Director, SAI Platform Management

Job Description:

The Role

The Director of Platform Management will work closely with the Strategic Advisers Portfolio Engineering, Product, Operations, Data and Technology teams supporting and leading a range of projects with diverse scope and complexity. In this dynamic role, this individual will help grow and scale our model management platform within Strategic Advisers.

To be successful, candidates must have an ability to articulate business requirements, analyze and review systems architectural design, track all aspects of a multi-month initiative and communicate effectively with many levels across Strategic Advisers and our channel partners in Fidelity Wealth, WI and FI.

Primary Responsibilities

• Build and maintain strong relationships with key business partners and act as an advocate for Strategic Advisers
• Collaborate with technology partners and key stakeholders to define the infrastructure vision, roadmap, and prioritization needs across Strategic Advisers
• Own and drive key initiatives from business requirements, systems analysis, architectural design, development, testing and implementation
• Be a driver for change and innovation in product and systems design sessions; challenge the status quo
• Ensure Strategic Advisers operational readiness, coordinate cross-project activities and provide support related to processes and infrastructure
• Participate as a subject matter expert in product launches and represent Strategic Advisers needs in cross-channel initiatives

The Expertise and Skills You Bring

• 10+ years working experience
• Bachelor s degree required
• Broad-based Fidelity experience; experience with systems development projects, business analysis and systems analysis
• Experience with model portfolio and/or managed accounts infrastructure
• Work across organizational boundaries and effectively collaborate to achieve business results in a complex and fast paced environment
• Robust data querying skills using SQL and experience using data visualization tools such as Tableau and Power BI
• Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations
• Strong project management skills; experience managing complex projects with multiple business partners
• History of successfully leading key initiatives to completion; translating strategies into specific goals, action plans and deliverables
• A leader with strong interpersonal, communication, and negotiation skills
• Analytical mindset with the ability to understand complex systems and business requirements
• Ability to identify key risks and bring them to resolution
• Demonstrate a proactive approach to growing your skills and building your product knowledge
• Identify process improvement opportunities and lead implementation efforts as appropriate
• Strong team orientation; commitment to excellence; attention to detail; self-driven

The Team

Strategic Advisers LLC (SAI) is a leading innovator of managed account solutions for Fidelity Investments and currently the #3 ranked Managed Account platform in the industry.\u00A0\u00A0 SAI has experienced tremendous growth in the last 3 years and is expecting further growth acceleration in the coming 3-5 years.\u00A0 SAI has a long history of delivering innovative solutions to the marketplace, driving better outcomes for clients, while offering increasing personalization.\u00A0 SAI leverages core capabilities of multi-asset class portfolio construction, third-party fundamental manager research, investment guidance, and financial planning. SAI supports all of Fidelity s distribution channels, running discretionary managed accounts for Wealth Solutions and Workplace investing, while delivering model portfolios for Fidelity Institutional s intermediary clients.\u00A0\u00A0

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

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.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to