Software Asset Manager at Fidelity Investments

Westlake, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, TechnologyIndustries

Requirements

Minimum of 5 years of progressive experience in IT Asset Management, with a proven track record in a large, complex enterprise environment, preferably in financial services
Expert-level, hands-on experience with the ServiceNow platform, specifically with the Hardware Asset Management (HAM) and Software Asset Management Professional (SAM Pro) modules
Extensive, hands-on experience managing enterprise-level licensing agreements and relationships with major software vendors such as IBM, Microsoft, and Oracle
Deep knowledge of ITAM principles and best practices (e.g., ITIL, IAITAM); experience with other discovery tools is a plus
Strong analytical skills to analyze complex datasets, identify discrepancies, and translate data into actionable insights and strategic recommendations
Solid understanding of budgeting, financial analysis, and cost allocation as they relate to technology assets
Excellent interpersonal and communication skills, with a proven ability to negotiate effectively with vendors and influence stakeholders across the organization
Exceptional execution skills with a meticulous and detail-oriented approach to managing asset data and ensuring compliance with intricate contract terms
Self-motivated team player who brings energy, enthusiasm, and intellectual curiosity
Bachelor's degree in Information Technology, Business Administration, Finance, or a related field
Certifications (Preferred): Certified IT Asset Manager (CITAM), Certified Software Asset Manager (CSAM), or ServiceNow certifications (e.g., Certified System Administrator, SAM Professional)

Responsibilities

Develop, implement, and oversee comprehensive IT Asset Management (ITAM) policies, processes, and procedures for both hardware and software
Drive administration and optimization, leveraging the ServiceNow platform, SAM Pro module to manage complex software entitlements and reconciliation
Influence the complete IT asset lifecycle, from procurement and deployment to maintenance, utilization, and secure disposal
Lead software license management and compliance efforts, ensuring adherence to complex enterprise agreements with major vendors like IBM, Microsoft, and Oracle to avoid audit risks and financial penalties
Conduct regular internal audits and reconciliation of asset data within ServiceNow to maintain the accuracy of the ITAM database and Configuration Management Database (CMDB)
Analyze asset data and usage trends to identify opportunities for cost savings through license optimization, hardware consolidation, and strategic sourcing
Collaborate closely with IT, Finance, Procurement, and Legal teams to support budgeting, forecasting, and contract negotiations for IT assets
Generate and present detailed reports and dashboards from ServiceNow on asset inventory, compliance status, and financial metrics to senior leadership
Stay current with industry best practices, licensing models, and regulatory changes impacting IT assets within the financial services sector

Skills

ITAM

ServiceNow

SAM Pro

Software License Management

IBM

Microsoft

Oracle

CMDB

Asset Lifecycle Management

Compliance

Vendor Management

Cost Optimization

Audits

Procurement

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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