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Citizen Developer, Brokerage Operations

Company: Fidelity Investments
Location: Jersey City
Posted on: November 26, 2022

Job Description:

Job Description:The RoleThe Tax Department is building an exciting new role for someone with technology and project management experience to build Robotic Process Automation (RPA) and User-Developed Application (UDA) solutions. The Citizen Developer will be responsible to build solutions that bridge the gap between the current state and enhancement pending prioritization with our Technology business partners or the Business Process Improvement Group.

  • Work with domain experts and process owners across OSG Tax to understand and develop automated solutions 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.
  • Create the automation or work with internal business partners that are building the solutions.
  • Provide support and investigation of any production incidents or outages related to automated solutions.
  • Document business processes and/or workflows required for automation.
  • Ensure policies and procedures are updated with the automation solutions when implemented.
  • Measure efficiency of automation opportunities post implementation and document benefits for regular Executive Leadership Team updates.
  • Build, maintain, and provide oversight for RPA/UDA automated solutions for Tax Operations.
  • Resolve issues that arise in day-to-day management of RPA/UDA program and provide timely responses and solutions as needed.
  • Develop and document processes for various RPA/UDA solutions.
  • Evaluate market solutions to stay ahead of automation trends that deliver the best solutions and experiences for customers and associates.The Expertise & Skills You Bring
    • Knowledge of different automation solutions and ability to use them.
    • Experience in Blue Prism, Power Automate, SQL, and scripting/macro development preferred.
    • Excellent analytical and quantitative problem-solving skills; ability to interpret data to drive business decisions.
    • Proficient project management skills, including an ability to prioritize and meet goals.
    • Ability to mentor, coach, and develop.
    • Ability to assess risk that best serve our customers while protecting the firm.
    • Drive customer service obsessed experiences for both internal and external partners and associates.
    • Experience working closely with business functions, documenting business requirements, creating test cases, and preparing reports, user guides, and other supporting materials.
    • Comfortable challenging the current processes 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.
    • Ability to build credibility and trust with peers and leaders.The TeamThe Citizen Developer will work across Tax to develop RPA/UDAs that improve day to day operations. This role strives to eliminate repetitive work and reduce risk. The Tax department satisfies regulatory responsibilities and delivers an excellent client experience for tracking cost basis, federal and state withholding, retirement and non-retirement tax forms, IRS and state tax filing, and distribution reclassification. Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only: $80,000 - $100,000 per year This position is eligible for incentive compensation or an annual bonus opportunity.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 Glassdoor Employees' Choice Award , 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.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 ."We 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 Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Jersey City , Citizen Developer, Brokerage Operations, IT / Software / Systems , Jersey City, New Jersey

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