Fidelity - Project Manager - Operations/Sales

Operations -Project manager - Sales

Fidelity Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $4.2 trillion, including managed assets of $1.8 trillion, as of June 30, 2013. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals.

FMR India

FMR (Fidelity Management & Research) India is the flagship Global Delivery Centre of Fidelity US. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully-functional unit at Chennai. FMR India collaborates with its parent organization in strengthening Fidelity's endeavours to enable clients in achieving lifelong financial independence and peace of mind. FMR India consists of three business verticals - Technology Services (TS), Enterprise Delivery & Solutions (EDS) and Corporate services (CS), providing services to Fidelity Investments' US clients. The range of operations include IT Development & Support, Business Services and Support functions.

BU Overview

In the Workplace Solutions Sales Organization, the Pricing & Acquisition Consultant team supports the WS Small- Mid Market Sales team by completing all off-line sales and operational activities on behalf of the Sales Associates. Participate in all operational aspects of the sales process from prospecting phase through handoff to Implementation: including but not limited to investment support, fund mappings, prospect and deal related information in the CRM tools, proposal delivery, creation of pricing versions and hand off processing to WI Operations - DC Implementation.

In Workplace Marketing Solutions & Experience (WMSE), the Communication & Education group is responsible for creation and distribution of different communication pieces to participants. This includes Fund changes, Marketing and customer support requests, etc., A large part of communication stems from the regulatory obligation that our clients have towards their participants.

Role Description

- Engage directly with business partners to provide support

- Demonstrate knowledge of core systems, processes, and resources used by the Sales and C&E Group

- Identify ongoing opportunities to enhance PAC and Process Optimisation group within C&E.

- Aspects of the sales process from prospecting phase through handoff to Implementation: including but not limited to investment support, fund mappings, prospect and deal related information in the CRM tools, proposal delivery, creation of pricing versions and hand off to Implementation

- Participate in regular weekly team meetings/calls, monthly/quarterly collaboration sessions, ad hoc Design Thinking sessions Perform user acceptance testing on newly automated or enhanced Sales and C&E User Developed Applications.

- Understand how to avoid risk in role by following established procedures and keeping procedures current

- Proactively identify issues, process improvement, and cost saving ideas

- Collaborate with global team members on automation opportunities, process improvement ideas, and solutions to improve the customers- end-to-end service experience

- Work on Salesforce and WorldClass to support prospecting, new business, and corporate actions processes

- Collaborate with other Process Optimization associates to build and enhance C&E support processes

- Manage a team of business analysts and software engineers supporting the groups

Candidate Description

Experience influencing / collaborating in a large matrix-managed environment, and across multiple and diverse groups.

- Strong listening, communications, and analytical skills.

- Critical thinker with good judgment and initiative.

- The diversity of functional business experiences (e.g. client, operational, systems, marketing, investments, customer service).

- Understanding of the Project and Portfolio Management (PPM) Methodology is a plus

- Strong interpersonal skills, including the ability to work across the organization and interact/influence effectively at most levels of management and peers.