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Manager, Quality Improvement and Analytics

AT Fidelity Investments
Fidelity Investments

Manager, Quality Improvement and Analytics

Westlake, TX

Job Description:

The Role

The primary purpose of your role is to provide analytical and process improvement support for initiatives aimed at improving quality across Fidelity Charitable. As part of your role, you will consider all aspects of people, process and technology as you analyze and synthesize data from a variety of sources, document processes and issues, offer new and innovative solutions and implement improvements that deliver business value

The Expertise and Skills You Bring

  • A bachelor's degree with 5+ years of relevant experience
  • Programming skills (Python/R) or experience with analytics/automation tools such as Alteryx, Power BI and Power Automate
  • Demonstrated knowledge of one or more operational improvement frameworks, methodologies or toolkits such as Lean, Six Sigma or Business Process Reengineering.
  • Experience in taking risks and learning from failures
  • Outcome orientation, commitment to continuous improvement with a growth mindset
  • Strong relationship building, interpersonal and influencing skills to achieve stay aligned with key business partners
  • Ability to work in a fast-paced environment

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Competencies

  • Leadership: You are a self-starter and are willing to challenge the status quo, try new things, and work independently
  • Information Gathering: You know how to creatively collect information from a wide variety of sources. You can take large amounts of information, narrow it down and identify the critical pieces
  • Analysis & Synthesis: You know how to analyze and synthesize information, you can provide fundamental business insights from the information that is not obvious to others and leads to actionable, improvement recommendations
  • Process Modeling: You have the ability to (or willingness to quickly learn how to) facilitate and document process mapping sessions that identify issues, foster creating innovative solutions and enable implementing future designs that significantly improve process quality
  • Problem Solving: You are comfortable with ambiguity and can simplify complex problems and provide creative, practical solutions
  • Communication: You communicate effectively to foster transparency and collaboration; you can build solid relationships with professionals within an organization and become a trusted business partner
  • Technical Proficiency: You also have a strong ability to learn new tools, applications, and systems quickly

Analytics and Insights

  • Collect and analyze quality and operational control data, synthesize findings; formulate and present recommendations
  • Producing actionable oversight reporting for leaders
  • Use standard methodologies to conduct root cause analysis, formulate cogent problem statements, and quantify opportunities

Process Improvement and Project Support

  • Create process maps that are a means to an end - realizing significant business results
  • Develop and revise processes, procedures, presentations and lessons learned ensuring final deliverables meet standards for order, clarity, conciseness, style and terminology
  • Assist management in implementing process improvements, developing implementation plans, preparing training materials, monitoring the implementation and recommending refinements

Professional Engagement

  • Continuously improving one's own skills and competencies to become a respected partner across the organization: striving to always be better
  • Developing and maintaining relationships to foster alignment, collaboration and the sharing of best practices

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

The Team

Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising

Certifications:

Category:

Quality
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.

Client-provided location(s): Westlake, TX, USA
Job ID: Fidelity-2114233
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.