Quality Team Lead

Job Description:

Team Lead – Quality Management

The Team Lead of the Quality Management Team is responsible for assisting with the design, analysis, and implementation of controls and monitoring activities to help mitigate risk. Responsibilities also include assessing processes and high risk, high dollar transactions to ensure accuracy in the end-to-end process. The Team Lead also leads peer guided, role specific training efforts for new hires onboarding the Quality Management Team.

The Expertise We’re Looking For

• Bachelor’s degree in a related field
• 2 years of work experience, including data analysis and/or quality management experience
• Strong influencing and intrapersonal skills
• Understanding of analytical tools for process improvement; Six Sigma and Lean
• Demonstrated focus on the customer
• Superior organizational, planning and time management skills
• Proficiency in Microsoft office tools

The Purpose of Your Role

In this role, you will be part of the Quality Management team and support the execution of Fidelity Charitable’s operations strategy.  This position works closely with the Quality Manager to assist with mitigating risk, creating efficiencies and providing quality analysis to our operations teams. The primary role is to monitor transactional audits, analyze available data, create reporting tools, and implement process improvements to mitigate future risk.

The Skills You Bring

• Your flexibility and adaptability will enable you to react constructively and with a positive attitude to multiple and shifting priorities, unexpected events and seasonal demands.
• Your analytical-thinking and problem-solving ability will allow you to navigate large data sets to identify trends and root causes.
• Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions.
• Your attention to detail and inquisitive nature will be key in helping you problem solve.
• Your demonstrated ability to work in a fast-paced environment, with increased seasonal demands that require flexibility and the ability to multitask.

The Value You Deliver

• Develop and present reports on quality assessment findings and recommendations.
• Lead projects, perform analysis and provide reporting, in an effort to facilitate internal process and quality improvement solutions
• Lead and participate in Process Improvement efforts across FC
• Assist in oversight of High Value Transactions
• Help develop and utilize internal reporting, monitoring tools and SLA agreements to assist team in meeting daily goals.
• Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities.
• Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to execute its work.
• Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points.
• Regularly consult with Service Delivery managers to review details of findings.  Share new insights or realized trends with analysts and peers. 

How Your Work Impacts the Organization

The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.  Fidelity Investments provides all the charitable organization’s employees and supports all of its functions:  Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

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.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.