Director process strategy

Job Description:

Director, Process Strategy & Enablement – Asset Management

Role Overview:

The Director, Process Strategy & Enablement plays a pivotal role in driving high-impact cross-functional process improvements across Asset Management. In this role, the Director will succeed by cultivating a deep understanding of user needs, providing thematic and strategic insights, developing actionable solutions, and providing organizational change support. Ideal candidates thrive in dynamic environments and are comfortable leading teams or contributing individually based on project needs.

Key Responsibilities

Cross-Functional User Research & Insight Development

• Develop connections with business partners to understand their needs
• Conduct stakeholder interviews and synthesize findings into actionable insights
• Distill complex information into executive-level updates

Solution Design & Prototyping

• Encourage creative thinking and challenge assumptions
• Develop mock-ups, process maps, and prototypes
• Iterate solutions based on user feedback
• Prepare and present recommendations for executives and end users

Organizational Change & Implementation

• Design and socialize implementation plans to build consensus
• Provide guidance and support through the change process
• Refine solutions based on real time user feedback

Team Leadership & Collaboration

• Lead or contribute to cross-functional teams
• Mentor junior team members and foster a collaborative environment

The Expertise and Skills you Bring:

• Demonstrated experience in financial services (10+ years)
• MBA or advanced degree preferred
• Strong emotional intelligence and relationship-building skills
• Exceptional problem-solving and analytical capabilities
• Curiosity and ability to ask probing questions
• Rapidly builds understanding of complex topics
• Proficiency in synthesizing quantitative and qualitative data into actionable themes
• Strong executive presence
• Proven ability to lead meetings and manage sensitive topics constructively
• Outstanding communication skills across written, verbal, and visual formats (PowerPoint)
• Project management and organizational expertise
• Comfort giving and receiving feedback to iterate and improve
• Ability to work independently and with ambiguity
• Advanced Excel skills for data analysis
• Adaptability in fast-paced environments
• Attention to detail to produce polished results
• Commitment to continuous learning and development
• Positive outlook and enthusiastic about finding solutions

The Process Strategy & Enablement team is part of the Business Management & Strategy (BMS) team. BMS provides operational and strategic support across Compliance, Risk & Business Operations (CRBO) functions, and the broader Asset Management (AM) organization in the areas of:

• Business Management, including the aggregation and collection of Objectives & Key Performance Indicators (OKPIs)
• Project & program management support for key AM & CRBO Strategic Initiatives
• Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team
• Technology product support for the CRBO technology portfolio
• Cross-functional process improvements and change management support

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Accommodation Language

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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2.

Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.