Job Description:

The Role 

The Investment Planning Squad Leader within the Planning & Advice Services Product develops and maintains a clear, client-centric Product strategy, vision, and experience along with the right set of enabling applications/capabilities. The success of the Product Area will be measured by the depth of engagement by clients as well outcomes – such as the positive steps our clients have taken after engaging with the offerings/experiences the squad develops. The Squad Leader has autonomy to prioritize which experiences, capabilities and features are to be developed based on understanding of our client’s needs and what the team believes regarding how best to support those needs through the end-to-end experience. The role helps to craft new user experiences (journeys), developing improved follow-up and alerting capabilities and furthering integrations with enabling technologies such as AI & chat/virtual assistant. 

An individual who is successful in this role understands and consistently delivers in the following areas: knows the competition inside and outside the financial services space in order to help think about future innovations and creative product design; actively quantifies, prioritizes and leads day-to-day capacity (squad backlog); listens intently to client and product feedback and actively improves their offering to better serve our target market; and understands how to craft, develop and maintain innovative solutions / experience over time. 

The Expertise and Skills You Bring 

College Degree; Advanced Degree preferred; Experience within financial services, data analytics and financial planning; CFA or similar certification preferred.

B2C user experience design and offering / product development

Fields client research and conducting needs analysis to better understanding client needs and what our client’s value

Crafts end-to-end client journeys and experiences to address key client health & wealth needs

Technology and application development experience – front-end development and integration with backend systems

Identifies and works with data to analyze and drive fact-based decision-making

Uses data analytics, data science and artificial intelligence areas (AI model development, deployment; Using AI to drive valuable insights)

Has a fact-based approach to knowing our clients, you translate those needs into priorities and strategic objectives to improve the client-value delivered

Finds opportunities to continuously improve and is a hard-working adopter of the Agile way of working

Leads, influences, and motivates colleagues without formal authority, and has a track record of building hard-working teams

Intellectual curiosity and model a culture of learning and mentorship

Passion for financial planning to help individuals reach their financial goals.

The Team 

The Investment Planning squad sits within Fidelity’s Personal Investing Wealth 

Management business unit. The Wealth Management team is passionate about “democratizing” wealth management. The squad will seek to bring together capabilities related to Investment Planning and Investment Analytics to help clients make informed investment decisions day-to-day within their portfolio. New product/offering experiences and capabilities will help us to better serve our clients – meeting their core investment / portfolio needs – while providing clear, intuitive and specific next steps on how to better position their portfolio to accomplish their short-term and long-term financial objectives. 

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.