
Strategic Change Lead
FRI FIL India Business and Research Services Private Limited · FIL Bengaluru, India
About The Role
We’re proud to have been helping our clients build better financial futures for over 50 years. We do this by combining investment expertise, disciplined governance and resilient platforms that help our teams make great decisions for our clients. Join the Asset Management Platform (AMP) to lead the build-out of our Strategic platforms supporting our businesses.
About your team
As a business, we are constantly evolving how we work to stay ahead of what our clients need and to deliver on our Forward 8 ambitions. FIL Platforms represents the next step in that journey - bringing together Asset Management Delivery, Enterprise Technology Services, and delivery and change teams from across the business into a single integrated structure, designed for clarity, speed, and impact.
That structure is organised around Platforms, each a focused unit of capability with a single accountable owner and within each Platform, a set of Value Streams and capabilities that translate strategic priorities into funded, sequenced delivery.
Your value stream/capability set sits at the heart of that model. It exists to connect our talent and expertise directly to the priorities that matter most, delivering greater impact for our clients with less duplication and fewer competing backlogs.
About your role
The Strategic Change Lead is responsible for shaping, mobilising and orchestrating strategic change initiatives within Asset Management Platforms.
Working within the Strategy & Planning function, the role translates business priorities and strategic objectives into executable change initiatives, ensuring they are aligned to portfolio priorities, sequenced effectively and delivering measurable business outcomes.
The role acts as a key interface between business stakeholders, platform leadership (who are setting the strategy and outcomes) and our delivery capabilities (that sit within Value Streams and horizontal Domain Capabilities). The role needs to ensure that strategic change initiatives are well-defined, appropriately prioritised and successfully delivered across organisational boundaries.
The Strategic Change Lead is accountable for driving clarity, alignment and execution readiness, while supporting the overall portfolio strategy and Lean Portfolio Management operating model.
Key Responsibilities
Portfolio & Initiative Shaping (20%)
- Translate strategic priorities, OKRs and business objectives into executable change initiatives with defined scope, success measures and expected outcomes
- Develop business cases and investment proposals in collaboration with business stakeholders and Product Owners
- Identify cross-value stream dependencies, risks and delivery considerations early in the initiative lifecycle
- Leverage AI-enabled tools to accelerate initiative design, business case development and portfolio analysis
Programme Design & Mobilisation (20%)
- Design and sequence initiatives to maximise value delivery across multiple Agile Release Trains (ARTs) and value streams
- Mobilise cross-functional programmes, establishing clear ownership, governance and delivery outcomes
- Coordinate PI planning activities across ARTs to ensure initiatives are properly planned and resourced
- Facilitate programme inception workshops and dependency mapping sessions across value streams
Orchestration & Dependency Management (35%)
- Partner with Release Train Engineers and Value Stream Leads to align delivery capacity with portfolio priorities
- Identify, map, track and resolve cross-ART dependencies, blockers and conflicts to maintain continuous flow
- Consolidate value stream roadmaps into integrated portfolio view and manage sequencing conflicts
- Utilise data and AI-driven analysis to optimise prioritisation and portfolio decision-making
- Maintain dependency visualization, health metrics and integration dashboards
Outcome & Value Realisation (15%)
- Track initiative progress against business outcomes and benefits realisation, challenging initiatives not delivering expected value
- Recommend corrective action, reprioritisation or closure based on data and insights
- Monitor value flow metrics and work with value streams to optimise delivery effectiveness
Stakeholder Engagement & Governance (10%)
- Build strong relationships across business functions, Product teams, Technology and Operations
- Act as trusted advisor to senior stakeholders on initiative design, delivery readiness and portfolio health
- Run cross-stream sync meetings, facilitate alignment between business demand and delivery capability, and escalate systemic issues
About you
We're seeking an exceptional portfolio orchestrator who thrives at the intersection of strategy and execution. The ideal candidate brings proven experience leading complex, multi-stream delivery portfolios at scale, with the versatility to navigate commercial, operational, technical, and organizational dimensions with equal confidence.
Your have experience working in Asset Management firms where you've successfully balanced business demands with technology delivery realities, and you're energized by the challenge of aligning diverse stakeholders toward common outcomes.
Required Experience & Skills
- 10+ years in agile portfolio management, program management, or release train engineering within financial services (preferably Asset Management)
- Deep understanding of SAFe including PI planning, value streams, ARTs and portfolio management
- Proven track record managing complex dependencies across multiple agile teams in large-scale enterprise environments
- Strong understanding of investment management operations, front-office technology environments, and trading/portfolio management workflows
- Experience with agile tools (Jira, Confluence), dependency mapping and business case development
- Understanding of Lean-Agile principles, flow metrics and OKRs
Leadership & Influence
- Exceptional influence without authority - driving outcomes through collaboration across complex stakeholder landscapes
- Expert facilitation skills for large-scale planning sessions and cross-functional meetings
- Outstanding communication across all levels (written, verbal, presentation) with ability to tailor messaging for technical and business audiences
- Systems thinking mindset with ability to see patterns across complex organizational structures
- Proven ability to navigate ambiguity, resolve conflicts diplomatically and thrive in high-pressure environments where priorities shift
- Trusted advisor presence with senior stakeholders and executive leadership
Analytical & Strategic Thinking
- Strategic planning with emphasis on value delivery and business outcomes
- Data-driven decision making, business case analysis and investment prioritization
- Risk identification and proactive mitigation in fast-paced, dynamic environments
AI & Technology Leverage
- Demonstrated ability to leverage AI tools (Claude, ChatGPT, Copilot, etc.) for productivity, analysis and decision-making
- Use AI for dependency analysis, business case development, portfolio optimization and emerging integration practices
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
Our Values
- Integrity – Doing the right thing, every time and putting the client first.
- Trust – Empowering each other to take the initiative and make good decisions.
Our Behaviours
- Brave - Challenging the status quo, being accountable and speaking up.
- Bold - Acting with conviction, encouraging diverse thinking and keeping things simple.
- Curious - Learning to do new things in better ways and encouraging fresh thinking.
- Compassionate - Having empathy, caring for colleagues, clients & community.
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