Director, SAI Platform Management
Job Description:
Director, SAI Platform Management
The Role
The Director of Platform Management will work closely with the SAI Investment Management, Trading, Operations, Data, Product and Technology teams supporting and directing a range of projects with diverse scope and complexity. In this dynamic role, this individual will ensure the requirements of SAI are articulated and delivered and will manage the delivery and roll-out of new products, infrastructure changes and new services/capabilities.
To be successful, candidates must have an ability to identify and articulate issues; analyze and resolve problems; track all aspects of a multi-month Platform (requirements/testing/transition), and communicate effectively with many levels of Investment Services, Investment Management, Product, and Technology
Primary Responsibilities
Build and maintain strong relationships at multiple levels with key internal and cross company business partners, serving as an advocate for SAI throughout the organization
Lead comprehensive, end-to-end scale program to identify, forecast, and mitigate operational and infrastructure challenges within SAI and its partner ecosystem. Accountable for tracking and guiding multi-year strategic initiatives focused on scale across SAI and our business partners.
Coordinate with technology and business partners (SAT, FCM, Bloomberg, etc.) and the Head of SAI Trading to develop and refine the SAI trading infrastructure vision, roadmap, and priorities.
Serve as primary Platform management lead for initiatives in the Trading space.
Drive critical initiatives from analysis/design phase through requirements gathering, development, testing and implementation
Oversee the successful delivery of projects, ensuring alignment with SAI’s requirements, quality standards, and timely decision-making
Monitor progress across projects, managing deadlines, budgets, risks, and resources effectively
Ensure clear and consistent reporting to stakeholders through appropriate management communications
Resolve escalated issues and ensure smooth execution at all phases of an initiative
The Expertise and Skills You Bring
7+ years working experience
Bachelor’s degree required
Broad-based investment industry experience and proven analytical skills; systems development projects, business analysis and systems analysis
Experience with equity trading infrastructure including Execution Management Platforms, FIX protocol, settlement, and allocation environments.
Experience in Asset Management or with managed accounts preferred
Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations and manipulate data using Excel
Proven relationship management and strong communications skills
Ability to coach and mentor associates of varied experience and diverse backgrounds
Strong team orientation; commitment to excellence; attention to detail
History of successfully leading transformation initiatives, translating strategies into specific goals, action plans and deliverables.
Strategic Advisers
Through Fidelity’s mission to deliver the best client experience in the financial services industry – Strategic Advisers (SAI) aims to bring simplicity to clients’ complex needs through personalized, scalable solutions. SAI is the end-to-end investment management team for Fidelity’s managed accounts business, providing scalable, personalized investment solutions for Fidelity’s clients across the Personal Investing, Workplace Investing, and Fidelity Institutional channels. SAI is a rapidly growing organization, currently managing over $1T in assets across 3.6M client accounts.
The base salary range for this position is $100,000-$169,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
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.