Joseph Metcalf V

Experience

• 

  Fidelity Investments

  May 2007 - Aug 2007

  Cash Management Professional Intern

  ◊ Helped implement a document sharing/workflow system that facilitated critical operations across multiple sites◊ Assisted in daily operations

• 

  Fidelity Investments

  Jul 2008 - now

  Internal Business Performance Delivery Team* Drive strategic priorities for enabling digital transformation* Facilitate design thinking workshops for developing customer journey maps* Collaborate with technology, product, and operations teams to build strategic capability roadmaps and deliver scalable service models* Change agent for Agile transformation Internal Business Performance Delivery Team◊ Led strategic product development initiatives utilizing Big Data and Artificial Intelligence◊ Contributed thought leadership to executive leaders for strategic service model design◊ Managed an Analytics Team delivering business insights to strategic products◊ Leveraged MVP and Scrum to deliver cross-functional technology product solutions◊ Designed and facilitate design thinking & rapid prototyping workshops Internal Business Performance Delivery Team◊ Utilized data driven analytics to influence decision making throughout the project life-cycle◊ Facilitated design thinking & rapid prototyping workshops◊ Managed cross-functional project teams in a matrix environment◊ Designed and develop Tableau dashboards enabling manage-by-metrics◊ Deployed DMAIC and other Lean Six Sigma principals to drive business performance ◊ Oversaw Daily Operations for $290B total assets ($650M/5,000 trades Daily)◊ Administered team’s productivity metric (30% annualized growth)◊ Managed the Role Based Training Curriculum Initiative – increase on-boarding efficiency by ~25%◊ Led team in process improvement initiatives and Tableau, Excel & Access based data analysis ◊ Performed Daily Operations for $290B total assets ($650M/5,000 trades Daily)◊ Awarded Business Unit MVP for Operations Excellence, mentorship and team leadership◊ On-boarded 1 manager and 2 new associate in 6 months◊ Modeled team's productivity: 30% annualized growth ◊ Founded Peer Development Program: Managed 12 mentor and 72 protégé traders◊ Series 7 & 63 License exam mentor for NH site from 2009-2010 ~98% pass rate◊ On-boarding Mentor for New Hire Class o Taught financial industry basics and customer service skills ◊ Assessed investment strategies and risk profiles of ~45 customers per day ◊ Executed 30 trades/day (mutual fund, equity, option, bond, CD and precious metals) o 100% trade accuracy over 2 years/10,000 trades◊ Multiple Department-wide honors for Superior Performance and Leadership◊ Held Series 7 and 63 Licenses

  • Consulting Director

    Mar 2018 - now

  • Consulting Manager

    Dec 2016 - Mar 2018

  • Senior Consulting Analyst

    Jul 2015 - Dec 2016

  • Operations Analyst

    Dec 2013 - Jul 2015

  • Associate Analyst

    Dec 2010 - Dec 2013

  • Financial Representative Mentor

    Jan 2010 - Dec 2010

  • Financial Representative

    Jul 2008 - Dec 2010