Job Description:

The Role

The Senior Manager, Business Oversight will be responsible for helping Strategic Advisers manage quality by identifying and mitigating risks to the business as a result of its rapid asset and account growth, new products, and increasing complexity of its platforms and operational environments. The individual will work with business counterparts to ensure end-to-end understanding of operational complexity and address areas of risk. The primary responsibilities include:

Conduct quality reviews of SAI's high risk processes
Understanding customer needs and requirements to develop effective quality control processes
Outline quality standards in accordance with industry standards
Continue to enable the rollout of SAI's new Partner Management Program to ensure end-to-end excellence
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
Highlight and report results & trends to the SAI leadership team through reporting and Advisory Board updates
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

6+ years working experience
Bachelor's degree required
Proven experience with a quality management program
Experience with implementing lean principles a plus
Broad-based investment industry experience and proven analytical skills
Experience in Asset Management or Managed Accounts is a plus
Experience supporting multiple work streams simultaneously
Highly proficient with MS Office and SharePoint in particular

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 $750B in assets across 3.0M 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:

Company Overview

Fidelity 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 Us

At 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, detailed in this document, 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.

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.