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Director, Pre-Hire Vetting Programs and Background Investigations

Role overview

Qualifications

  • 12-15 years of strategy, operations, or cross-functional business experience
  • Management and coaching expertise, from entry level to people managers
  • Exceptional verbal and written communication, presentation, and analytical skills
  • Demonstrated expertise in investigative analysis and techniques or a strong desire to build investigative skillsets

Responsibilities

  • Provide outstanding leadership and advocacy for the Background Investigation team
  • Foster strong partnerships with stakeholders across the firm
  • Identify opportunities to improve current ways of working across Fidelity
  • Implement transformational upgrades to modernize the team’s investigative process and technology

Key facts

Hard skills

Other skills

  • Investigation
  • Leadership
  • Management
  • Communication
  • Operations
  • Analytical Skills
  • Coaching
  • Relationship Management
  • Problem Solving

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

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.

In this role, you’ll build new partnerships and strengthen existing ones to champion best practices for associate vetting across Fidelity.  You’ll play a vital role in various cross-functional committees and leverage this experience to shape Background’s future state technology roadmap. As part of your day-to-day work, you’ll oversee the end-to-end processing of security concerns, collaborating with Legal to assess and mitigate potential risks.

Other long-term projects for this Director include knowledge base design, establishing a recurring training program for associates as well as identifying and implementing opportunities for process improvements. Once fully onboarded, this Director will manage a team of background investigators and partner closely with Internal Investigations on escalated or sensitive issues.

· Provide outstanding leadership and advocacy for the Background Investigation team

· Foster strong partnerships with stakeholder across the firm 

· Identify opportunities to improve our current ways of working across Fidelity

· Implement transformational upgrades to modernize the team’s investigative process and technology

The Expertise and Skills You Bring

· 12-15 years of strategy, operations, or cross-functional business experience

· Management and coaching expertise, 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 strong desire to build investigative skillsets and learn our proprietary methodologies

· Exceptional relationship management and partnership building experience 

· Track record of managing a portfolio of work with diverse sensitivities and priority levels; ability to quickly diagnose and navigate sensitive organizational matters

· Experience building new programs and/or comfort working within ambiguity 

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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