Job Description:
Please Note: We are unable to provide visa sponsorship for this role.
The Team
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
The Specialty Savings & Lending product area manages the following products and capabilities:
Products
Cash Management Account (CMA)
Retail Health Savings Account (RHSA)
Education Savings (529)
Securities Backed Line of Credit (SBLOC)
Custodial Account (UTMA/UGMA)
Attainable Savings Account (ABLE)
Mortgage
Home Equity Line of Credit (HELOC)
Capabilities
Bill Pay
Direct Deposit
Checks
Cash Manager
FDIC Sweep Program
The Expertise You Bring:
Bachelor's Degree (MBA a plus) and at least 5+ years of experience in product strategy, consulting or similar background.
Demonstrated experience in determining and achieving long range (1 yr/3yr/5yr) plans for your product.
Strong analytical skills--data drives your decisions.
Exceptional ability to partner with stakeholders and other product leaders.
You are a problem solver.
Experience within Financial Services industry would be a plus, but not a prerequisite.
Role Responsibilities:
Reporting to the Product Area Leader, the Offering Lead is accountable for the defining the long-term vision for scaling each product to maximize value-add to our customers and retail businesses, considering value proposition, service model, pricing, distribution, prioritization and capacity constraints
Complete competitive analyses on an ongoing basis across our products and capabilities to understand emerging trends and determine needed features and/or enhancements
Work closely with key partners (e.g., analytics team to turn data insights into opportunities and recommendations, research team to understand the needs and perceptions of our customers, product teams to partner in the design of end-to-end customer experiences)
Partner with Product and Capability Leaders to understand gaps and customer pain points
Evaluate viability and value of potential new products or features
Build business cases for new products or features to ensure appropriate prioritization
Craft strong presentations to achieve consensus with multiple stakeholders
Ensure strategic alignment with broader organizational objectives
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
Certifications:
Category:
Product ManagementApply
All fields are required.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Hybrid work schedule
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 all business days of every other week in a Fidelity office.
Applicant screening
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.