Fidelity Investments · 22 hours ago
Director, Business Partner Portfolio Management
Westlake, TX
Full-time
Hybrid
Mid, Senior Level
5+ years expFidelity Investments is seeking a Director of Business Partner Portfolio Management to lead a funded initiative focused on business partner technology requests. This role involves overseeing the entire lifecycle of projects, ensuring alignment with strategic goals, and delivering high-quality results while collaborating with various teams.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Lead the planning, program management and business partner technology enhancement requests for FFIO, ensuring timely and high-quality delivery and transparency
Coordinate across business partner teams, FFIO Relationship Management, and FFIO Technology Delivery Teams to manage dependencies and ensure alignment on highest priorities
Serve as primary point for the business partner initiative, including change management and scope changes, and FFIO business routines
Measure business partner initiative progress through the Business Partner Throughput KPI, and coordinate actions to improve the results as needed
Serve as point for consolidating all FFIO deliverables related to the business partner work requests
Work across the business partner organization and FFIO to ensure alignment on key priorities and deliverables; lead FFIO Business Reviews to bring voice of the customer to FFIO leadership
Ensure accurate data across program-level tools (e.g., Portfolio Connect, Jira Align)
Serve as key contributor of the Business Partner Program Management team ensuring updates are integrated into broader program communications
Provide high level status reporting and insights to Business Partner Program leadership
Program oversight on XL (extra-large) requests coordinating with Service Consultant and Relationship Managers
Maintain delivery roadmaps, XL request documentation, cross business partner key deliverables, and milestone tracking for assigned initiatives
Monitor and report on key delivery metrics – Business Partner Throughout KPI, including readiness, completion, resource utilization and backlog
Support continuous improvement efforts across Business Partner Intake, Governance, delivery processes, tooling, and Business Partner Program team practices
Efficiently engage within existing Relationship Management intake process and framework
Work directly with Business Partners, in conjunction with Relationship Management, on yearly planning activities
Collaborate with business partner, FFIO Tech Strategy and Planning to ensure alignment, appropriate Initiative governance, multi-year planning activities, and vetting XL requests
Provide key updates and input into FFIO and business partner SLT executive meeting materials
Communicate progress, risks, and dependencies to stakeholders in a clear and actionable manner
Promote a culture of collaboration, learning, and shared ownership across all partner teams
Qualification
Required
Bachelor's degree required
5–7 years of experience in program or project management including technology initiatives
Strong understanding of software development lifecycle, modern development methodologies, and technical delivery practices
Proven ability to manage complex requests and initiatives across multiple teams
10+ years of financial services experience
Excellent communication and stakeholder management skills, including excellent business partner service
Ability to create meaningful and informative presentations on project status, updates, and other project related topics
Demonstrated ability to lead without formal authority and influence cross-functional teams
Skilled in delivery tools such as Jira, Confluence, and other collaboration platforms
Strong analytical, problem-solving, and organizational skills
Ability to foster a high-performing, inclusive, and psychologically safe team culture
Preferred
Project Management Professional (PMP) certification desired
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.
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
2026-02-04
Tech Startups - Tech News, Tech Trends & Startup Funding
2026-02-04
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