Director, Amendment Consulting

Fidelity Investments • Westlake, TX

3d • Onsite

About The Position

This position is responsible for leading a team of associates optimizing the customer experience at Fidelity, as it relates to IRS Pre-Approved Document Amendments. The Amendment Consultant provides document and ERISA compliance support to clients and investment professionals, who sell, market and service the 401(k)/403(b) retirement business. The Amendment Consulting team supports all WI markets, including TEM, and partners closely with the Legal, Implementation Project Management, Client Relationship Management, and Sales groups to ensure successful completion of Amendments.
Use your skills, experience and talents to be a leader in groundbreaking thinking and visionary goals. You will take the lead as you:
Draft key objectives, strategies and apply the data to make business decisions
Accountable for the Amendment Consulting process, delivering in the service model and communicating the service needs with business partners
Lead, manage and collaborate with cross-functional teams, business partners and stakeholder management for The Amendment Consulting process
Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with the Amendment Consulting strategy.

Requirements

• Bachelor's Degree is required
• Experience managing operations teams, preferably in multiple site
• You are comfortable working in an Agile environment
• You have led successful process improvement projects – using the Agile methodology
• Your ability to manage associates in a matrix structure
• Skills (effective communication, able to work with teams, presentation skills) required for the role.
• Respond to technical and process related questions from clients and business partners
• Participation in assigned projects as required

Nice To Haves

• Experience working in an Agile environment, preferred
• ASPPA designation, preferred

Responsibilities

• Lead, manage and collaborate with cross-functional teams, business partners and stakeholder management for The Amendment Consulting process
• Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with the Amendment Consulting strategy.
• Draft key objectives, strategies and apply the data to make business decisions
• Accountable for the Amendment Consulting process, delivering in the service model and communicating the service needs with business partners
• Leading client support teams
• Managing to appropriate Key Process Indicators (KPI)
• Coordinating associates across multiple teams
• Resolving escalations to successful outcomes
• Work with Business Partners to minimize risk

What This Job Offers

• Job Type: Full-time
• Career Level: Director