Wendy E. John Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Enthusiastic participant in Harvard Business School’s Advanced Management Program (AMP) 206. AMP is designed for C-Suite or aspiring C-Suite executives focused on enterprise-level decision-making and executing on a global strategy as they take on roles with the broadest impact on organizational direction and performance. Cohort includes 172 senior leader participants from 50 countries. Content uses the case study approach to cover topics including Digital Transformation, Change Management, Strategy, Marketing, Leadership, Performance and Incentives in a global context.

Boston, Ma, Us

Create, lead and execute the Enterprise-wide strategy to make Fidelity a more diverse and inclusive workplace. Establish cross-company alignment across key performance indicators and embed our behaviors-based approach to diversity and inclusion in all that we do. Built out a robust core team within our Global Diversity and Inclusion Office, including growing our team from 5 to 18 in under 3 years and expanding our presence from 4 to 8 regions, to meet the additional demands and complexity of the work across our associate base and global footprint. Released our first Diversity & Inclusion report in February 2021, and three subsequent years, which outlines our commitments and progress; it also was a critical tool to provide greater transparency into our efforts. Represent Fidelity both internally and externally to share our ongoing commitment to Diversity and Inclusion for our associates, customers and the communities we serve. Served as Fidelity's representative on the Conference Board DEI Council, DEI Board, Ascend's CDCRO Forum, Disability:IN CDO Forum, FINRA's Inaugural Industry Diversity Advisory Committee (IDAC), NICSA CEO Advisory Committee & Rising Star Committee, SIFMA D&I Council, ICI D&I Committee, IAA D&I Committee, DCIIA D&I Council and IRI D&I Committee. Member of the Steering Committee for the one-of-a-kind gathering of Chief Diversity Officers (CDOs), Martha's Vineyard CDO Summit, curated by former and current CDOs, from inception in 2021 to present.

Boston, Ma, Us

Member of the Senior Leadership Team at Fidelity Charitable. In my role as the Chief Administrative Officer (CAO), I have responsibility for overall risk, compliance, communications, policy and government relations. I am the Chief of Staff for the President of Fidelity Charitable and also serve as the chief liaison to Fidelity Charitable’s independent Board of Trustees. In addition, I lead our employee engagement efforts. It's an exciting opportunity to merge my professional skills with my personal interests to make the world a better place for all!

Boston, Ma, Us

Boston, Ma, Us

Accountable for client satisfaction of 5-10 of our largest institutional clients' overall relationship with Fidelity. Client relationship scope includes qualified and non-qualified defined contribution plans, defined benefit and equity compensation plans. Responsible for developing strong business relationships with senior influencers/decision makers. Strategic business partner for the client, representing their "voice"​ within Fidelity and identifying appropriate solutions/services to meet their needs. Own business retention and the overall success of each client's Fidelity relationships. Leader/coach for the extended service team.FINRA Series 7 & 63 licensedSuccessfully Completed Acuity Institute's Six Sigma Green Belt Certification Training & Exam

Boston, Ma, Us

Leader of unit responsible for the HR, Payroll & Talent Management client service delivery and operations of one of the world's largest financial institutions. Responsible for team's performance against key client satisfaction, growth/scale, profitability, quality and SLA metrics. Champion for key process improvements and efficiency efforts. Provide guidance and support on key client service management activities. Manage a team of client service managers, project managers and operations associates. Actively support, participate in and embrace an empowered team culture. Provide input and coaching on professional development and career pathing.

Boston, Ma, Us

Leader of the HRS Workforce Planning & Site Strategy team with responsibility for Program management of all offshore work migration to India, domestic work migration including ramp-up of new site; overall real estate management across sites. Program leader & process owner for all work process migrations to new domestic sites and Fidelity's captive company in India on behalf of Fidelity's HR Services Company. Manager of team of project managers and business analysts in US and India. Accountable for supporting the build up and additional transition of work processes and offshore capabilities on behalf of the Implementation, Operations, Systems, Product and Shared Services functions within HR Services.

Boston, Ma, Us

Key Initiatives 2007:- Offshoring PMO lead for initial transition of work processes to captive company in India; resulting in establishment of team of 50 associates in Bangalore, India and projected annual savings of $3M- Redefined the Due Diligence process for transitioning new clients to Fidelity’s HR Services Key Client Turnaround assignment 2005-7:Program lead for all Implementation and Corporate Action for large pharmaceutical’s Pension, 401(k) and Health & Welfare administration services being provided by Fidelity; Matrix management of 5 Project Managers across DB, DC & HW and overall cross-organization team of 75+ associatesAccomplishments include:- Led Service Recovery efforts to regain client confidence - 147 target projects across DB, DC, HW, Data, Communications & Integrated work streams- Management of 2 Large DB Implementations, 3 Large Corporate Actions (DB, DC & HW Harmonization) as well as 10 smaller Corporate Actions (DB, DC & HW) in 2006-7 - over $30M in project cost- Key facilitator of the change from a tactical “vendor” to a more strategic “partner” relationship- Client turnaround to reference-able state by the end of my tenure on the engagementNew Business Implementations 2004-6:- Defined Benefit (Pension), Defined Contribution (401(k) changes) and Health & Welfare (H&W) services for premier consumer retail group: February 2005 – December 2005- New Stock Plan, 401(k), Pension and H&W services for over 40,000 participants of automotive supplier: December 2004 – April 2005

Boston, Ma, Us

New product implementation for large pharmecutical company - H&W services for over 30,000 participants: April 2003 – January 2004Responsibilities include: Attaining high degree of client satisfaction with Fidelity’s implementation team delivery Lead day-to-day client contact for senior management, HR, finance and legal/compliance on all plan implementation issues  Coordinate, lead and present at weekly and monthly Client Executive Steering Committee meetings to attain decisions on key issues related to the implementation and report on project status Actively participate in the sales process and represent Fidelity’s implementation capabilities and value proposition, including presenting project methodology, approach and tools Manage an integrated timeline, project plan, milestones and deliverables  Proactively disseminate status updates, client decisions and other information to the practices and senior management within Fidelity

Boston, Ma, Us

Responsibilities included: - Day-to-day client contact for client senior management and finance on all issues related to the administration of and consulting for retirement plans (DB, DC and retiree welfare)- High proficiency in annual valuation, regulatory filing requirements and general compliance issues- Work closely with actuary and client on strategic planning and plan design/redesign issues- Coordinate disbursement/trustee services and asset/liability consultants to meet clients needs- Responsible for outlining scope of all projects and reviewing final work product - Coordinate the budgeting and billing of consulting fees- Manage and delegate project work to Associate Consultants/Project Managers and AnalystsKey client engagements:- Established plan design competitive benchmarking model and presentation package for Leading Cloud Computing and IT Solutions company- Developed benefit comparison materials and conducted employee sessions for Semi-conductor company "Choice” program after acquisition by Largest Semiconductor design & manufacturing company - Conducted employee sessions for Joint Venture after merger/acquisition, including development of all employee communications and modeling tools- Coordinated plan termination of private aviation company's pension plan (including pilots plan), including all required government filings, annuity purchase process and final distribution of assets - Led project team across DB including implementation and client service team for 1st non-qualified DB Solution clients (actuarial, trustee and administrative services)Key accomplishments:- Led practice assignments on non qualified deferred compensation plans, including COLI- Participated in development of DB Solution Best Practices for Administrative/Actuarial Services - Co-leader for marketing and prospecting of actuarial and consulting services to other Fidelity business units and to client prospects; representing the Actuarial practice during site visits

Boston, Ma, Us

Responsibilities included: - High proficiency in annual valuation, regulatory filing requirements and general compliance issues- Work closely with actuary and client on strategic planning and plan design/redesign issues- Coordinate disbursement/trustee services and asset/liability consultants to meet clients needs- Manage and delegate project work to team of AnalystsKey accomplishments:- Developed administrative procedures for “newly” implemented benefit plan, including maintaining participant database, developing participant communications and training participant service representatives - Internal Nondiscrimination subject matter expert specifically for DB/DC plan aggregation/disaggregation - Training Coordinator for entire Consulting Group - developed training program, materials and curriculum

Boston, Ma, Us

Prepared and performed actuarial valuations of pension plans (qualified & non-qualified (SERP)) and retiree medical plans for clients, including FAS 87 and FAS 106 disclosures for US and international plans. Responsible for requesting, “scrubbing” and reconciling the participant data. Assisted with open window retirement program pricing and testing and with analysis for union negotiations. Experienced with complex nondiscrimination testing, merger and acquisition and curtailment issues. Trained and mentored new actuarial analysts & interns

London, England, Gb

Prepared and performed actuarial valuations of pension plans (qualified & non-qualified (SERP)) and retiree medical plans for clients, including FAS 87 and FAS 106 disclosures for US and international plans. Responsible for requesting, “scrubbing” and reconciling the participant data. Assisted with open window retirement program pricing and testing and with analysis for union negotiations. Experienced with complex nondiscrimination testing, merger and acquisition and curtailment issues

Waterloo, Ontario, Ca

Campaign Waterloo, Alumni & Corporate Fundraiser 1994- One of Top 3 fundraisers raised more than $100,000 from alumni, parents and corporations- Led nightly solicitation programs; trained and developed junior callers; processed donations

Two internships: April- September 1991 and April - September 1993: Performed actuarial valuations and prepared valuation reports for pension plans of Caribbean-based companies and local subsidiaries of international companies. Calculated projections for FAS 87 for US subsidiaries. Reviewed final benefit calculations for Voluntary Separation of Employment Programs. Maintained client summaries of benefit provisions. Analyzed financial statements of respective pension plans in order to determine surplus/deficit. Trained and mentored new members of the team.

Advanced Management Program, C-Suite Leadership

Executive Education, Next Generation Executive(Nge) Program In Conjunction With The Partnership, Inc.

Executive Education, Leading High Performance Teams

Masters Of Science, Investment Management

Executive Education, Connecting Business With Government

Executive Education, Business Leaders As Creators Of Social Value

Bachelor Of Mathematics, Joint Honour Actuarial Science & Economics

Cambridge G.C.E. "A" Levels, Mathematics, Further Mathematics & Physics

Cxc & Cambridge G.C.E. "A/O" Level, Biology, Chemistry, English Language, English Literature, French, Geography, Mathematics & Physics