Business Analysis & Project Management
Director, Debit Card Implementation Workstream Lead
- Boston, MA
- Merrimack, NH
- Smithfield, RI
- Westlake, TX
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
The Role
In Wealth Cash Solutions Personal Cards, we are embarking on a multi-year journey to improve our debit card program – including enhancing our ability to service customers over our live channels, improving the digital experiences (web and mobile), and optimizing our vendor partnership structure. Given the broad and complex nature of the initiative, it requires a central implementation office. The Implementation Team will be responsible for overall delivery and success of the program, oversight across the various workstreams, status updates to senior leadership, and leading/resolving risks and roadblocks. The Implementation team will work in tight partnership with the existing debit card operations team as well as functional partners across Fidelity’s Wealth, Brokerage, and WI Healthcare businesses.
As workstream lead, you will manage one or more individual workstreams, serving as the accountable person for success of the respective workstream(s). There are five workstreams include Servicing (incl. servicing technology), program management, fraud, digital delivery, and operations. Primary responsibilities include:
- Ensure successful delivery of your workstream(s), partnering across the Implementation Team as well as with functional teams who will be completing the day-to-day work
- Plan and deploy appropriate project management tools and practices, such as recurring meeting cadence, status updates, meeting minutes, deadline tracking, timelines
- Assist the Implementation Leader with the development of launch plans, monitoring implementation timelines, and performing stakeholder management for individual workstreams
- Support the recruitment and hiring of functional teams by partnering with Implementation Leader as well as functional stakeholders
- Liaise with functional working teams in regular touchpoints to ensure overall project timeline is met
- Assist functional teams in defining requirements for development and deployment of workstream deliverables
- Derive delivery risk mitigation tactics and broader program decisions using feedback from functional leads
- Facilitate effective communication between functional leads, stakeholders, and external partners by managing emails, phone calls, and other correspondences
The Expertise and Skills You Bring
- 7+ years of complex project management experience
- Excellent attention to detail, organizational skills and project management skills
- Experience combining data from multiple sources to perform analysis and simplify and synthesize the output
- Presenting data & analysis (likely in PowerPoint) to tell a story or influence an audience
- Experience combining data from multiple sources to perform analysis and simplify and synthesize the output
- Proven ability to manage effectively in a fast paced, high pressure and high visibility environment
- Experience working with agile teams and managing the work in the ecosystem is a plus (Jira, Jira Align, Transparency, TBM, Roadmap, etc.)
- Working as a collaborative team member and business partner while also taking proactive ownership of bodies of work is critical, autonomously leading on behalf of others while ensuring alignment to a central
- Servicing (incl. servicing technology): Experience with call center transformations at large financial institutions, including new operating model design, creating training materials, training and deploying agents, and developing and deploying new digital tools for agent use
- Program Management: (1) Experience in program management for a debit card program or other similar financial product, including managing backlog of feature prioritization, developing overall strategy for the program, and establishing objectives/KPIs and (2) Experience in establishing relationships with new vendors (ideally within financial services industry), including assessing vendors, contracting, onboarding, SLA definition, and general relationship management
- Fraud: Experience with fraud prevention and detection, including strategy development and implementation into scoring, ongoing surveillance, alerts/communication strategy, fraud/dispute intake processes
- Digital delivery: Experience in managing development and deployment of customer digital experiences on web and mobile, ideally for a financial services bank or brokerage
- Operations: Experience in day-to-day operations of a debit card program or other similar financial product, including card manufacturing, distribution, quality control, regulatory requirements
The Team
Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play for our customers in this critical area of their finances, by offering innovative capabilities to serve the spending and saving needs of new and existing customers.
Certifications:
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 Glassdoor Employees’ Choice Award, 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—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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 fidelitycareers.com.
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 accommodations@fmr.com.
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
