Job Description:

The Team

The Health Savings Account (HSA) Domain within the Fidelity Healthcare Group is looking for an experienced product management professional to help lead the effort to define, implement and support customer onboarding and account opening for HSAs established through a Fidelity Workplace Relationship. 

In this role, you will be a member of the HSA Product Area with responsibility for evolving and enriching account opening for new customers.  HSA Customer Onboarding currently includes responsibilities for managing NetBenefits digital online account opening, simple (bulk) HSA account opening, HSA account activation and the new employer Holding Account.  The Holding Account feature is used to “catch” payroll contributions in cases where the customer’s account is either not opened or not in good order.  This role also provides consulting and support for adjacent capabilities of the Digital HSA Experience, including Transfer of Assets (TOA).

This role will also collaborate across Fidelity lines of business to explore future state ideas and opportunities to further simplify the customer account opening experience.

The Expertise We’re Looking For:

Bachelor’s Degree required, MBA desired

8+ years product management experience

Series 7 and 63 are permitted for this role

The Skills you Bring:

Demonstrated expertise working with product positioning, product development, product strategy, strategic thinking, goal setting, planning and decision making.

Take a data-driven approach to understanding customer needs and can translate business themes into initiatives, sub-initiatives, goals, epics and user stories which are well-understood and can be managed by one or more agile squads.

Strong relationship building, interpersonal and influencing skills to achieve alignment within the organization and across Fidelity Healthcare Group

Experience leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams

Understanding of the Health Savings Account (HSA) product offering and the needs of the customer using this product along with strong familiarity with FPRS recordkeeping, FBSI and FDOT platforms along with implications to customer onboarding.

The Value you Deliver

Define, refine, and communicate the mission of the squad to squad members and other stakeholders to motivate and rally support

Anticipate, discover and prioritize client / stakeholder needs to serve as the voice of the customer / stakeholders and guide execution of the squad

Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening proposals and collaborate closely to ensure new solutions comply with industry regulations and are consistent with Fidelity policy & procedures.

Measure performance through established KPIs and deliver agreed upon business, technology, and people results

Ensure that new capabilities are well understood by sales, marketing, communications operations and product maintenance to ensure a smooth go to market strategy.

How Your Work Impacts the Organization

Health Savings Accounts are a fast-growing product offering across Fidelity.  Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients.

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.