To work in the Product Change team within the Global Transfer Agency (GTA) function to manage the GTA work stream (across UK, India, Lux and Asia) of projects emanating from the Product Delivery teams in the UK, Europe and Asia. This will involve analysing and co-ordinating the impact of Fidelity Fund launches and Corporate Actions, planning and managing multiple activities across the GTA and Global Personal Investing and Advisory teams and successfully delivering change into the business as usual environment.
Purpose of your role:
Estimating and Planning
Engaging with the SMEs for identifying impact of new Fidelity Products or changes to existing Products via corporate actions
Involvement in representing GTA at the Estimating and Planning Working Group
Support adherence to the agreed Estimating and Planning process
Collation of impact assessment and feed back into the Product teams with regards to feasibility, timelines and resourcing
Communication of the decisions from the Estimating and Planning Working Groups
Investigation of ad-hoc queries from the Asset Management Operations team, Product Delivery or the GPIA and Client Services teams
Establish a project team and tailor checklist templates and project plans to requirements and scope of the project. Secure SME resources from impacted teams, assign roles and responsibilities
Work with the Product Delivery Manager and other work stream managers (for example within Technology and AMO) to agree roles and responsibilities, interfaces, dependencies etc.
Supporting a high profile and strategic programme of work. This will include working with GFAS (Transfer Agency system) and Appian Technology teams and supporting the review of solution design documents, user acceptance testing and health check of changes as well as supporting the implementation batches of the programme
Execution of project plans, checklists and timelines, agreement of key milestones and dependencies
Review proposed client mailings, marketing materials and Q&As
Co-ordinate and manage any testing, such as proof of concept testing for a new product / implementation
Work closely with Technology for any Technology deliveries for projects. Support review of solution design documents, testing and implementation into production
Provide technical expertise and guidance based on knowledge from previous roles / projects
Manage Sponsor and Stakeholder relationships
Maintaining good working relationships with Product Delivery teams across UK, Europe and Asia and other work stream leads from departments involved in the process such as IM, AMO, Compliance, Risk, Legal etc.
Interface with other impacted parties, internal and external as required for the duration of the project
Manage risks, assumptions, actions, issues, dependencies and decisions as part of the overall project RAAIDD log and escalate if required
Contribute to senior review presentations and meetings, if required
Produce progress reports and other management information as appropriate
Complete customer impact assessments as part of the Operational Readiness documents
Complete project closure including conducting post project reviews / lessons learnt ensuring that any lessons learnt are recorded in the departmental checklists / documentation for future reference
Supporting fortnightly Appian share class launch windows and raising enhancements where needed
Contribute to the team's strategic goals for the year
Your skills and experience
Financial Services industry experience
Experience of Investment Product initiatives (such as Fund Launches and Corporate Actions) from initiation through to implementation preferable
Strong Project and people management skills
Experience of managing and supporting test cycles
Experience of engaging / communicating with senior stakeholders
Understanding of the Agile methodology
Experience of working with Product Delivery, Retail Operations, Client Services, Technology
Experience / knowledge of systems such GFAS, Sonata, Appian preferable
Excellent interpersonal skills enabling effective communication and conflict management
Experience of chairing and presenting meetings
Sense of urgency and awareness of when to escalate issues
Self-motivated, a proactive approach with an analytical, enquiring mind and willingness to learn
Ability to work on own initiative to achieve objectives and goals, requesting support when and where required
Strong sense of ownership with ability to work on challenging issues and overcome constraints and obstacles
Dedication to accuracy, timeliness and high productivity while working under pressure to meet deadlines
Strong customer service orientation
Awareness of the Risk frameworks
Ability to analyse issues and produce innovative solutions
Good organisation and coordination skills
Good Microsoft office skills
About Fidelity International Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $611.4 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $471 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond. Data as at 30 September 2020. Read more at https://www.fidelityinternational.com/
Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.