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Job board /Asset Management /Fidelity Investments
Fidelity Investments

Director, Background Investigations Strategic Initiatives and Operational Efficiency

Fidelity Investments Merrimack, NH

Posted 2026-11-06

Corporate FunctionsDirector
Apply on Fidelity Investments' site + Add to tracker

About the role

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Fidelity’s Background Investigations team provides comprehensive global vetting of new hires as well as conducting extensive post-hire reviews and piloting emerging technology for investigations.  We work enterprise-wide and partner with diverse teams such as Talent Acquisition, Employee Relations, Legal, Risk, IT, and Procurement to help business units navigate complex hiring situations.

As we continue our technology modernization journey, we’re defining both our data strategy and evaluating current state processes to improve operational efficiency.  In this role, you’ll build partnerships and identify strategic opportunities that improve our day-today cross functional operations.  You’ll also define our operational health metrics and ideate on the technology solutions that will position our team for long term success.

This leader will be accountable for:

· Maintaining the health of our SLA and escalating any delays during peak hiring seasons

· Understanding our end-to-end standard background investigation methodology and leveraging those insights to determine the optimal caseload for each investigator

· Fostering the cross-functional partnerships to propose and pilot an approach to forecasting incoming caseloads

· Managing the assignment of newly received cases and establishing a queue of investigations as needed during hiring spikes

· Navigating discussions with senior leaders across the firm in response to case escalations

· Partnering with BI product to ensure effective adoption of modernized tooling across investigative pods and the inclusion of high-priority items into the future state roadmap

· Establishing visibility on investigative processing and SLA for BI, Global Security and other senior leaders

· Monitoring ongoing trends in the case portfolio and identifying any “watch areas” in need of support  

· Providing coaching and mentorship to G2-G6 to drive an “ownership mindset” across the team

The Expertise and Skills You Bring

· 12-15 years of operations, product management, and/or cross-functional business experience

· Understanding of procurement and talent operations preferred

· Exceptional relationship management and partnership building experience

· Comfort working within an ambiguous, matrixed, and regulated environment

· Management and coaching ability, from entry level to people managers

· Exceptional verbal and written communication, presentation, and analytical skills; executive briefing experience preferred (L1, L2, L3)

· Demonstrated expertise in investigative analysis and techniques or a desire to build investigative skillsets and learn our proprietary methodologies

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Security

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Listed from Fidelity Investments' career site, where it was posted on 2026-11-06. The firm's page is the reference for the details and the application.

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