Director/Consultant, Business Enablement, Lending Solutions

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Westlake, TX
In-Office
Fintech
The Role
Job Description:

Please Note: We are unable to provide visa sponsorship for this role

 

The Role 

Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions? 

We are seeking someone who enjoys working with internal and external teams to deliver outstanding Lending products! The associate will focus in the Specialty Savings & Lending Product Area within the Lending Squad, part of the Business Enablement Chapter.  This is an individual contributor role.

 Responsibilities of the job will include the following: 

  • Focus on improving the customer experience, expanding lending capabilities and vendor relationships, and innovating new experiences related to securities-backed and mortgage lending solutions. 

  • Active participation in defining requirements, understanding business & technology needs, and writing Agile stories to help advance the infrastructure and assist with system & process improvements 

  • Participating in and leading readiness and rollout activities related to production releases 

  • Performing business testing focused on new functionality, operational processes, and end user experience 

  • Implementing, measuring, and utilizing metrics & data to aid in identifying enhancement and improvement opportunities 

  • Participating in the prioritization of the squad work (in partnership with Squad Leader & Scrum Master) to deliver value based on an understanding of business and system needs 

  • Helping to conduct key research and analysis to prioritize squad work 

  • Production Support of active lending customers, including monitoring existing product health dashboards and responding to ad hoc client and associate requests 

The Expertise and Skills You Bring 

Expertise 

  • Bachelor’s degree or equivalent with minimum of 6-10 years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with bank lending solutions is a plus 

  • Familiarity with Agile process & tools & proven ability to translate business strategy into technical requirements 

  • Strong technical background with the ability to actively participate in detailed discussions and work through solution options with technology partners 

  • While the focus of this role is on delivery of experience improvements – this individual should possess the ability to think of the broader impact of changes and downstream work 

  • Embrace working within a team of associates with diverse skill sets, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners 

Skills 

  • Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends 

  • Has a strong affinity for business and systems analysis, data analysis, and system & process improvement work throughout the product development lifecycle 

  • Synthesizing requirements and business needs into full Agile stories 

  • Proven experience in product management, project management, analysis, and process improvement 

  • Possesses the ability to work & act independently, balance competing priorities, influence others, manage stakeholders, and maintain a positive can-do demeanor 

  • Strong collaboration, communications, organization, and presentation abilities 

  • Possesses strong skills in JIRA, Miro, PowerPoint, and Excel 

The Team 

Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers. 

Certifications:

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.

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

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.

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