Fidelity Investments Director, Solutions Consultant in Salt Lake City, Utah

The Solutions Consultant will be responsible for the presentation and approval of process automation (BPM/Workflow Solutions, Robotics, Process Analytics, Digitization of Service) proposals to business units and functions across Fidelity. This role will focus on partnering with customers across Fidelity’s business units to propose solutions to optimize and automate their business processes using a comprehensive technology suite. They will play a lead role in engagements that map out current state business processes, analyze those current states for efficiency and automation opportunities, set the desired state objectives, and propose solutions. In addition, they will develop the metrics to measure project success and the tools to quantify those metrics in such terms as process KPI's, operational dashboards and activity-based cost savings.

The Expertise We are Looking For

  • BS in engineering and/or business. Certification or equivalent in relevant BPMS systems and technologies.

  • 5 years experience selling or representing automated BPMS or workflow solutions that have measurable impact on a business operation, working from consultative analysis stages through the process design and implementation stages

  • Deep understanding of BPM industry best practices and implementation patterns

  • Strong background in proposing BPMS solutions within financial services, with an understanding of the frameworks and templates specific to financial services

  • Strong working knowledge of at least one BPM change methodology

The Purpose of Your Role

  • The purpose of your role is to effectively communicate and deliver process automation tools/technologies solution proposals within process re-engineering engagements. Through these deliveries, you will contribute to Fidelity’s transformation to a digital-first organization, improving the scale and efficiency of Fidelity’s operations along with improving both the Associate and Customer experience.

The Competencies You Bring

  • Leadership: You’re a self-starter and have the ability to challenge the status quo, take calculated risk, envision the future, enable and empower others to act, model Fidelity Leadership Principles and encourage and motivate others

  • Problem Solving You are comfortable with ambiguity and can fathom complex problems; can identify, analyze, synthesize and resolve critical business issues; can offer creative insights that result in value-add, practical solutions

  • Change Management: You’ve demonstrated the ability to influence senior management using a variety of tactics; can develop and maintain relationships; are comfortable facing adversity and addressing conflict; can empower employees to turn ideas into business results

  • Program Management: You have demonstrated the ability to develop scope and oversee complex engagements that deliver meaningful, realized business value. Through a variety of experiences, you’ve successfully demonstrated a broad range of program management tools, methodologies and frameworks.

  • Communication You’ve successfully demonstrated the use of a variety of communication strategies, tools, frameworks and media that foster transparency, collaboration and, most importantly, trust

Your Performance Criteria

  • You will be measured on your ability to quickly/efficiently deliver process automation solution proposals within process re-engineering engagements into Fidelity customer-facing and back-office operations. You will be measured by your impact on improving Fidelity’s ability to scale, operate efficiently, decrease servicing costs and improve the associate and customer experience.

How Your Work Impacts the Organization

Advanced Process Solutions is an organization focused on process automation tools and technologies for Fidelity’s critical business processes and driving significant improvements in those processes – both local to individual businesses and cross-enterprise. This role is a key driver in matching the ideal process improvement tools and techniques to individual process optimization opportunities.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

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/ Fidelity Investments is an equal opportunity employer. /

Job: *Technical Management

Title: Director, Solutions Consultant

Location: UT-Salt Lake City

Requisition ID: 1804709