Job Description:

The Role

The Director, Business Oversight will be responsible for providing end-to-end oversight of business and operational processes, increasing quality and reducing risk across the business.  We’re looking for a collaborative, curious, team focused Director that can work with business counterparts to ensure end-to-end understanding of operational complexity and address areas of risk.  The primary responsibilities include:

Lead and drive quality and risk efforts supporting the Model Management business as well as the build out of the Private Assets program. 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. Provide business judgement and leadership to guide service recoveries, audit action items, and other risk remediation efforts. Develop and maintain strong relationships at multiple levels with key internal and cross company business partners to understand full end-to-end environments and capture and manage key risks. Drive the prioritization and implementation of controls, automation, process improvements, and documentation to decrease risk and increase efficiency. Closely partner with LRC counterparts across the firm, such as Legal (SAI/FPWA), Compliance, PI Oversight, Internal Audit and Asset Management Risk. Act as an advocate for SAI throughout the organization. Protect Strategic Advisers by managing regulatory requirements, such as business continuity planning, access management including information barriers, and records retention.

The Expertise and Skills You Bring

8+ years working experience Bachelor’s degree required Broad-based investment industry experience and proven analytical skills; experience with operations, business analysis, project management, and scorecard and metrics reporting Experience in Asset Management or with managed accounts preferred Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations and manipulate data using Excel Record of team leadership, commitment to excellence, and attention to detail Ability to effectively manage relationships, collaborate, and influence  Ability to identify and design effective processes, identify process improvement opportunities, and identify risks/gaps in a process Self-starter and motivated individual with ability and desire to identify solutions to problems Ability to understand regulatory and compliance matters and apply them to the business

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.

Strategic Advisers – Business Health & Oversight Team

The 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 LRC

Certifications: