Job Description:

The Role

Join us in defining and implementing a strategic vision for evolving Fidelity's 'team-based' advice model! The Hybrid Advice Team is seeking a Director with a strong product management background and track record of driving solutions from conceptualization to delivery. The Director will be a core member working within a Commercialization team that drives strategy through defining the problem, assessing data, analyzing needs, and bringing a client-centric lens to the development of a solution.

This person is a leader who is passionate about digital engagement and delivering unparalleled customer experiences and can easily engage and navigate across-team and domain partnerships to deliver outstanding customer value. The position combines big-picture vision with practical execution, making it an excellent opportunity for candidates passionate about helping our clients achieve their financial goals. Responsibilities include:

• Identifying and defining intuitive digital client experiences for Fidelity's Robo and Hybrid Managed Account clients.
• A/B testing & optimizing to improve the efficiency of personalization & digital experiences.
• Analyzing data, generating reports, and communicating findings to advise decision-making.
• Collaborating with product managers, business partners, marketing, and our client-facing associates to define project goals and requirements.
• Being a self-starter who is comfortable with ambiguity in a constantly evolving environment.

The Expertise and Skills You Bring

• Bachelor's degree or equivalent with 10-12+ years of experience, 6+ years in financial services. MBA a plus.
• Staying close to the customer and understanding and anticipating customer needs.
• Proven record of creating digital experiences that make it simple for customers to understand and engage with offerings.
• Thinking strategically about end-to-end experiences, implementation, and measurement.
• Strong passion for iterative learning and delivering results.
• Dynamic and forward-thinking with a willingness to pivot, learn new things, and navigate new environments with confidence.
• Strong verbal and written communication skills with the ability to craft and present successful presentations using PowerPoint.
• Enables work across business units and teams to ensure the best client experiences. Skilled at building credibility and trust with diverse partners.
• Able to be persistent in the face of challenges and maintains a positive outlook.
• Proven product and project management skills and driven to own several initiatives at once.
• Willing to think beyond traditional financial services to identify outstanding experiences that can be brought to Fidelity.

Note: Fidelity will not provide immigration sponsorship for this position

The Team

Fidelity's Wealth Solutions Domain develops solutions that empower millions of Americans to enhance their financial portfolios, invest towards their goals, and feel secure during complicated times. The Hybrid Advice Team is working to redefine Fidelity's 'team based' advice offering so that we can help more clients plan for and achieve their financial goals. This role sits within the Wealth Management & Retirement Offerings product area.

Certifications:

Category:

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.