James Gonsalves
Salem,NH
Summary
Dynamic and adaptive leader with a proven track record in managing high-performing teams, developing leadership talent, and executing national-level projects to drive operational efficiency at Fidelity Investments. Passionate about fostering an inclusive culture and delivering results through strategic planning, innovative thinking, and data-driven decision-making.
Overview
13
13
years of professional experience
Work History
Manager, Participant Services
Fidelity Investments
11.2019 - Current
- Lead a team of associates, driving a culture of performance, accountability, and inclusion.
- Spearheaded national initiatives such as the Quarterly Bonus Program POC and National PTO Planning Program.
- Delivered leadership training and mentoring through 1:1 coaching and workshops.
- Supported the redesign of internal resources, including the OPA Library and Manager MOD Program.
- Analyzed performance metrics to identify areas for improvement and drive continuous enhancements.
- Facilitated training sessions to elevate team skills and knowledge across key operational areas.
- Managed and motivated employees to be productive and engaged in work.
Service Delivery Team Lead
Fidelity Investments
04.2017 - 05.2018
- Coordinated with cross-functional teams to streamline processes and improve service metrics.
- Analyzed performance metrics to identify areas for improvement, driving strategic initiatives across the department.
Rotational Service Delivery Team Lead
Fidelity Investments
03.2016 - 03.2017
- Participated in a leadership rotation program focused on key service areas.
- Gained experience in project coordination and performance analysis.
Financial Associate II – Tax Exempt
Fidelity Investments
07.2013 - 02.2016
- Provided support to clients in the tax-exempt market with a focus on accuracy and efficiency.
Financial Associate I – Tax Exempt
Fidelity Investments
10.2012 - 06.2013
- Assisted clients with financial transactions and contributed to service improvement efforts.
Education
Bachelor of Science - Biology
Westfield State University
05.1995
Skills
- Leadership & Management
- Adaptive Leadership
- Career Development
- Strategic Thinking
- Project Management
- Process Improvement
- Data Analytics
- Cross-functional communication
Leadership Development
- Front Line Leader Impact Program – 2021
- Leadership Exploration & Development Program with Capstone Project – 2019-2020
- Managing @ Fidelity – 2019
Timeline
Manager, Participant Services
Fidelity Investments
11.2019 - Current
Service Delivery Team Lead
Fidelity Investments
04.2017 - 05.2018
Rotational Service Delivery Team Lead
Fidelity Investments
03.2016 - 03.2017
Financial Associate II – Tax Exempt
Fidelity Investments
07.2013 - 02.2016
Financial Associate I – Tax Exempt
Fidelity Investments
10.2012 - 06.2013
Bachelor of Science - Biology
Westfield State University
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