Job Description:

The Role

We are seeking a motivated associate who is customer-centric and enjoys working with teams to deliver outstanding products and services related to Retirement . As America’s Retirement Leader, Fidelity has a full suite of offerings for these investors, and we have opportunities to drive growth and adoption. This role requires a high level of leadership and partnership across Fidelity. Responsibilities of the job will include the following:

• Leads, influences, and motivates colleagues without formal authority
• Owns several initiatives at once and able to work independently to complete tasks in high-quality, timely manner.
• Persistent in the face of opposition and maintains a positive, can do demeanor.
• Leads and identities strategy, product/service roadmap, and other key initiatives to improve the customer experience and drive product adoption
• Synthesizes complex data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way.
• Actively participates in defining requirements and expectations to help inform product strategy and roadmap
• Possesses business knowledge and general knowledge of the financial services industry plus familiarity with Retirement products/services strongly preferred.
• Demonstrates an ability to quickly learn retirement regulations and translate them into client-friendly experiences that are both compliant and easy to understand.

The Expertise and Skills You Bring

•  Bachelor’s degree with minimum of 8 years of professional experience and possesses good financial services experience. MBA is a plus.
• FINRA Licensing (Series 7, Series 63/66, Series 24, Series 9/10) is a plus but not a requirement
• Solid business knowledge and general knowledge of the financial services industry plus familiarity with Retirement products/services
• Embraces working within a team of associates with a diverse skills, including working directly with a Development Team, Marketing Team, Distribution/Sales Team, 3rd Parties, Legal Team, and other business partners
• Thinks beyond traditional financial services to drive outstanding experiences for our clients
• Shown experience in product management, project management, business analysis, data/systems analysis, and process improvement
• Business insight and analytical abilities that allows you to make decisions and define work based on data and client trends
• General understanding
• of financial services and voice of the customer
• Works and acts independently, multi-tasks, influences others, and maintains a positive can-do demeanor
• Strong client service, collaboration, communications, organization, and presentation abilities
• Possesses strong skills in JIRA, Mural, PowerPoint, and Excel

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Fidelity is one of the largest providers of investment services in the world. By demonstrating and promoting Fidelity leadership behaviors, you sustain and evolve our innovative work environment. The Retirement Offerings team’s goal is extend and defend our Retirement leadership by growing our share of assets and by making a significant difference in the lives of our customers by helping them save, transition and live in retirement confidently.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Product Management

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 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.