Director of Engineering, WFM Operations Research (Individual Contributor)
Fidelity Investments
Director of Engineering, WFM Operations Research (Individual Contributor)
Job Description
Job Description:Note: Fidelity will not provide immigration sponsorship for this position. The Role Fidelity is building a modern, in-house Workforce Management (WFM) platform. You will own and build a constraint-solver foundation for the Contact Center Workforce Management schedule optimization engine leveraging a CP-SAT/OR-Tools engine at enterprise scale and reliability. This role is deeply a hands-on role, you will design, develop, and implement advance optimization models and algorithms to solve complex workforce planning and scheduling problems. Key Responsibilities Research, design, and develop optimization models for contact center workforce planning, scheduling and resource allocation. Design and implement the schedule optimization engine using OR-Tools/CP-SAT Own the constraint model end to end: formalize business rule into a solvable, maintainable model. Build the production-grade solver as a service within the WFM platform that meets latency targets for real forecast group volumes Define and validate schedule quality metrics (coverage attainment, constraint violations, solve time, solution stability across re-solves) and instrument the service so quality can be monitored in production. Build and execute tests and validation of optimization algorithms to deliver performance, scalability, and accuracy Collaborate with architects and engineering teams to integrate optimization models into an enterprise-grade optimization engine of the workforce management platform. Effectively communicate and present findings, methodologies, and results to engineering and business stakeholders. Partner with workforce-planning and real-time-analyst stakeholders to validate that generated schedules are operationally usable. Required Qualifications Bachelor’s of master’s degree in operations research, Mathematics, Computer Science, or a related field. 5+ years of experience in applying operations research techniques to real-world problems Hands-on production experience with OR-Tools, CP-SAT, or a comparable constraint-programming / mixed-integer-programming solver. Strong foundation in linear programming, integer programming, or stochastic optimization. Proficiency in Java, Python, or C++. Experience with cloud platforms such as AWS, GCP, or Azure. Experience working with large datasets and solving large scale optimization problems. Direct experience modeling and solving workforce or resource scheduling problems. Working knowledge of WFM domain. Knowledge of distributed systems and event-driven architecture Preferred Qualifications Prior experience building scheduling or optimization capability at a WFM SaaS provider or a large in-house contact center operations team. Familiarity with other solver technologies (e.g., Gurobi, CPLEX, OptaPlanner). Experience in applying ML, AI, or Data Science Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Category:Information TechnologyPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Locations
- NC, Durham
Skills Required
- OR-Toolsintermediate
- Javaintermediate
- cloud platforms such as AWSintermediate
- WFM domainintermediate
- distributed systemsintermediate
- schedulingintermediate
- other solver technologiesintermediate
- applying MLintermediate
Required Qualifications
- Bachelor’s of master’s degree in operations research, Mathematics, Computer Science, or a related field. (degree in operations research)
- Bachelor’s of master’s degree in operations research, Mathematics, Computer Science, or a related field. (degree in operations research)
- 5+ years of experience in applying operations research techniques to real-world problems (experience, 5 years)
- 5+ years of experience in applying operations research techniques to real-world problems (experience, 5 years)
- Hands-on production experience with OR-Tools, CP-SAT, or a comparable constraint-programming / mixed-integer-programming solver. (experience)
- Hands-on production experience with OR-Tools, CP-SAT, or a comparable constraint-programming / mixed-integer-programming solver. (experience)
- Strong foundation in linear programming, integer programming, or stochastic optimization. (experience)
- Strong foundation in linear programming, integer programming, or stochastic optimization. (experience)
- Proficiency in Java, Python, or C++. (experience)
- Proficiency in Java, Python, or C++. (experience)
- Experience with cloud platforms such as AWS, GCP, or Azure. (experience)
- Experience with cloud platforms such as AWS, GCP, or Azure. (experience)
- Experience working with large datasets and solving large scale optimization problems. (experience)
- Experience working with large datasets and solving large scale optimization problems. (experience)
- Direct experience modeling and solving workforce or resource scheduling problems. (experience)
- Direct experience modeling and solving workforce or resource scheduling problems. (experience)
- Working knowledge of WFM domain. (experience)
- Working knowledge of WFM domain. (experience)
- Knowledge of distributed systems and event-driven architecture (experience)
- Knowledge of distributed systems and event-driven architecture (experience)
Preferred Qualifications
- Prior experience building scheduling or optimization capability at a WFM SaaS provider or a large in-house contact center operations team. (experience)
- Prior experience building scheduling or optimization capability at a WFM SaaS provider or a large in-house contact center operations team. (experience)
- Familiarity with other solver technologies (e.g., Gurobi, CPLEX, OptaPlanner). (experience)
- Familiarity with other solver technologies (e.g., Gurobi, CPLEX, OptaPlanner). (experience)
- Experience in applying ML, AI, or Data Science (experience)
- Experience in applying ML, AI, or Data Science (experience)
- Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. (experience)
Responsibilities
- Research, design, and develop optimization models for contact center workforce planning, scheduling and resource allocation.
- Research, design, and develop optimization models for contact center workforce planning, scheduling and resource allocation.
- Design and implement the schedule optimization engine using OR-Tools/CP-SAT
- Design and implement the schedule optimization engine using OR-Tools/CP-SAT
- Own the constraint model end to end: formalize business rule into a solvable, maintainable model.
- Own the constraint model end to end: formalize business rule into a solvable, maintainable model.
- Build the production-grade solver as a service within the WFM platform that meets latency targets for real forecast group volumes
- Build the production-grade solver as a service within the WFM platform that meets latency targets for real forecast group volumes
- Define and validate schedule quality metrics (coverage attainment, constraint violations, solve time, solution stability across re-solves) and instrument the service so quality can be monitored in production.
- Define and validate schedule quality metrics (coverage attainment, constraint violations, solve time, solution stability across re-solves) and instrument the service so quality can be monitored in production.
- Build and execute tests and validation of optimization algorithms to deliver performance, scalability, and accuracy
- Build and execute tests and validation of optimization algorithms to deliver performance, scalability, and accuracy
- Collaborate with architects and engineering teams to integrate optimization models into an enterprise-grade optimization engine of the workforce management platform.
- Collaborate with architects and engineering teams to integrate optimization models into an enterprise-grade optimization engine of the workforce management platform.
- Effectively communicate and present findings, methodologies, and results to engineering and business stakeholders.
- Effectively communicate and present findings, methodologies, and results to engineering and business stakeholders.
- Partner with workforce-planning and real-time-analyst stakeholders to validate that generated schedules are operationally usable.
- Partner with workforce-planning and real-time-analyst stakeholders to validate that generated schedules are operationally usable.
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