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Senior Manager, Loyalty Solutions

Fidelity

Fidelity

smithfield, ri, usa · Boston, MA, USA
Posted on Aug 21, 2025

Job Description:

The Loyalty Solutions team plays a critical role in creating and delivering solutions and capabilities that drive client loyalty, engagement and customer development across Brokerage, Wealth and Workplace. The Senior Manager of Loyalty and Rewards Programs supports the creation of client development and/or loyalty experiences that reward desired behaviors and outcomes and recognize milestones achieved. Reporting to the VP of Accelerating Customer Development, Appreciation and Recognition, this role will work in close partnership with Commercialization, Marketing and Delivery Teams across Wealth, Brokerage and Workplace. The successful Senior Manager will possess a 'one Fidelity' customer attitude, a collaborative approach, strong attention to detail and execution-mindset.

Role Summary:

The Senior Manager of Loyalty Solutions will support the commercialization efforts for rewards, incentives and recognition for aligned Product Area(s) or Domains. They will bring market and industry knowledge to understand customer needs and expectations, changes in markets and competitors. This role will partner across multiple Commercialization, Delivery and Marketing teams to build and support use cases designed to drive customer development and loyalty outcomes. They will partner closely with the VP of Accelerating Customer Development, Appreciation and Recognition and the two Directors on the team, to define, document, launch and socialize learnings from the use case development.

The Value You Bring

  • Collaborate with business and marketing team members in the building of business plans inclusive of revenue modeling, pricing, and expenses while jointly setting priority, sequencing and phasing of deliverables, and defining the go-to-market strategy with key value propositions

  • Creates and maintains project schedules to track deliverables and timelines for the cross-functional Loyalty team.

  • Support execution plans for use cases inclusive of business requirements, customer journey mapping, solution development and insights and findings.

  • Support use cases from end to end managing in production activities including client, rep and business lead feedback and field readiness and support

  • Deliver on Programs/Projects consistently, on time with high quality through strong partnership with delivery, analytics and marketing teams reflecting multiple stakeholder needs

  • Ability to partner closely with Loyalty Directors and Delivery team members to define detailed requirements to support use cases. Translate needs of the business to technical requirements in partnership with Delivery leaders.

  • Maintain detailed documentation across our shared platforms, provide follow up notes and next steps and be the source of truth of the Loyalty Solutions strategy team

The Expertise and Skills You Bring

  • Bachelor’s degree required with significant coursework in business, marketing, and/or finance

  • 3-5 years of general marketing, product development, loyalty/CRM, and/or strategy experience, ideally in financial services

  • Self-directed with strong facilitation skills that empower cross-functional teams by planning and prioritizing work, providing clear direction, and maintaining clear communications with team members and partners

  • Forward-thinker who quickly understands the context and develops solutions, drafts scenarios, develops requirements and builds overall business case, roadmap and implementation plan

  • Excellent written and verbal communications, attention to detail and ability to implement standard documentation practices

  • Thrives in a fast-paced, deadline driven environment

Certifications:

Category:

Marketing

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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 associates 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.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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 Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment

Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.

Giving back to our communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,500 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
  • Supported more than 433,000 unique charities around the world.
  • Since its inception, more than $100 billion has been given to public charities.

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