Job Description:
The Role
We are looking for a Director of Product Strategy to join our PB Optimize organization. You will partner with colleagues across strategy, product, leadership, and business partners to drive several initiatives focused on development, execution, and communication of our Prime Services and PB Optimize product strategy. Our goal is to enhance our technology solutions and product offerings, drive client engagement, and support our Prime Sales efforts by promoting PB Optimize as a primary vertical in the value proposition of Prime Services and Fidelity Capital Markets.
The ideal candidate is passionate about collaborating across the organization, conceptualizing new ideas, and leading through influence.
The Expertise and Skills You Bring
- Experience in consulting or similar field with significant focus on financial analysis, product development, go-to-market strategy, and/or business case development
- Excellent verbal and written communication, with experience preparing materials for a variety of audiences
- Data-driven mindset and approach to identifying and sizing business opportunities
- Ability to partner with stakeholders and lead through influence
- Ability to understand and communicate regarding complex financial products and services
- Comfort with ambiguity
The Value You Deliver
- Collaborating with internal and external business partners to develop ideas into business cases, defining requirements and modeling economics
- Crafting materials to communicate initiatives to senior audiences
- Socializing ideas across various enterprise teams for stakeholder buy-in
- Tracking initiatives in product funnels and assisting with development and monitoring of product KPIs
The Team
PB Optimize is a portfolio finance and treasury technology solution that is transforming how hedge fund clients manage their assets. Since its launch in 2012, we have expanded to serve approximately 300 clients and we continue to grow. The team operates in a fast-paced and challenging competitive environment.
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. As a member of our Capital Markets organization, associates have a hybrid schedule with a requirement to work onsite in our Capital Markets office at least 3 days per week. Each month, there is also a requirement to work onsite for 5 consecutive days during two assigned weeks. These requirements are subject to change.
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, 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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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.
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 accommodations@fmr.com.
