Job Description:

Sr Manager, Product Management—Brokerage Chapter

The Role

Do you want to be part of a team that transforms the trading and investing experience for its customers? Do you want to define 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? With the constantly evolving competitive landscape within financial services, the rise in mobile investing and Fintech disruptors, there is constant demand for strategic problem solvers with analytical skills to drive new initiatives. Come join a world-class brokerage team and work in an agile way to inform the creation of the best customer experiences and go-to-market strategies in the Financial Services industry.

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

The Team

Our team is a collection of specialists with a mission to provide an outstanding digital experience, investment tools, brokerage operational support, marketing activities and other services to independent investors.

Your Role

As a member in the Brokerage Chapter, 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. Additionally, you will develop expertise in the brokerage experience with your analytic and research skills to understand the needs of Fidelity’s self-directed investors.

As a squad member, you will support the Fidelity Rewards+ Strategy & Marketing team, aligned to the Acquisition & Loyalty Product Area. This team defines the loyalty program strategy, implements new program features, and maintains the learning agenda and product backlog for the Fidelity Rewards+ loyalty program. Through research, analysis, and collaboration with partner teams across Fidelity, you will identify features, capabilities, and creates an overall rewards experience that drives loyalty to Fidelity.

The Expertise and Skills You Bring

You are an upbeat, results-oriented teammate who is client obsessed and loves working collaboratively to craft and deliver outstanding client experiences on high visibility projects for senior Fidelity leaders!

Bachelor’s degree with minimum of 5 years professional experience and strong financial services experience

An innovative thinker who thrives on a mixture of strategic visioning and hands-on execution and who strikes the balance of pace over perfection with precision & attention to detail

Proven track record of problem solving and transforming complex ideas into accessible concepts through thoughtful analysis and storytelling with ability to deconstruct concepts into in implementation steps / stories with measurable acceptance criteria

Proven track record of working cross-functionally: illustrate the ability to lead projects, appropriately exert influence, build consensus/alignment across teams and achieve measurable results without direct authority

Prior experience leveraging customer insights to define strategies and target outcomes, including research, journey mapping, consumer preferences/behavior, competitive/industry trends, and product management preferred

Demonstrated understanding of drivers of customer loyalty and behavioral change, based on background in data science and industry insights

Possess excellent communication, negotiation and diplomacy skill, and strong informal influencing skills

Product management and product development experience preferred

Familiarity with Agile processes & tools, including strong story-writing skills

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

Must be passionate about contributing to an organization focused on continuously improving consumer experiences

Within your Team Role, you will:

Create, develop and implement innovative program features, benefits, and initiatives to deliver against loyalty KPI's and lead the successful roll out across all customer touch points while managing internal & external partners

Develop and leverage data-driven insights based on member, client and industry analysis, behaviors and trends to inform strategic roadmap, functional enhancements, and testing plans

Draw on expertise and continued learning to embed a loyalty-centric mind-set and a shared understanding of behavior change and loyalty drivers along with a discipline of ongoing measurement

Manage ongoing core loyalty and reward program features, including interfacing with the product and operations teams, technology, data science, customer service

Leverage quarterly rotation in Q&A / production support to stay in-tune with customer & associate needs and support day-to-day operations of the program

Exercise strong program management, analysis, and process improvement skills, to lead initiatives with multiple internal and external dependencies

Utilizing strong skills in JIRA, Mural, PowerPoint, and Excel

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(opens in a new tab) 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.