Head of Quality, IWMS Client Experience

4 weeks ago

Westlake, United States Fidelity TalentSource LLC Full time



Job Description:

Fidelity Institutional (FI) Quality Solutions works with internal business partners and consults with FI clients to foster operational excellence and improve the customer experience.

Our mission is to provide world class quality management services to FI business partners and clients by collaborating with them on continuous improvement and driving a culture of quality to reduce client effort and increase loyalty.\u00A0 Our approach is to proactively pursue perfection to avoid process disruptions like errors or not in good order items. However, when disruptions occur we work with our business partners and clients to find and fix them quickly and then address root cause to prevent reoccurrence.

\u00A0The Expertise You Have

  • A Bachelor's degree, preferably in Finance, Accounting, Business Administration or Engineering
  • 3-5 years of experience managing relationships (internal or external), including demonstrated success working in a fast-paced environment and with all levels of an organization
  • Experience working directly with clients in a proactive manner is a key asset
  • Prior experience within a Quality Organization and process improvement tools and techniques is preferred
  • FINRA Series 7 and 24 required within the first 120 days
  • A solid understanding of the brokerage processes and operations

The Experience and Skills you Bring

  • Strategic professional with a successful track record of working in large, complex organizations with senior leadership to create alignment and drive execution prioritization
  • Able to lead and manage in a highly matrixed environment; able to build & navigate across business units and functions
  • Experienced in consulting, managing large scale programs and understanding how to define, evolve, and track progress in the delivery of required technology solutions (platforms, applications and tools).
  • Strong organizational navigator
  • Actively listens to the needs and concerns of business leaders and functional partners and can develop strategic recommendations/solutions.
  • Strong executive communication skills (verbal/written) and can craft compelling, executive level presentations that communicate strategic insights and program deliverables in a clear, structured manner
  • Ability to effectively translate program needs into technical and non-technical requirements
  • Energized, passionate and committed teammate who finds common ground and can gain alignment among management, colleagues, and peers
  • Works well in a fast paced, ever changing, and evolving environment
  • Analytical business thinker who can ask questions, and use analytics to frame problems, opportunities and solutions

The Team

The Head of Quality consults with peers on the practices of Quality throughout the organization to develop a culture of continuous improvement and change management in every aspect of the organization's products and services. This role drives the overall quality culture of the organization and advocates for process improvement by translating information into action.\u00A0





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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.

  • Vice President, Business Consulting

    2 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleThe team is responsible for delivering business consulting and practice management insights to IWMS clients and prospective clients.We help our wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability. As a Vice President, you will play a role in...

  • Vice President, Business Consulting

    2 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The Role The team is responsible for delivering business consulting and practice management insights to IWMS clients and prospective clients.We help our wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability. As a Vice President, you will play a role in...

  • Head of Legal Operations

    2 days ago

    Westlake, Ohio, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to challenge conventional norms and transform the finance industry collaboratively.We prioritize our clients, extending the same commitment to our employees. At Schwab, we value and support...

  • Head Chef

    5 days ago

    Westlake, United States Columbia Woodlands LLC Full time

    Job DescriptionJob DescriptionJob SummaryColumbia Woodlands is seeking an experienced Head Chef to join our growing team! Ability to work weekends and nights is mandatory. A self-disciplined and creatively motivated individual will thrive on our team. If you are a leader with a positive attitude, calm and collected under pressure, and strong communicative...

  • Head Chef

    4 days ago

    Westlake, United States Columbia Woodlands LLC Full time

    Job DescriptionJob DescriptionJob SummaryColumbia Woodlands is seeking an experienced Head Chef to join our growing team! Ability to work weekends and nights is mandatory. A self-disciplined and creatively motivated individual will thrive on our team. If you are a leader with a positive attitude, calm and collected under pressure, and strong communicative...

  • VP, Head of Marketing

    4 weeks ago

    Westlake, United States Equity Trust Full time

    *This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.JOB SUMMARY:The Vice President, Head of Marketing defines, develops and executes the marketing plan designed to optimize Equity Trust’s (herein referred to as “Company”) brand, while promoting value proposition and generating...

  • VP, Head of Marketing

    1 month ago

    Westlake, United States Equity Trust Company Full time

    *This position is based out of our Westlake, OH location and is eligible for a hybrid schedule after probationary period. JOB SUMMARY:The Vice President, Head of Marketing defines, develops and executes the marketing plan designed to optimize Equity Trust’s (herein referred to as “Company”) brand, while promoting value proposition and generating...

  • VP, Head of Marketing

    4 weeks ago

    Westlake, United States Equity Trust Company Full time

    *This position is based out of our Westlake, OH location and is eligible for a hybrid schedule after probationary period. JOB SUMMARY:The Vice President, Head of Marketing defines, develops and executes the marketing plan designed to optimize Equity Trust’s (herein referred to as “Company”) brand, while promoting value proposition and generating...

  • CMO, Head of Marketing

    2 weeks ago

    Westlake, United States Equity Trust Company Full time

    *This position is based out of our Westlake, OH location and is eligible for a hybrid schedule after probationary period.JOB SUMMARY:The CMO, Head of Marketing defines, develops and executes the marketing plan designed to optimize Equity Trust’s (herein referred to as “Company”) brand, while promoting value proposition and generating qualified leads in...

  • CMO, Head of Marketing

    2 weeks ago

    Westlake, United States Equity Trust Company Full time

    *This position is based out of our Westlake, OH location and is eligible for a hybrid schedule after probationary period.JOB SUMMARY:The CMO, Head of Marketing defines, develops and executes the marketing plan designed to optimize Equity Trust’s (herein referred to as “Company”) brand, while promoting value proposition and generating qualified leads in...

  • Financial Office Coordinator

    1 month ago

    Westlake, United States Client Opportunities Full time

    Job DescriptionJob DescriptionDescription:Corrigan Krause is currently assisting in the search for a full-time, Financial Office Coordinator for one of our clients, located in an east-side suburb of Cleveland. This position offers an excellent opportunity to join a reputable general contracting industry leader with over 15 years of experience. As the...

  • Financial Operations Coordinator

    7 days ago

    Westlake, Ohio, United States Client Opportunities Full time

    Position OverviewClient Opportunities is seeking a dedicated and detail-oriented Financial Operations Coordinator to join our team. This role is essential in managing financial processes and office functions, ensuring adherence to regulations while delivering outstanding service to our stakeholders.As a part of our organization, you will benefit from a...

  • Temp AP Specialist

    16 hours ago

    Westlake, United States Client Opportunities Full time

    Job DescriptionJob DescriptionDescription:Corrigan Krause is currently assisting one of their client’s, in the search for a temporary AP (Accounts Payable) Specialist. Our Client has been in business for 30 years, specializing in heavy highway trucking, gas, water and sewer installation and repairing, asphalt and concrete restoration and more. As the AP...

  • Full Stack Engineer

    2 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Software and Data Engineer In this role, you will be responsible for Analysis, Design, Development and Production Support for our Oracle Database and REST Web Services Development Team, supporting Fidelity Institutional Wealth Management Services (IWMS) Technology, and the Operations Experience and Platform Access Product Area. You represent our team on...

  • Sr. Client Service Administrator

    2 months ago

    Westlake, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Charles Schwab, our purpose is to champion every client’s goals with passion and integrity. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies. The Senior Client Service Administrator role is responsible for creating and implementing a world class client...

  • Quality Assurance Software Engineer

    7 days ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Quality Assurance Software EngineerFidelity TalentSource offers a unique opportunity to explore your next temporary role within Fidelity Investments. We are currently seeking a Quality Assurance Software Engineer to become a vital part of our Workplace Investing team.Position OverviewIn this role at Fidelity Investments, you will find an exciting opportunity...

  • Software Quality Assurance Specialist

    7 days ago

    Westlake, Ohio, United States Qualitative Financials Full time

    Position Title: Software Quality Assurance Specialist Visa Requirements: Any Contract Type: W2 (No C2C) Location: Onsite role in Westlake, TX, requiring presence two weeks per month Experience Level: 9+ years Essential Skills:Required Proficiencies: Java, JavaScript, Jenkins, uDeploy Experience with automation tools for web and API testing, including:...

  • Principal Quality Consultant

    1 week ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleAs a Quality Engineering consultant you will be an integral part of a product area working across teams and business units. You will ensure that projects meet quality standards by providing technical guidance in planning, designing, executing testing and developing procedures relating to product quality on complex projects.\u00A0 You...

  • Software Quality Assurance Specialist

    7 days ago

    Westlake, Ohio, United States Qualitative Financials Full time

    Position: QA Engineer (6 openings) Visa Requirements: Any Contract Type: W2 (No C2C) Location: Onsite in Westlake, TX (2 weeks per month) Experience Required: 9+ years Essential Skills:Proficient in Java, JavaScript, Jenkins, and uDeployExperience with web-based and API automation tools such as Cypress, Selenium, Playwright, REST Assured, and KaratePreferred...

  • Lead Software Quality Engineer

    7 days ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Overview:The OpportunityWe are seeking a Senior Software Development Engineer in Test who is passionate about ensuring the quality of intricate systems and developing robust test automation tools. In this role, you will significantly contribute to the architecture and development of a scalable automation framework while validating essential output files...