Fidelity Investments · 3 hours ago
Process Engineer Lead
Merrimack, NH
Full-time
Hybrid
Senior LevelFidelity Investments is dedicated to providing the best customer experience in the financial services industry, and they are seeking a Process Engineer Lead to drive operational and service improvements. The role involves analyzing processes, implementing changes, and partnering with technical teams to enhance client and associate experiences.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Owning the successful delivery of operational and service improvements across Wealth Investor Services and Wealth Investor Advisor Group
Finding opportunity areas, analyzing for root cause, defining desired outcomes, implementing changes, and measuring results
Delivering incremental changes quickly, using agile methodology and a test and learn approach
Partnering with technical teams to identify, prioritize, and deliver critical technical enablers
Analyzing data to identify business processes most in need of transformation
Gaining a deep understanding of the people, skills, processes, and technology required to meet the needs of clients
Working with a team to identify challenges, understand current state, develop future state solutions, and implement the most impactful changes
Driving drastic improvement to the end-to-end client experience, by looking at processes through the client’s eyes, challenging all assumptions, and delivering processes that work for the client
Qualification
Required
You have experience across multiple operational or service units giving you the breadth and depth of operational challenges and solutions
You have a strong understanding of operational processes and problems
You have a demonstrated passion for improving associate and client experience
You can build credibility and trust with peers and leaders and enjoy working in a sophisticated organization with multiple decision-makers
Experience in identifying process issues that cause associate or client experience friction, analyzing for root cause, and driving improvements
Experience analyzing data to find opportunities and using data to tell a fact-based story
Familiarity, knowledge, or experience with one or more operational improvement frameworks, such as Lean or Six Sigma
Experience driving process improvements in an operations environment
Experience identifying team improvement opportunities and learning from approaches used by other organizations
Organizational savvy and maturity; ability to work effectively across multiple teams and organizations
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
Livemint.com
2026-01-22
2026-01-20
alleywatch.com
2026-01-20
Company data provided by crunchbase