Job Description:

Manager/Director, Product Management-Brokerage Chapter

Do you want to be part of a team that transforms the trading and investing experience for its customers and defines the future of brokerage products and experiences that will surpass our competitors? Are you an analytically minded individual who is intellectually curious, thinks critically, takes initiative, and has a passion for learning new skills? Come join a world-class brokerage team and work in an agile way to help create the best customer experiences and go-to-market strategies in the Financial Services industry.

We may be hiring at a Manager or Director level depending upon the experience of the chosen candidate.

Preferred locations for this position are Westlake TX, Smithfield RI, Merrimack NH.

The Team

The Brokerage Chapter works within PI in the Independent Investor Domain. Our mission is to improve and maintain the existing Brokerage Trading Experience of PI Customers including providing outstanding digital experience (Mobile, Fid.com, Active Trader Pro), investment tools, brokerage operational support and other services to clients who are independent investors.

You will be part of on an agile inter-disciplinary team (e.g., product development, analytics, communications, marketing, experience developers, etc.) within the Personal Investing business at Fidelity.

Your Role

Your role within the Brokerage Operations and Capabilities Product Area will be to lead the data analysis and validation of existing API Services offered.  You will be leveraging your influencing skills and data knowledge to work across the existing 20 stakeholders, both within Independent Investing Domain, as well as Brokerage Technology teams,  to analyze and validate data fields currently being used, as well as leveraging analytical skills to identifying and sourcing new data requirements.  You will work closely with the technology developers to review code and turn into API. 

You will partner with development teams as well as other teams who own client experiences on requirements, testing, and implementation of solutions throughout the development lifecycle. You will lead and conduct business analyses in order to formulate and make recommendations. You will identify and define solutions to business problems, through creation and documentation of business and process specifications. This position requires an ambitious thinker and collaborator who demonstrates analytical thinking, a passion for data, active listening, and champions continuous improvement.

The Expertise You Have

The ideal candidate has 5 years of proven experience in Financial Services

Demonstrated knowledge of business analyst techniques, for example: benchmarking, business rules analysis, and user stories, user acceptance testing and product documentation.

Agile mentality: experience with Jira, Confluence, Mural or similar Agile backlog management tool preferred

Background in brokerage, platform technology, stock and options trading, compliance, or risk management preferred

Product development and project management experience a plus

BA/BS required

Series 7, 63 preferred

The Skills you bring

Strong and reliable analytical skills and ability to apply critical thinking skills and understand complex customer needs and be able to translate them in stories with measurable acceptance criteria

Enjoy solving problems and able to resolve conflicts through strong mediation skills

Outstanding listening, verbal, and written communication skills-ability to write clear, concise product documentation and communications

Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.