Jay Boyle Email and Phone Number
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Each of us manages risk in some manner, every day. The choices we make have costs and benefits (risks and rewards). This intersection of decision-making and risk management is what I have enjoyed most during my career in financial services - whether dealing with customers in the early years, leading risk management teams, or building the firm's Vendor Management Center of Excellence more recently.Career experiences have taught me the following about myself:- I can successfully build teams by understanding people's passions and skills, aligning them to our mission, and by creating an equitable situation for everyone in our organization. - I enjoy solving problems with technology - regardless of the current trends (big data, analytics, automation, etc.) technology can be an enabler for efficient and effective work habits and certainly supports risk management activities when deployed appropriately.- I love to win, but helping the team win gives me greater satisfaction - especially if it assists people with their career development and future opportunities.- Forming an opinion, voicing your position, and engaging in candid debate are critical to the culture of the teams I lead, but sometimes remaining silent and simply listening are more important qualities to demonstrate.- My legacy will not be based only upon projects successfully implemented, risks mitigated, cost savings, or other similar accomplishments and metrics; rather, the ongoing success of the teams I've built and people I've developed will speak volumes about my leadership and the value I've delivered in my career.Areas of specialty: Managing Vendor Risk, Automated Controls, Model Risk, Privacy Compliance, Risk Assessments, Managing People, Creation of Risk Framework, Regulatory Communications, Governance, Oversight, Supervisory Controls, Data Governance, IT Risk, Incident Management, Executive Reporting
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
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Vice President Of RiskFidelity Investments Dec 2020 - PresentBoston, Ma, UsMy current team is focused in two areas: - Managing a portfolio of the firm's most critical vendors, representing an annual spend of more than $1B.- Monitoring and oversight of regulatory mailings to customers to ensure compliance with prevailing rules (examples include prospectuses, statements, and trade confirmations for paper and e-delivery).In my leadership capacity, I ensure the team is compliant with the global vendor management policy, which establishes clear expectations and standards for oversight of vendor relationships. Specifically:- Completion of activities related to risk rating and tiering of our suppliers.- Timely review of supplier's information protection and technology controls.- Reviewing vendor resiliency plans and financial health and remediating any gaps or program weaknesses.- Ensuring supplier compliance to contractual obligations through periodic performance management sessions with senior executives.On the regulatory mailings side, we are responsible for a variety of activities in a highly regulated space:- Delivery assurance - reconciling delivery against source files to ensure communications are triggered and delivered as required by regulations.- Reviewing content of some communications by sampling to validate key data elements and required disclosures.- Monitoring the processes and associated systems used to deliver documents, both paper and email.
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Vice President Of RiskFidelity Investments Jan 2015 - Dec 2020Boston, Ma, UsAutomated Controls Testing and OversightIn support of our clearing broker-dealer activities, I built a team responsible for assessing, testing, and overseeing a variety of automated tools and controls, including: technology controls and edits, mainframe trading restrictions, key reports, user developed applications, "bots" (robotic process automation), and models. This team was built with associates from a variety of backgrounds that were instrumental in it's success - auditors, engineers, technologists, and business experts. We invested time to upskill so that automation and data analytics tools could be used for full population testing and deconstruction of the code for these tools and controls. Over the five years of leading the team, we improved our testing and assessment coverage within the business 25% annually, and continued to add value by finding issues and assisting with solutions to resolve them.
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Vice President Of RiskFidelity Investments Jan 2013 - Jan 2015Boston, Ma, UsRegulatory Mailings GroupI was asked to assist with the creation of a new risk team responsible for monitoring and oversight of regulatory communications for our clearing broker-dealer. These communications included prospectuses, statements, trade confirmations, and similar products. My role was primarily dedicated to building a robust governance structure and bringing together senior leaders from across the firm to ensure a consistent approach for managing the paper and electronic regulatory products so that the firm was compliant with prevailing securities regulations.
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Vice President Of RiskFidelity Investments Jan 2012 - Jan 2013Boston, Ma, UsAssessments, Testing, and GovernanceAs our brokerage operations expanded to new regional locations, I was asked to relocate to Texas and build a new risk oversight team to support these operations.- The team was primarily focused on performing assessments on high risk activities and executing control testing for a variety of regulatory required programs.- Year over year, the efficiency of the team improved and increased assessment and testing coverage of our brokerage operations by 20%.- We also made certain all incidents were properly escalated to the appropriate levels of management and that the business, risk, and compliance teams were engaged to triage and resolve the issues.
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Director Of RiskFidelity Investments Jul 2009 - Jan 2012Boston, Ma, UsAssessments and Control TestingI was responsible for expanding testing and assessment capabilities in support of a variety of internal business units that serviced brokerage and transfer agent activities. The teams I led during this time were involved with:- Establishing and expanding broker dealer and transfer agent risk assessments on critical processes.- Building out an extensive testing program, similarly focused on broker dealer and transfer agent activities, and assisting with the implementation of a governance, risk, and compliance (GRC) repository to manage and prioritize work.- Creating procedures and implementing programs related to incident management, inclusive of privacy issues.- Serving as the liaison for external auditor engagements.- Engaging with all levels of our supported businesses, legal, and compliance to ensure timely resolution of issues.
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Senior Compliance ManagerFidelity Investments Apr 2005 - Jul 2009Boston, Ma, UsAssessments and Control TestingI managed a small team of risk and compliance associates. The team was accountable for various regulatory certifications, privacy compliance, and performing operational and compliance risk assessments to support enterprise requirements.
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Senior Business AnalystFidelity Investments Jan 2000 - Apr 2005Boston, Ma, UsBusiness Analyst and Product OwnerIn this role, I was responsible for leading projects and gathering requirements for a proprietary document generation and 401(k) plan setup application. This role interacted with senior leaders in the business and in technology groups to enhance the customer experience during plan implementations, and to streamline and simplify the internal setup process.
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Senior Implementation Project Manager - 401(K)Fidelity Investments Oct 1997 - Jan 2000Boston, Ma, UsClient-facing 401(k) Plan ImplementationResponsible for the implementation of 401(k) plans and managing the client experience throughout the process. Worked internally with operations and legal groups to ensure smooth transition to Fidelity's platform, and to resolve any client issues during the on boarding process.
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Brokerage Trader And Retirement SpecialistFidelity Investments Jul 1995 - Oct 1997Boston, Ma, UsClient-facing Customer ServicePerformed trades, resolved issues, and answered customer questions. Discussed retirement products and self-employed retirement options with prospects and customers.
Jay Boyle Skills
Jay Boyle Education Details
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University Of CincinnatiBiological Sciences -
University Of CincinnatiBiological Sciences
Frequently Asked Questions about Jay Boyle
What company does Jay Boyle work for?
Jay Boyle works for Fidelity Investments
What is Jay Boyle's role at the current company?
Jay Boyle's current role is Vice President of Risk at Fidelity Investments.
What is Jay Boyle's email address?
Jay Boyle's email address is ja****@****ity.com
What is Jay Boyle's direct phone number?
Jay Boyle's direct phone number is +185938*****
What schools did Jay Boyle attend?
Jay Boyle attended University Of Cincinnati, University Of Cincinnati.
What skills is Jay Boyle known for?
Jay Boyle has skills like Leadership, Risk Management, Risk Assessment, Data Governance, It Risk Management, Auditing, Internal Controls, People Management, People Development, Financial Services, Ssae 16, Series 7.
Who are Jay Boyle's colleagues?
Jay Boyle's colleagues are Sheryce Jacobs, Frank Kowal, Priyanka Bhargava, Anitta Jose, Nicholas Whalen, Cfa, Susan Seidman, Joe Mcgahren.
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