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SF
Hybrid Director, Fund Admin Business Engagement
Posted 2 months ago
About the role
- Director of Business Engagement operationalizing and scaling initiatives for Fidelity's Fund and Investment Operations. Influencing leaders and implementing reporting frameworks for effective decision making.
Responsibilities
- Strengthen and formalize the BEWM operating model end‑to‑end — intake & logging, assignment & scoping, tracking & statusing, communications, review & prioritization, reporting & insights —and drive adoption across Fund Administration.
- Mature governance: define policies, standards, RACI, and cadences for the core BEWM routines (Visibility; Assignment & Scoping; Status Review; Business Partner Communication).
- Set a multi‑year strategy and OKRs for BEWM aligned to FFIO and enterprise priorities; measure value creation and drive continuous improvement.
- Bolster and operationalize Fund Admin’s KPI framework (leading/lagging indicators) and work management prioritization methodology balancing risk, regulatory commitments, client impact, capacity, and value.
- Build and lead a multi‑disciplinary team (intake coordination, project/program management, reporting & insights); hire, coach, and develop leaders and specialists.
- Employ a central work intake and tracking solution; ensure data quality, lineage, and a business glossary/data dictionary specifically for BEWM data assets, in close alignment with Fund Administration data stewardship disciplines.
- Own executive dashboards, scorecards, and MBR/QBRs that frame choices, risks, dependencies, and trade‑offs for decision makers.
- Lead change management and communications to drive adoption of new processes, tooling, and metrics; enable a culture of transparency and accountability.
Requirements
- Proven success standing up or scaling an operating model across a line of business; able to influence and operationalize change at pace.
- Executive communication and storytelling with senior stakeholders; adept at framing trade‑offs, risks, and scenarios.
- Change leadership: building adoption, training, and communications for new processes and tools; continuous improvement mindset.
- Comfort with and ability to lead, influence and manage in a less-structured and matrix reporting line environment, across the broader organization and its broader stakeholder groups
- Expertise in work intake and management practices (prioritization frameworks, OKRs, capacity planning) and governance. (Aligned to BEWM.)
- Leadership experience managing multiple teams (including managers) and coordinating across functions; strong resource planning and vendor/partner management preferred.
- Working knowledge of BI/analytics and workflow tooling; strong understanding of data quality, lineage, and metric design preferred.
- Bachelor’s degree or equivalent experience in project/program management, operations, business process, or analytics in a regulated environment.
Benefits
- Fidelity will not provide immigration sponsorship for this position.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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