Full-Time

Director – Customer Solutions

Next Gen Retirement

Posted on 1/31/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Senior, Expert

Company Historically Provides H1B Sponsorship

Boston, MA, USA + 4 more

More locations: Westlake, TX, USA | Smithfield, RI, USA | Merrimack, NH, USA | Cincinnati, OH, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Product Management
Product
Required Skills
Agile
Word/Pages/Docs
JIRA
Data Analysis
Excel/Numbers/Sheets

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Ability to prioritize iterative product releases leading to a successful customer experience
  • Proficiency in various business analysis methodologies, including data analysis, uses case development, story writing, and user acceptance testing and product documentation.
  • Bachelor’s degree preferred
  • Agile mentality; experience with Jira or similar Agile backlog management tool preferred
  • Proficient in MS Word, Excel and PowerPoint
  • Strong leadership skills with an ability to lead with empathy to resolve conflicts
  • Outstanding listening, communication and facilitation skills
  • Strong negotiation and conflict resolution skills
  • Proven time management and organizational skills; able to balance multiple competing priorities
  • Excellent critical thinking, analytical and problem-solving skills
  • Ability to clearly articulate product vision and features
  • Ability to participate in technical discussions, help make technical trade-offs, and set criteria for Minimum Viable Product (MVP)
  • Ability to find opportunities to innovate and take thoughtful risks to get the work done better and faster
  • Negotiation, influencing and enterprise navigation capabilities
  • Strong consulting orientation with a demonstrated ability to establish relationships
Responsibilities
  • Review Sprint Goals at the end of every Sprint and provide sign off; has authority to accept or reject work done
  • Assist with quarterly planning activities and ongoing prioritization of squad backlog
  • Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives
  • Participate in defining product vision, roadmap and growth opportunities
  • Identify, define and articulate strategic product initiatives/roadmaps for the squad
  • Effectively present information and roadmap progress to Tribe and Domain leadership
  • Assist Squad Leader with developing a strong team that enables its members to work successfully within the Scrum framework
  • Assist with the elaboration of Epics, Themes and Features into user stories that are granular enough to be achieved in a single sprint
  • Backlog management and prioritization
  • Understand Workplace Investing business and organizational structures
  • Identify business needs and improvement opportunities; develop use cases and propose solutions
  • Work with key partners to define product features and maintain awareness of internal and external market trends
  • Actively manage partner expectations and maintain strong communication throughout each release
  • Establish and facilitate meetings to include demos of sprint deliverables and impact analysis results
  • Lead organizational readiness activities, addressing obstacles and opportunities related to product delivery
  • Convey business value of technology initiatives to Scrum team members including QA and Development resources
  • Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion
Desired Qualifications
  • Bachelor’s degree preferred
  • Agile mentality; experience with Jira or similar Agile backlog management tool preferred

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and widgets that deliver real-time market data, news, and trading tools, such as the Fidelity Market Monitor for Glass and the Fidelity app for Windows Phone 8. Unlike competitors, Fidelity focuses on integrating new technologies and user-friendly designs to enhance the investment experience. The company's goal is to empower individuals to make informed financial decisions and effectively manage their investment portfolios.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement