Process Lead

About the Opportunity

**Job Type**: Permanent

Application Deadline: 18 December 2024

Title Process lead - Brokerage Transformation & Change

Department Brokerage Operations Hub

Location Kingswood, Surrey or Gurgaon

Reports To Process Lead Transformation & Change

Level 4

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Brokerage Transformation & Change team and feel like you’re part of something bigger.

About your team

Brokerage Operations, as part of the Brokerage Hub, is responsible for asset servicing and administration of Brokerage holdings on Fidelity’s Retail Investment Platform. Functional responsibilities are split into five areas: 1) Trade Operations for trade & settlement; 2) Corporate Actions for corporate events and dividends; 3) Stock Deposits for the transfer of certificated holdings, 4) Stock Plan Services (SPS) for related activities and processing; and 5) Controls for oversight of regulatory reporting and other controls across the team.

Within the Hub and working alongside these teams, is the _Brokerage Transformation & Change Team_ who sit within the wider Change area in GPI&A Operations. This area is responsible for the delivery of our Change agenda within GPI&A and work closely with colleagues across Operations, Technology, Business Change, Product and Propositions to support initiatives including small and large projects, system upgrades / patches / fixes and performing functional / regression testing.

About your role

This role covers a wide range of responsibilities including working within the project scrums for all relevant Technology, Intelligent Automation and Business Process Improvement projects, the completion of testing, SME input and feedback for your areas of responsibility inside and outside of the scrums, decision making with regards to the change and escalation & reporting to the Process Ownership layer and Senior Management.

This challenging and hands on role would suit an individual looking for a role that is varied, no two days are the same whilst gaining experience across GPI&A Operations, PTSS and Technology. It is expected that the successful individuals would go on to build a career within Operations and Fidelity.

Key Responsibilities & Qualities

To support projects / enhancements / process improvements & regulatory changes. There also will be opportunity for individuals to demonstrate their ability and take a lead role on initiatives. Some current and future initiatives include:
- SPS (Stock Plan Services) journeys

IPO & Placings

Product backlog monitoring and handling

To gather requirements & create scripts, execute testing in various environments, raising and resolving defects (which can include FIL, Bravura and WBS issues).

Work closely with teams including Brokerage Hub, Retail Operations, PTSS, Technology & Stockbroking Product to ensure smooth delivery of changes promoted into production and the oversight of Continuous Improvement and Operational Excellence Forums within the Brokerage Hub

Ensuring appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk

Capable of working in a virtual environment and manage their own workload, able to prioritise and organise accordingly

A strong team player with a can-do attitude reflected through a pro-active approach and demonstrated by problem resolution and task management.

Close attention to detail, including reviewing test scripts and evidence as well as providing sign off for Brokerage related changes. (e.g. ability to recognise erroneous data within analysis and finding gaps in solution designs)

Excellent expectation management with internal and external stakeholders

An enquiring mind with a willingness to learn, challenge status quo and a desire and satisfaction for completing tasks

Strong communication skills, an ability to create and present options in professional, clear and concise fashion to aid stakeholder engagement, and enable effective decision making.

Take ownership of issues and ensure they are resolved being flexible and adaptable, responding rapidly to a changing agenda

Comfortable in presenting to senior stakeholders in large forums (e.g. Brokerage Bi-Weekly Meeting & Monthly Change Forums.)

Perform well under pressure and able to multi-task.

Not afraid of speaking up and questioning project decisions to ensure the right outcome is achieved for both FIL and its customers.

About you

Experience within an Operations or Customer Service background ideally with Change experience.

Brokerage knowledge is preferred (or ability to learn quickly).

Experience of creating test scripts and performing regression/project testing, e.g. Sonata Upgrades or Project related testing.

Understanding of change and testing processes (scrums/JIRA/confluence).

Able to prioritise and orga