Program Manager

Fidelity Investments Inc.; Westlake (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

Fidelity Investments Inc. in Westlake, TX is seeking a Program Manager to lead initiatives within Compliance Platform Strategy.

You will analyze complex business components, identify improvement opportunities, and serve as a liaison between cross-functional teams to deliver solutions that meet business needs. The role emphasizes gathering requirements, creating process flows, overseeing end-user testing, delivering clear reports, and presenting insights to stakeholders while adapting to changing

Qualifications

• Bachelor's degree or equivalent with 5 years of experience.
• Ability to analyze and document business processes and complex test cases.
• Experience in creating and analyzing workflows.
• Update, implement and maintain processes and procedures.
• Gather information from meetings with partners and produce informative reports.
• Develop and deliver clear and concise written and verbal communications.
• Strong ability to partner and work collaboratively with cross-functional teams.
• Solid track record to handle multiple tasks, prioritize work independently, and deliver timely results.
• Flexible and adaptable to changing needs and shifting priorities.
• Deliver presentations to share ideas and insights.

Responsibilities

• Analyze complex business components to identify operational, financial, technological or improvement opportunities.
• Partner with cross-functional teams to gather requirements and drive end-user testing.
• Create process flows and produce informative reports for stakeholders.
• Deliver clear written and verbal communications and maintain relationships with partners.

Skills

Business process analysis

Workflow analysis

Requirements gathering

Communication skills

Cross-functional collaboration

Prioritization

Presentation skills

Time management

Reporting

Adaptability

Education

Bachelor's degree or equivalent

Job description

Job Description:

Program Manager

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Program Manager (PM) role within Compliance Platform Strategy is crucial in enabling Corporate Services Technology (CST) to continuously modernize, consolidate and digitize technology solutions and provide an enhanced user experience to Fidelity associates! The PM will analyze complex business components to identify operational, financial, technological or improvement opportunities. The PM serves as a leader and liaison between cross-functional teams.

The Expertise and Skills You Bring

The Program Manager role provides an outstanding opportunity to develop a broad and deep understanding of the Compliance businesses. This role requires partnership and close collaboration with project teams to gather requirements, create process flows, drive in-depth end-user testing, collect feedback and incorporate recommendations into future requirements releases. You will ensure solutions meet the business needs and requirements, while maintaining relationships with various partners.

• Bachelor's degree or equivalent with 5 years of experience.

• Ability to analyze and document business processes and complex test cases.

• Shown experience in creating and analyzing workflows.

• Update, implement and maintain processes and procedures.

• Gather information from meetings with partners and produce informative reports.

• Develop and deliver clear and concise written and verbal communications.

• Strong ability to partner and work collaboratively with cross-functional teams.

• Solid track record to handle multiple tasks, prioritize work independently, and deliver timely results.

• Flexible and adaptable to changing needs and shifting priorities.

• Deliver presentations to share ideas and insights.

The Team

The Compliance Platform Strategy team facilitates the implementation, transformation, and maintenance of compliance systems to meet the firm's regulatory obligations, reduce customer friction, and build a digital compliance platform for the future.

Our team is made up of analysts and program managers that work closely with CST to ensure they have a solid understanding of Surveillance, Operations, Compliance, Anti-Money Laundering and Fraud Investigations, and Digital Asset's current and future needs.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Program/Project Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.