Director, Testing & Reporting Services

Fidelity InvestmentsWestlake, TX

About The Position

The Director, Testing and Reporting Services (TRS) position is responsible for leading a TRS production team that is dedicated to outstanding client service and operational excellence in support of annual compliance activities for Workplace Investing (WI) defined contribution plans. TRS supports all markets across Fidelity's DC business and partners closely with Client Relationship Management and Client Service Managers and Administrators to help plan administrators comply with plan-year ERISA and DOL rules and regulations.

Requirements

  • Bachelor’s Degree is required
  • 8 plus years’ experience managing operations teams
  • Strong understanding of defined contribution plan ERISA, DOL and IRS regulations
  • Demonstrated leadership and professional growth
  • Passion for mentorship, innovation and problem-solving
  • Ability to form and clearly communicate vision and purpose, and influence the adoption of change
  • Excellent interpersonal, presentation, verbal and written communication skills

Responsibilities

  • Successfully lead a high-volume, deadline-driven operations team in a regulatory environment
  • Manage to critical Key Process Indicators (KPIs) that reflect outstanding performance at the team, function and department level
  • Foster a culture of associate engagement, growth and development

Benefits

  • Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
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