- Bachelors' degree in Business, or a related field of study.
- 3+ years proven experience of full lifecycle project management, leading multiple projects simultaneously
- Strong planning and problem-solving capabilities
- Knowledge of developing process maps and standard operating procedures
- Strong verbal/written communication, with ability to effectively interact with individuals at all levels
- Builds strong relationships and demonstrates collaborative leadership with key partners and support teams
- Strong in story telling
- Extensive experience with MS Office products and other agile work systems
The Value You Deliver
- Collaborating with internal Charitable business partners to fulfill special handling
- Employing good sound judgment in decision making or problem resolution
- Delivering a great customer experience with each interaction to help strengthen donor relationships
- Clearly understanding and articulating the full suite of Fidelity Charitable products and services
- Process high value transactions
- Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
- Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
- Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance
- Maintain up-to-date procedures for those functions for which responsible
The Team
Fidelity Charitable (opens in a new tab)), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.
Dynamic Working
At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call "Dynamic Working." Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@Information about Fidelity investments
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. For information about working at Fidelity, visit
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
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Project Coordinator - Westlake, United States - Fidelity TalentSource
Description
Project Coordinator
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Project Coordinator to work at Fidelity in Westlake, Texas
The Role
Fidelity Charitable's Investment Operations team is seeking a Project Manager responsible for driving all aspects of life-cycles projects from inception through implementation. As a member of the team, you will coordinate multiple projects simultaneously and sometimes independently. You will be developing project plans, documenting process workflows, developing presentations and supporting other change efforts. Additionally, you will have responsibility of communicating key updates to partners on a regular cadence and following up on any feedback.
