Fidelity Investments Header

Senior Manager, Loyalty Solutions

Boston, MA
Full-Time

Job Description

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.

PDN-9fb12b8e-1462-44c4-aeb5-c153778e5be4

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.

PDN-9fb12b8e-1462-44c4-aeb5-c153778e5be4

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
 

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

 

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Fidelity Investments
Senior Manager, Loyalty Solutions
Fidelity Investments
Boston, MA
Aug 22, 2025
Full-time
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