment management functions (research, portfolio management and trading) along with Operations, Data and Technology teams supporting and leading a range of projects with diverse scope and complexity. In this dynamic role, this individual will help grow and scale our IDS (Investment Decision Solutions) platforms within Strategic Advisers.
To be successful, candidates must have an ability to articulate business requirements, analyze and review systems and architectural designs, track all aspects of a multi-month initiative and communicate effectively with many levels across Strategic Advisers and within Fidelity Asset Management.
Primary Responsibilities
Build and maintain strong relationships with key business partners and act as an advocate for Strategic Advisers
Collaborate with technology partners and key stakeholders to define the infrastructure vision, roadmap, and prioritization needs across Strategic Advisers
Own and drive key initiatives from business requirements, systems analysis, architectural design, development, testing and implementation.
Be a driver for change and innovation in product and systems design sessions; challenge the status quo.
Ensure Strategic Advisers operational readiness, coordinate cross-project activities and provide support related to processes and infrastructure.
The Expertise and Skills You Bring
10+ years relevant working experience preferably within Finance/Investment Management.
Bachelor’s degree required.
Broad-based Fidelity experience; experience with systems development projects, business analysis and systems analysis
Work across organizational boundaries and effectively collaborate to achieve business results in a complex and fast paced environment.
Robust data querying skills using SQL and experience using data visualization tools such as Tableau and Power BI
Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations.
Strong project management skills; experience managing complex projects with multiple business partners.
History of successfully leading key initiatives to completion; translating strategies into specific goals, action plans and deliverables
A leader with strong interpersonal, communication, and negotiation skills
Analytical mindset with the ability to understand complex systems and business requirements.
Ability to identify key risks and bring them to resolution.
Demonstrate a proactive approach to growing your skills and building your product knowledge.
Identify process improvement opportunities and lead implementation efforts as appropriate.
Strong team orientation; commitment to excellence; attention to detail; self-driven
Note: Fidelity will not provide immigration sponsorship for this position.
The Values You Deliver
Partner with multiple areas of Strategic Advisers’ including PM, Research, Operations and Technology to ensure the required business needs to support and minimize risk are implemented and met.
Lead all program management /technology efforts on behalf of the Platform team.
Develop management reporting, including key performance indicators (KPIs) to increase visibility into the performance and needs of the Operations and Investment teams.
Foster a culture that encourages and rewards proactivity, accountability, and excellence.
Communicate with business partners to ensure the appropriate solutions are implemented.
Demonstrate a proactive approach to growing your skills and building your product knowledge.
Strategic Advisers
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 managing over $700B in assets across 2.2M client accounts.
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