About the Opportunity

Job Description

Title:                Governance and Oversight Senior Associate

Department:    GPS Service Excellence Centre

Location:         India (Bengaluru)

Reports To:     Governance and Oversight Senior Manager

Level:              Senior Associate

Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals.

Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.

About your team

Within GPS Distribution Service and Support, the Service Excellence Centre is a multi-channel department that consists of three main functions; Client Support, Client Enablement, and Governance and Oversight.  We promote a culture of inclusion, collaboration, empowerment and delivery.

• The Client Support function works with new and existing clients, internal Stakeholders and third parties to deliver scalable service and support that is consistently of the highest quality, utilising industry best practise.
• The Client Enablement function’s primary focus is to produce reporting for clients, internal stakeholders and third parties, focusing on a consistent and high-quality delivery.
• The Governance and Oversight function facilitates employees solving their daily challenges and breaking down silos.  We provide a framework for decision-making, accountability for risks, compliance, and audit. This function oversees the quality review of Client Onboarding and Client Driven Change projects as well as providing transparency and reporting to stakeholders.

About your role

The purpose of the Governance and Oversight Senior Associate role is to undertake operational tasks within the Governance and Oversight team and is responsible for the day to day activities and working with the team members.This will involve daily planning, problem solving, task execution and review as well as supporting the implementation of FIL’s wider strategy.

The purpose of the Governance and Oversight team is to provide support to our internal Stakeholders by ensuring there is robust governance in place for key critical activities and supporting through quality reviews. The team are responsible for supporting all areas within GPS service and support.

About you

Key Responsibilities

• Day to day management of workloads
• Maintain up‑to‑date governance documentation, including procedures, terms of reference, and governance tasks.
• Support, coordinate and lead project board meetings, team meeting and risk meetings including preparing agendas and running the meetings.

Support Management and internal MI reporting requirements ensuring information is complete, accurate, and

submitted on time

• Monitor compliance of governance tasks and escalate issues or breaches where required
• Ensure accurate and efficient delivery of all client / third party / internal Stakeholder requests.
• Develop internal relationships to agree response times to ensure clients requirements are fulfilled within required timescales.
• Support risk and control processes, including updating risk events, action plans and SIIs-Self Identified Issues and tracking mitigation actions
• Maintain processes and procedures to improve the consistency of the task delivery, utilising tools available within the organisations architecture.
• Deliver all aspects of the Client Support role and responsibilities.
• Maintain governance calendars and track key deadlines and obligations
• Support the Governance & Oversight Senior Manager in implementing strategic change to deliver risk reduction, efficiency and an enhanced client experience.
• Devising ideas for change and implementing better ways of working.

• Demonstrate positive behaviours, proactively help other team members, collaborate with other FIL teams, adopt culture change from the Pecan programme.
• Focus on quality improvement and use AI for day to day tasks where possible

Competencies (Mandatory)

• Minimum of 3 years financial services experience.
• Good knowledge of pension regulations and legislation.
• Good communication and listening skills.
• Good negotiation and stakeholder management skills.
• Strong interpersonal and people skills.
• Awareness of project management and process improvement methodologies.
• Ability to identify and explain the impact of their actions and the customer needs within the role.
• Ability to guide and train others in the risk control functions and regulatory aspect of a process.
• Comprehensive understanding of MS Office including PowerPoint.
• Able to make data driven recommendations.

Competencies (Preferred)

• Good understanding of the FIL services provided and our products and services.
• Professional qualifications would be an advantage (e.g.  APMI, ACII, FPC, QPA, CF1, FA2).
• Understands the customer journey.
• Previous pensions operational work experience.