VP, Advanced Process Solutions at Fidelity Investments

Merrimack, New Hampshire, United States

Fidelity Investments Logo
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset ManagementIndustries

Requirements

  • Extensive experience in financial services, business operations, or technology leadership roles
  • Proven track record of implementing transformation initiatives and delivering strategic automation solutions
  • Executive-level communication and presentation skills, with the ability to influence and engage across all levels of the organization
  • Strong grasp of industry trends in automation, AI, and digital transformation
  • Experience building and scaling high-performing teams and fostering cross-functional collaboration
  • Strong knowledge of regulatory and compliance frameworks within Asset Management
  • Strategic problem solver capable of developing a business vision and turning it into actionable operational strategies
  • Expertise in process optimization, automation technologies, and change management
  • Ability to scope, prioritize, and be responsible for complex, multi-disciplinary projects with global impact
  • Comfortable navigating ambiguity and driving clarity in fast-paced, evolving environments
  • Skilled in partner engagement, executive reporting, and governance
  • Experience leading globally dispersed teams and handling vendor/partner relationships
  • Demonstrates a deep understanding of the Asset Management business and its interdependencies across all organizational functions
  • Strong understanding of software development and automation frameworks (e.g., Python, APIs, low-code/no-code platforms, cloud-based solutions)
  • Familiarity with DevOps, CI/CD principles, and modern data analytics tools
  • Ability to evaluate and implement emerging technologies and AI to drive innovation and efficiency
  • Collaborative leader who breaks down silos and fosters a unified team culture
  • Transparent, accountable, and committed to continuous learning and improvement
  • Demonstrates strategic foresight and risk awareness in developing long-term solutions
  • Champions Fidelity’s values of integrity, excellence, and customer focus

Responsibilities

  • Lead the approach to operational performance enhancement for CRBO and Asset Management, driving innovation and transformation across business operations
  • Build and maintain strong partnerships with business units to identify and implement high-impact initiatives that deliver shared impact across business units
  • Develop the future of automation and process design, ensuring alignment with enterprise goals and regulatory requirements
  • Lead AI governance and strategy for the CRBO organization and partner across AM and the enterprise to ensure alignment on standards and policies
  • Represent the team in executive forums, providing thought leadership and strategic insights
  • Cultivate a high-performance culture that attracts, develops, and retains top talent

Skills

automation
AI
digital transformation
process optimization
change management
strategic leadership
executive communication
team building
cross-functional collaboration
regulatory compliance
asset management

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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