Director, Background Investigations Strategic Initiatives and Operational Efficiency
Required skills
- data strategy
- product management
- cross-functional business experience
- relationship management
- partnership building
- management and coaching expertise
- investigative analysis
- proprietary methodologies
- ERISA
- FINRA
Nice to have
- executive briefing
- pilot emerging technology
Role summary
Fidelity is seeking a Director, Background Investigations Strategic Initiatives and Operational Efficiency to lead their Background Investigations team. This role involves defining the data strategy, fostering cross-functional partnerships, creating implementation roadmaps, and establishing reporting for senior leadership. The position requires 12-15 years of experience in data, product management, and cross-functional business operations, with expertise in relationship management and coaching. The role operates within a regulated financial services environment and may prefer experience in investigative analysis or executive briefing. Fidelity is transitioning to a full-time onsite working model.
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Fidelity’s Background Investigations team provides comprehensive global vetting of new hires as well as conducting extensive post-hire reviews and piloting emerging technology for investigations. We work enterprise-wide and partner with diverse teams such as Talent Acquisition, Employee Relations, Legal, Risk, IT, and Procurement to help business units navigate complex hiring situations.
As we continue our technology modernization journey, we are defining our data strategy and evaluating our current state processes. In this role, you’ll build partnerships to identify opportunities to improve our day-today cross functional operations, define our operational health metrics and ideate on the technology solutions that will position our team for long term success.
This leader will be accountable for:
· Defining our optimal data strategy and the optimal solutions for BI
· Fostering the cross-functional partnerships to deliver on that data strategy
· Creating the roadmap for implementing and governing our data solution
· Establishing reporting for BI, Global Security and other senior leaders
· Monitoring ongoing trends in the case portfolio and identify areas in need of improvement
· Evaluating the effectiveness of our vendor partners and the ROI in our investments
The Expertise and Skills You Bring
· 12-15 years of data, product management and cross-functional business experience
· A strong track record of projects delivered on time and on budget
· Exceptional relationship management and partnership building experience
· Comfort working within an ambiguous, matrixed and regulated environment
· Management and coaching expertise, from entry level to people managers
· Exceptional verbal and written communication, presentation, and analytical skills; executive briefing experience preferred (L1, L2, L3)
· Demonstrated expertise in investigative analysis and techniques or a desire to build investigative skillsets and learn our proprietary methodologies
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
SecurityPlease 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.
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