Why Fidelity?
Our values and expected behaviours include being bold, brave and curious whilst also being compassionate. We offer a collaborative international working environment with flat hierarchies, which is built on trust and integrity. This is also reflected in the benefits we offer to our employees. These include: dynamic working, ie hybrid working based on a flexible mix of office and home based working, a generous pension scheme, extra leave for family care or charitable engagement, language courses and many other advantages. We focus on sustainability and for those employees who prefer to travel to work by public transport there is a private shuttle service to and from Kronberg station.
Department Description :
The German Personal Investing (PI) & Advisory Operations department is part of Global PI and Advisory Operations (GPIA Operations). Operations in Germany supports profitable business growth by continuously improving operational processes and the overarching operating model. The German department aims to deliver an outstanding customer experience and works together collaboratively with Technology, Client Services and Sales (in a cross-functional approach). As PI & Advisory Operations in Germany is embedded into the global Operations unit of the group, the German team is able to access to additional resources and knowledge to continuously improve operational processes, following a digital first approach.
Purpose of the Role :
Personal Investing & Advisory Operations – Transfers Team:
PI & Advisory Operations in Germany consists of different teams and is organized into key-functions, as Post and Document Management, Client-Management and Data Governance, Dealing, Ordering, Reconciliations and Distributions, customer regulatory reporting and tax, as well as Transfers. Transfers is one of the core capabilities of PI & Advisory Operations supporting profitable business growth and providing an outstanding client experience. In total Germany serves more than 650k clients and is growing organically. The Transfers team receives different instructions from third parties, as well as from our own clients, regarding transfers (internal transfers, transfers in and transfers out). Given our operating principles we are strengthening our efforts for straight through processing and given the transformation roadmap, Transfers is continuously working on automation and the improvement of client journeys and the respective process cycle times.
Key Responsibilities:
- Manage and run the business operations in the Transfers Team and support the Team Lead with regard to change the business initiatives
- Functional lead of Transfers-In and Transfers-Out, in close collaboration with the Team Lead
- Manage capacity on a regular basis and improve Management Information, as well as reporting
Support the Team on run the business operations and analyzing Not-In-Good-Order work items - Documentation of processes, regular updates of work instructions and improvement of controls
About you:
- Leadership experience and experience in transformation
- Experience in Transfer processes
- High levels of motivation and experience managing multiple stakeholders
- Very strong communication skills
- Client-centricity, as well as a high level of quality insurance
- Advanced level of German
- Fluent spoken and written English
Gerne können Sie sich auch auf Deutsch bewerben.
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.56 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $783.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
Feel rewarded:
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Feel free to also apply in German !
Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.
Um dich für diesen Job zu bewerben, besuche bitte fil.wd3.myworkdayjobs.com.