Implementation Analyst, TA Operations

Fidelity Investments • Jersey City, NJ

3d • $66,000 - $125,000 • Hybrid

About The Position

Implementation Analyst- TA Operations Jersey City, NJ, Boston, MA, Westlake, TX, Smithfield, RI The Role Fidelity Stock Transfer is looking for an Implementation Analyst to be part of a team leading our next-generation transfer agent operations. In your capacity, you will project manage the implementation of both public companies converting from their current transfer agent and companies transitioning from private to public through their initial public offering on to the Fidelity Stock Transfer platform. This role ensures seamless implementation by coordinating operational setup, managing and converting incoming data to our platform, educating clients on processes and helping them adapt to our issuer experiences, reporting tools and culture of service. Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve. Fidelity Labs is a dynamic workplace that combines the best parts of startup life— building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com. This opportunity is brought to you by Fidelity Labs.

Requirements

• You are highly motivated, learn quickly and perform well under pressure and in a fast-paced environment
• You can communicate requirements clearly and succinctly to clients during onboarding calls
• Manage project plans through the life cycle of a new client onboarding
• You can demonstrate strong communication skills and are client focused
• Effective problem solving and decision making
• Risk mitigation through policy and procedural understanding
• You can multitask and prioritize requests and deliver timely and accurate solutions to clients and shareholders
• Building and managing relationships with clients and internal business partners is a priority for you
• You can thrive in a team environment and demonstrate a willingness to assist other team members
• You bring intellectual curiosity and are committed to continuous learning and personal development
• Facilitate and lead new assignments, projects, and activities within the role in the Fidelity community is something you strive for
• College Degree required and/or 7-10 years experience in Financial Service Operations
• Strong knowledge of transfer agent operational processes, project management and SEC regulations; Tax knowledge and experience a plus
• Effective written, verbal and listening skills
• Strong problem solving and decision-making skills
• Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite

Responsibilities

• Serve as the primary liaison for new clients during the onboarding and implementation phase
• Manage the end-to-end onboarding process for issuer accounts transitioning to the transfer agent
• Educate clients on operational workflows, reporting tools, and service procedures
• Coordinate with internal teams (operations, engineering, call center) to ensure proper client set-up and data migration
• Manage onboarding calls to help clients adapt to the Fidelity Stock Transfer’s systems and processes
• Identify potential onboarding risks or operational gaps and proactively implement solutions
• Ensure all regulatory and compliance documentation is completed during onboarding
• Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
• Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
• Develop onboarding materials, guides and best practices to enhance the client transition experience
• Transition clients to the client management teams once onboarding is successfully completed

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level