Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about improving how work happens and helping teams succeed? Do you enjoy bringing people together to solve challenges and create smoother client experiences? As a Functional Execution Lead, you will play a key role in shaping how operations evolve and deliver meaningful results across the business.
In this role, you will be leading improvements, coordinating change, and helping teams adopt new processes and tools. Your work will directly support better service, stronger partnerships, and more efficient operations.
What You’ll Do
You will focus on driving progress, simplifying work, and helping teams deliver strong outcomes. Key responsibilities include:
- Leading implementation of operational changes, including new products and client transitions, with a focus on adoption and continuity
- Managing initiatives that improve efficiency, strengthen quality, and reduce risk
- Partnering with teams to review reporting, identify patterns, and resolve recurring challenges
- Building relationships across operations, sales, and partner teams to align priorities and improve results
- Sharing knowledge of processes and services to guide decisions and highlight opportunities for improvement
- Supporting new business opportunities by contributing operational insights and responding to client needs
The Expertise and Skills You Bring
You bring experience in operations along with a strong interest in improving how teams work together. You are comfortable leading initiatives, working across groups, and adapting to change.
You communicate clearly and approach conversations with openness and respect. You are able to build trust, listen to different perspectives, and help guide teams toward shared outcomes. You enjoy solving problems, asking thoughtful questions, and using information to support decisions.
You stay organized, manage competing priorities, and take initiative to move work forward. Experience with employee benefit plans is helpful, along with exposure to project or program work.
A bachelor’s degree is preferred, but equivalent experience is valued. Occasional travel may be required.
The Team
Our Health and Welfare Operations team supports services that impact employers and their employees every day. We work clos
ely with sales, product, and service teams to deliver consistent and reliable experiences.
We value collaboration, learning, and continuous improvement. Our team encourages new ideas, supports development, and creates space for different perspectives. We are committed to building an inclusive environment where people feel respected, supported, and able to grow.
Certifications:
Category:
Client Service OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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.