Job Description:

The Role

**Strategic, analytical and influential.**Fidelity Fund and Investment Operations (FFIO) is expanding the Business Engagement & Work Management (BEWM) function within Fund Administration’s Business Engagement & Operational Excellence (BEOE) team. We are seeking a Director to mature, operationalize, and scale this capability across the line of business. You will influence senior leaders, translate business goals into measurable outcomes, and implement a structured framework for intake, prioritization, execution oversight, and insight‑driven reporting to improve decision quality, speed, transparency, and regulatory readiness.

You will build trusted relationships across internal and external partners, define what success looks like for the BEWM model, and operationalize how we capture, scope, prioritize, track, and communicate work through its lifecycle

—connecting insights to action and long‑term outcomes. Key Responsibilities include:-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.

The Expertise and Skills You Bring

• 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.

Potential Deliverables

• BEWM charter, operating model, and governance playbook(process maps, roles, SLAs,RACI, cadences).
• Centralized intake and tracking solution with standard request forms, workflow, and reporting.
• KPI framework and metric catalog;work prioritization rubric; decision log and escalation protocol.
• Executive dashboards and Fund Administration scorecards;MBR/QBR packs with scenarios and recommendations.
• Visibility, Assignment & Scoping, Status Review, and Business Partner Communication routines fully implemented and measured.
• Data dictionary/business glossary,data quality scorecards and exception workflows, specifically for BEWM data.
• Change management and enablement assets (training, comms plan, templates for citizen PMs and owners).
• Benefits realization model and quarterly value reports (throughput, cycle time, compliance timeliness, risk reduction, productivity).

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

BEOE's mission is to enable Fund Administration to operate with c onsistency, transparency, and efficiency by standardizing engagement models, work lifecycle processes, metrics strategy, skills development and governance routines – while empowering teams to deliver business value. It provides standards and governance that makes work clear, decisions faster, outcomes measurable and change adoptable.

Certifications:

Category:

Investment Operations
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.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.