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Fidelity Bank · 2 days ago

Alternative Accounting Product Leader

Westlake, TX

Full-time

Hybrid

Senior Level

Fidelity Bank is seeking an Alternatives Accounting Product Leader to drive results and efficiency within the Fidelity Fund Investment Operations (FFIO) organization. This role involves collaborating with various leaders to influence strategic decisions, prioritize work, and ensure the delivery of high-quality alternatives products and services.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Provide critical alternatives/private market subject matter expertise and context to accelerate the product roadmap and target state operating model

Collaborate with the Alternatives Product Area Leader, other product area leads, technology teams, chapter leaders, and key collaborators. Together, define the highest priority work

Define, refine, and communicate the team's mission to team members and business partners to empower and rally support

Anticipate, discover, and prioritize client / partner needs to serve as the voice of the clients and guide execution of the team

Measure performance through established critical metrics and deliver agreed upon business, technology, and people results

Inspect and evaluate progress, and remove impediments for your team

Define, present, and evaluate results against agreed acceptance criteria

Make informed trade-off decisions to strike the right balance between quality, cost, and timelines

Maintain and develop your own expertise and knowledge in private market to ensure you bring the latest thinking to your role

Promote the agile while demonstrating the Fidelity leadership principles, you will promote and sustain an innovative culture

Qualification

Alternatives product expertisePrivate market operationsAgile methodologyJira experienceCommunication skills

Required

Advanced knowledge of broad and deep operations of private market products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments

Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences

Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria

Bachelor's Degree or equivalent experience

Agile and Jira experience required