Job Description:

The Role

Does being a part of the team at Fidelity that will bring innovative Cash Management and Banking solutions to customers excite you? If you answered yes, keep reading!

As a member of the Next Generation Cash Management/Banking Services squad, you will collaborate with your team and business partners to lead or support significant strategic programs by defining problem statements, conducting research and/or analysis to find opportunities, and recommending a solution that supports our Cash Management and Banking Services Offering. #CSB

In the role, the focus will be on:

• Identifying the needs and problems for our customers
• Leading or supporting ideation, development, and execution of new strategies, focused on quantifying and presenting the value that Cash Management is delivering
• Crafting strategies for testing that will offer innovative solutions that outpace the competition
• Driving and supporting key aspects of the strategy development life cycle including business case development, business requirements, and designing and implementing end-to-end customer experiences
• Working with both internal and external business partners to optimize associate and customer experiences that address the needs of our customers

The Expertise and Skills You Bring

• Bachelor’s Degree required and 8+ years of proven experience in financial services, with focus in cash management and/or card experience is preferred
• Strong analytical and interpersonal skills; Strong listening skills to integrate different perspectives and achieve better outcomes
• Ability to think broadly about both digital and live channel experiences, as well as how unique elements fit together
• Demonstrated experience in articulating customer needs in the design of products and solutions
• Strategy and execution skills to run impactful programs aligned to strategic plans & objectives
• Strong presentation and persuasion skills to achieve consensus with multiple audiences
• Ability to implement measure or metrics to aid in identifying improvement opportunities
• Possess an agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity

The Team

Fidelity is one of the largest providers of investment services in the world. Within Fidelity, the Personal Investing (PI) division is responsible for a number of services that support our clients, such as self-directed brokerage accounts, fixed income, credit/debit cards, health savings accounts, cash management services, college saving plans, managed investment solutions, the physical branch network, the customer service teams, and retirement solutions that fall outside of employer-sponsored plans.

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.