Job Description:
The Role
The Wealth Solutions Strategy & Insights team is seeking dynamic, customer-centric leader with a deep understanding of the industry to drive business and product strategy, evaluate and launch innovative solutions, and spearhead cross-functional initiatives to accelerate growth and scalability!
The Director leads and participates in large-scale initiatives, defining new solutions, associate requirements, service models, and platforms. It involves close collaboration with various teams within Wealth Solutions, Distribution leadership, Finance, Financial Solutions, Strategic Advisers, Legal, Risk, and Compliance. The Director will:
- Evaluate competitive and industry trends, client needs, and business metrics to inform strategic decisions, set priorities, and create compelling presentations.
- Create and implement solutions that align with industry trends and client opportunities, focusing on new asset pools, distribution models, and comprehensive household financial management.
- Work with key Fidelity teams to deliver best-in-class financial planning and investing experiences for our customers.
- Partner with Finance and business line teams to develop pricing strategies for new offerings.
- Engage with Distribution contacts to gather feedback on existing products and experiences and identify future opportunities.
The Expertise and Skills You Bring
- Bachelor's Degree with 12 + Years experience in financial services, whether in client-facing roles, home office positions, management consulting, or digital strategy.
- Shown Strategic Leadership with demonstrated success in strategy development and planning, with a strong ability to define, test, iterate, and deliver exceptional customer solutions.
- Deep understanding of Wealth Management and Financial Services, with a preference for experience in the Wealth Solutions space.
- A proactive self-starter who flourishes with solving critical initiatives, handling multiple priorities in a fast-paced environment, and consistently achieving business results.
- Ability to build credibility and trust with a diverse range of partners, effectively influencing outcomes.
- Expertise in using data to inform decisions and drive business success.
- Strong written and verbal communication skills.
Note: Fidelity will not provide immigration sponsorship for this position
The Team
Fidelity’s Wealth Solutions Domain develops solutions that helps millions of Americans to enhance their financial portfolios, invest towards their goals, and feel secure during complicated times. Our Strategy and Insights team is a dynamic, multi-functional group responsible for:
- Crafting comprehensive strategies that guide our initiatives.
- Identifying and cultivating new opportunities beyond our core business.
- Delivering valuable customer data and insights to inform our Wealth Solutions Domain.
Certifications:
Category:Product Management
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.
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
