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Fidelity Investments

Manages investments and workplace retirement plans

Director, Business Process Improvement

Business OperationsConfirmed live in the last 24 hours
Full-time$103k - $211k /yr

About the Job

Requirements

  • At least 8 years of experience delivering quantifiable business performance improvement through hands-on process improvement and operational change in large organizations.
  • Frame complex, ambiguous business problems, identify root causes, and structure a path from current state to future state.
  • Conduct current-state process mapping and observation to identify waste, friction, and improvement opportunities across large, complex organizations.
  • Design and implement future-state processes using Six Sigma, Lean, and quality management methodologies.
  • Support business operations teams to identify business problems, generate solutions, plan, and implement changes that improve business performance.
  • Lead large-scale improvement initiatives with multiple workstreams, from problem framing through implementation.
  • Work independently to achieve expected business outcomes and operational excellence.
  • Deliver expected results with high business partner satisfaction and within schedule and budget.
  • Conduct process and data analysis, including cost-benefit analysis, modeling, process mapping, workflow observation, and data flows.
  • Have experience with digital solutions and the ability to facilitate operations and technical teams to eliminate manual processes through automation.
  • Create business writing and PowerPoint content that clearly communicates problem framing, current and future state, and recommendations to leadership at all levels.
  • Translate data and process observation into clear, actionable insights that support unbiased recommendations.
  • Use structured problem-solving grounded in observation, data, and industry-standard improvement methodologies, balanced with innovation and practicality.
  • Generate options and recommendations rooted in rigorous current-state analysis and value-based prioritization.
  • Synthesize requirements for user experiences, business capabilities, and technology enablers.
  • Explore root causes through observation, data analysis, and stakeholder interviews.
  • Communicate clearly and concisely verbally, and produce written and visual communication that is impactful and easy to consume.
  • Facilitate large working sessions of cross-functional team members.
  • Be accountable for outcomes often achieved through partnerships and influence of peers and leaders.
  • Provide program leadership across multiple workstreams and complex operational scenarios.
  • Adapt to evolving and sometimes ambiguous business challenges.
  • Navigate complexity and create focus on what matters.
  • Demonstrate experience in an operational excellence, continuous improvement, or process engineering capacity, such as an internal center of excellence or industry operations experience.

Responsibilities

  • Frame complex problems, map current-state processes, and design and implement improvements across people, process, technology, and governance.
  • Collaborate with business leaders and their teams to observe operations, analyze data, and design, develop, and deploy practical solutions.
  • Develop well-supported, data-driven recommendations for business improvement.
  • Evolve the tools and standards used to optimize the team's value proposition.
  • Support cross-functional operating-model change and transformation.
  • Diagnose problems, map processes, and deploy practical solutions within Workplace Investing Operations, Service, and Sales teams.

Desired Qualifications

  • Experience in Financial Services or Benefits Outsourcing industries is preferred.
  • Internal center-of-excellence or industry operations experience is preferred.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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