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Citizen Project Manager, Brokerage Operations

Company: Fidelity Investments
Location: Jersey City
Posted on: September 18, 2023

Job Description:

Job Description:The Role:The Tax Department is building an exciting new role for someone with technology and project management experience to build various solutions for the department. The Tax Project Manager will be responsible for functions that would typically benefit from technology solutions but are not large enough to be assigned to our Technology business partners or the Business Process Improvement Group.

  • Work with subject matter experts and process owners across OSG Tax to understand and assist with the development of their automated solution design, ensuring they deliver a solution that meets RPA/UDA technical requirements.
  • Assist Tax with opportunity assessments to identify and prioritize business processes that are potential candidates for automation.
  • Act as a central point of knowledge and control owner for automation capabilities and support the development and testing of proof-of-concept initiatives.
  • Provide support and investigation of any production incidents or outages related to automated solutions.
  • Fully and clearly document business processes to the granular level of details that is required for automation
  • Measure efficiency of automation opportunities post implementation and document benefits for regular Executive Leadership Team updates.
  • Create the automation or work with internal business partners that are building the solutions.
  • Ensure P&Ps are updated with the automation solutions when implemented.
  • Supervise and build RPA/UDA automated solutions for OSG Tax
  • Resolve issues that arise in day-to-day management of RPA/UDA program and provide timely responses and solutions as the need arises
  • Develop and document processes for various RPA/UDA solutions
  • Evaluate RPA/UDA solutions on the market and keep up to date with current automation trends to deliver the best solutions and experience to Fidelity associates
  • Provide strong oversight as an RPA Controller to ensure all robotics technologies are function timely and accurately.
    The Expertise & Skills You Bring
    • Knowledge of different automation solutions and ability to use them.
    • Experience in .NET, C#, SQL, Visual Basic and macro development preferred
    • Excellent analytical and quantitative problem-solving skills; ability to interpret data to drive business decisions.
    • Solid understanding of Microsoft Office applications.
    • Ability to prioritize, meet deadlines, identify operational risks and \u201Cred flags\u201D
    • Proficient project management skills
    • Strong analytical skills, a high level of reading comprehension and problem solving skills
    • Ability to nurture a highly interactive and engaged work environment
    • Ability to mentor, coach and develop
    • Ability to assess the risk in exceptions to best serve our customers while protecting the firm.
    • Drive customer service obsessed experiences for both internal and external partners
    • Experience working closely with business functions, developing and analyzing requirements, creating test cases, and preparing reports, user guides, and other supporting materials.
    • Comfortable challenging the status quo and proposing new concepts.
    • Excellent written and oral communication skills with strong presentation presence
    • Demonstrate a high proficiency for accuracy/attention to detail.
    • Ability to work independently and lead multiple projects, as well as collaborate within a team
    • Experience across multiple operational or service units giving breadth and depth of operational challenges and solutions.
    • A proven understanding of operational processes and problems.
    • Demonstrated zeal for improving associate and client experience.
    • Ability to build credibility and trust with peers and leaders and enjoy working in a mature organization with multiple decision-makers.
      The Team:The Citizen Programmer will work with all of Tax finding and developing RPA (Robotic Process Automation)/UDAs (User Developed Applications) to help improve day to day operations in the Tax Department. This role will help us eliminate the repetitive work, which doesn t require extra analysis, and reduce risk.
      Certifications:Company OverviewFidelity 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 UsAt 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 , we have been recognized by our employees as a Best Place to Work in 2022. 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, 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 \u0022.\u0022We invite you to Find Your Fidelity at .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 Leave of Absence/Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Jersey City , Citizen Project Manager, Brokerage Operations, Executive , Jersey City, New Jersey

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