Job Description:

The Role

As a collaborator and leader, we are looking for an individual to help define and build an extraordinary experience for our Fidelity Wealth Management product offerings! We are focused bringing someone to the team who is customer obsessed and loves working collaboratively with others to craft and deliver outstanding digital client experiences. #CSB

The Expertise and Skills You Bring

5+ years of financial services experience, and/or 2+ years implementing large, sophisticated technology platforms using Agile practices with experience in Managed Accounts/Advisor Led Solutions.

Client experience design and development in a Financial Services, experience in Managed Account, Digital, Mobile or a Robo Advisor offering is a plus.

Empowered to actively make connections, form relationships, analyze problems, and come up with shared solutions across different squads, Product areas and Domains

Ability to work with technology teams using agile methodology, e.g.: story writing, backlog refinement, retrospectives, and sprint planning.

Ability to drive alignment between partners across the organization

Comfortable working directly with offshore development team – some schedule flexibility required at times

Ability to balance business needs with regulatory requirements, negotiating and gaining agreement with LRC

Strong project management skills and driven to own several initiatives at once

Knowledge and familiarity of wealth offerings and how they are sold and serviced in Fidelity’s retail distribution model.

Able to be persistent in the face of challenges and maintain a positive, can do attitude

Bachelor’s or equivalent degree required

Relevant Financial Services certifications such as: FINRA Series 7, 24 and 66 licenses a plus.

We deliver customer value and business results on the squad by:

Helping the squad achieve specific and measurable critical metrics

Staying close to the customer, and understanding customer needs

Keeping a pulse on emerging financial services trends

Synthesizing complex data from multiple, disparate sources and present analysis, relevant insights, and themes in a simple/clear way

Innovating – thinking outside of the box/ beyond traditional financial services experiences

Collaborative subject matter expert in the following areas:

Application of multi-channel solutions to address consumers’ goal-based needs, wants and preferences

Driving competitive advantage through outstanding customer experience and targeted customer communications

Eye for business, along with your strategic and analytical skills that allows you to make decisions based on both hard and soft data

Understanding of the Agile way of working

Technology knowledge that will assure that capabilities drive flexibility, scale, and efficiency to support the growth of the business in alignment with Fidelity’s technology strategy.

Agile practices that will enable the team to rapidly deploy new features for our customers, drive takeaways, and identification of additional improvements.

Cross-functional collaboration skills to navigate a matrixed environment with a range of priorities and perspective.

Listening skills to integrate varied perspectives and achieve better outcomes than one would see individually.

Presentation skills to help achieve agreement with multiple audiences.

The Team

Our greatest Asset is Our People! The Managed Solutions Account Opening, Onboarding and Sleeve Management Squad has a steadfast commitment to our clients and is a key part of the Managed Solutions Product area. This squad is responsible for building out and maintaining the Account Onboarding capability to provide Fidelity clients with the ability to open a Managed Account and fund their account with Cash and/or Securities. The capability provides a frictionless customer experience in the onboarding client journey. The team is a multi-functional group of individuals with business, technology and user experience expertise located in the US and India. A high level of collaboration with key partners across the Wealth Management domain, PI Distribution, Strategic Advisers, Fidelity Brokerage Technology, and Legal, Risk and Compliance.

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.