Job Description:

The Role

As the Financial Wellness Offering Squad Leader, you will formulate, evolve and  execute the vision of financial wellness. You will collaborate closely with WI business leaders to drive engagement, adoption and outcomes so participants can become financially well and help articulate the value to our plan sponsors.

This role has a blend of both business, technology and client-facing responsibilities, which can be a fulfilling and challenging role for the right candidate with a flexible and growth mindset. You blend strategic business expertise with a passion for digital experiences and delivering results. In this role, you will refine and evolve the financial wellness offering, using consumer and market insights to inform the strategy. You will articulate how we bring financial help to plan participants, and the overall benefit and value that provides to plan sponsors. Working closely with our key business partners in WI, you collaborate on the ongoing process of driving these capabilities to scale. You will support client-facing teams as they participate in sales finals and rebids. You will lead a team that owns core digital components of NetBenefits, and work closely with WI business partners to continuously learn, experiment and optimize those digital experiences based on participant needs.  This team also drives live channel learning capabilities, which is a critical component of how we bring financial help to life for participants.

The Expertise and Skills You Bring

10+ years of comparable experience in financial services and / or technology including start-up and go-to-market experience; workplace investing experience preferred

Proven success defining and launching products and services from concept to scale in market using Agile methodology

Experience gathering customer and marketplace trends and translating to product strategy

Strategic marketing or product management experience, and are comfortable working across both marketing and distribution organizations to deliver customer value

Proven ability partnering with senior leaders to develop and execute strategic plans

Experience with UX design sprints, customer journey mapping, and strategic customer research and data analysis

Adept at synthesizing quantitative data and qualitative feedback, using a data-focused approach to understanding customer needs, translating strategic goals into action, and prioritize to improve value delivered

Analytical by nature with the ability to break down complex questions and data into well-structured analyses and communicating this back in simple, concise ways

Strong relationship building and business partnership skills, and can build credibility and trust with diverse stakeholders

Establish and maintain positive relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach

A learning and growth mindset with a real passion for solving customer problems and delivering engaging solutions

Have a “start-up” mindset, and comfortable navigating complex problems and ambiguous situations, helping to break things down into manageable and actionable parts

Platform mentality, building for scale and reuse across multiple experiences

A mentality which continually searches for improvements, asking “why are we doing it this way” to ensure that “we’ve always done it this way” doesn’t win the day.

Ability to synthesize and articulate complex issues/initiatives to a broad array of audiences.

Strong focus on execution and identify, communicate, and remove impediments to progress

Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building successful teams

The Team

You are a member of the One Stop Life Shop Neighborhood and Domain, and the Financial Wellness Product Area. You think and work across multiple Business Units, Domains, Neighborhoods, and Functions including Workplace Investing, Personal Investing, Marketing, User Experience Design, Content, Finance, Consumer Knowledge and Strategic Insights, Integrated Distribution, and Technology.

You work in partnership with Product Area leaders, Squad Leaders, and Chapter Leaders. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture.

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.