Job Description:

The Role

The Manager, SAI Platform Management will be responsible for providing platform and implementation support to grow and scale Strategic Advisers’ (SAI) model management business, including Personalized Planning and Advice models, FidFolios and Fidelity Go. The position will coordinate with technology partners and key stakeholders to help refine the vision, roadmap and prioritization needs across the business. Responsibilities will include ensuring operational readiness and providing support related to processes and infrastructure. The position will represent SAI on projects of various size and complexity, including system enhancements and cross-company product initiatives.

The Expertise and Skills You Bring

• 5+ years working experience

• Bachelor’s degree required

• Broad-based investment industry experience; experience with project management, business analysis and systems analysis

• Highly motivated, proactive professional with excellent data and communication skills who is eager to learn about managed accounts

• Understanding of data querying skills using SQL, Snowflake, Tableau, Excel

• Analytical mindset with the ability to understand complex requirements

• Strong project management skills, business judgment and willingness to escalate issues, as necessary

• A leader with relationship management, communication and interpersonal skills with the ability to collaborate effectively

• Team orientation; dedication to excellence; attention to detail; self-driven

The Values You Deliver

• Build and maintain strong, positive relationships with key internal and cross company business partners

• Assist with key infrastructure projects in the model management space across technology and other business partners

• Identify process improvement opportunities and lead implementation efforts as appropriate

• Help discover and resolve platform, operational and data issues

• Communicate with business partners to ensure the appropriate solutions are implemented

• Demonstrate a proactive approach to growing your skills and building your product knowledge

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

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.

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 Best Place to Work in 2023. 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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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, or by calling 800-835-5099, prompt 2, option 3.