Manager, Transformation and Automation at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Fraud RiskIndustries

Requirements

Bachelor’s degree or equivalent experience in business, project management, analytics, or a related field
Strong project management and organizational skills
Proficiency in PowerPoint, Excel, and data visualization tools such as Miro, Visio, Jira, etc
Ability to synthesize complex information into clear, actionable insights
Experience in fraud operations or financial services (preferred)
Background in training content development (preferred)
Willingness to travel if needed

Responsibilities

Support transformation projects from planning through execution
Identify operational gaps and propose solutions to improve efficiency and effectiveness
Create executive-ready presentations, charts, and dashboards to communicate progress and outcomes
Collaborate with internal teams and external partners to align on goals and deliverables
Maintain project documentation, timelines, and status updates

Skills

Key technologies and capabilities for this role

Project ManagementPowerPointExcelMiroVisioJiraData VisualizationProcess Improvement

Questions & Answers

Common questions about this position

Is this a remote position or does it require office work?

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.

What skills and experience are required for this role?

The role requires a Bachelor’s degree or equivalent in business, project management, analytics, or related field, strong project management and organizational skills, and proficiency in PowerPoint, Excel, and data visualization tools such as Miro, Vizio, Jira etc. Additional needs include ability to synthesize complex information into clear insights, with experience in fraud operations or financial services as a plus.

What is the salary or compensation for this position?

This information is not specified in the job description.

What team will I be working with in this role?

You will be part of the Fraud Risk and Control – Global Fraud Detection and Operations (GFDO) team.

What makes a strong candidate for this Manager role?

Strong candidates excel at managing projects, identifying process gaps, communicating progress through clear visuals, and bringing structure to complex efforts, with proficiency in tools like PowerPoint, Excel, and Jira. Experience in fraud operations, financial services, or training content development is a plus.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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