Job Description:

Director, OKPIs Training & Coaching

The Role

This role will drive the process to improve Objectives & KPIs across the enterprise to help all our leaders improve the articulation of the outcomes they are trying to achieve. This role will include creating training materials, coaching leaders and support organization in the value of Objectives and KPI framework. The use of OKPIs is critical to our development of Portfolio Transparency and the shift to driving better outcomes for the firm and our customers.

The Expertise You Have

• Knowledge of Objectives and KPIs and Why they matter to an organization and leaders within it
• Knowledge of Fidelity’s planning processes (Multi-Year, Operating, QPI)
• Understanding of how Objectives and Work alignment works
• Strong understanding of and experience with Agile practices, processes, and artifacts
• Creating transparency and trust with customers on the OKPI journey
• Knowledge of Financial services brokerage operations, services and technology systems preferred
• Knowledge on delivering training to a large group of leaders
• Experience creating training materials and change management
• Agile experience required
• JIRA and Agile tools related experience preferred
• 7-10 years working in an Agile environment, with ability to work across multiple multi-functional teams.
• Bachelor degree required

The Skills You Bring

• Strong and reliable analytical skills and ability to understand complex customer needs and translate them in stories with measurable acceptance criteria
• Proven excellent consultative, listening, communication and analytical skills
• You are skilled in relationship building and are adept in creating an environment of trust and psychological safety
• You are intellectually curious and model a culture of continuous learning
• Proven interpersonal skills, including the ability to work across the organization and interact/influence/negotiate optimally at all levels of management and peers
• Proven track record of coaching leaders on OKPIs within an Agile organization

The Value You Deliver

• Leading the development of the end to end business process architecture
• Working with the leadership team to drive improvements and resolve impediments across the squads

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.