The Role
The Process Improvement position is part of Fidelity Charitable’s Investment Operations Team. In this role, you will be a key member of our leadership team focused on leading initiatives to optimize our operational performance and drive continuous improvement across Investment Operations. This role requires a strategic thinker with a proven track record in maximizing technology to optimize processes, implementing best practices, and collaborating cross-functionally to achieve operational excellence. You will be responsible for managing our portfolio of operational efficiencies including, workflow analysis, conducting improvement assessments, designing improvement plans, tracking progress and communicating outcomes to senior leadership. You will also be responsible for managing our operational scorecard to strengthen our data-driven decisioning capabilities. Your work, your creativity, and your deep appreciation for automation will redefine how we think about operational success.
Analyze current operational processes and workflows
Develop process and journey maps for existing processes, identify improvement opportunities, and drive implementation of enhancements
Lead change management efforts to drive adoption of improvements and enhancements
Develop business requirements to introduce technology enhancements and automation into existing processes
Strong collaboration with technology and development teams in an agile environment to ensure successful implementation of process improvements
Oversee backlog planning, prioritization, and delivery plans for all operational efficiency efforts to ensure targeted focus on highest value efforts
Manage Investment Operations scorecard process – collaborate with peers to set performance metrics, monitor progress, and track alignment with organizational goals
Develop scorecard reporting routines to communicate organizational performance and progress of operational efficiency
Monitor industry trends and best practices to keep the organization at the forefront of operational efficiency
Develop presentations, reports, and other materials for key stakeholders, including the senior leadership team
Lead multiple projects simultaneously with varying levels of complexity
Supports the execution of functional and SDO strategic initiatives which improve our operational efficiency, team productivity and quality
The Experience and Skills You Bring
5+ years of progressive experience in operations, strategy, process improvement, and business analysis
3+ years in financial service operations
Demonstrated expertise in managing cross-functional teams and projects
Experience leading projects aimed at streamlining operational processes, reducing costs, and improving quality
Proven experience leading and transforming end-to-end process improvement; designing processes and defining success metrics
Professional experience in workflow management, process mapping, and documentation
Ability to see the big picture while navigating the details of execution
Strong analytical and problem-solving skills, with the ability to translate data into actionable insights.
Exceptional communication and interpersonal skills
Creative, adaptive and an experienced practitioner; with a growth mindset and superior collaboration skills
Foster a culture of continuous improvement and innovation within the organization
Project management skills with a track record of successful project delivery
Highly proficient in Tableau, Power BI, and other data visualization tools
Experience with process improvement methodologies and tools
Lean Six Sigma Black Belt is preferred
Proficient with Jira, Jira Align, or other work planning software
The Team
Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
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