Director, Financial Planning & Advice

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2 Locations
In-Office
Fintech
The Role
Job Description:

The Role

Business Directors are essential in turning customer and business needs into actionable solutions, working with collaborators and teams to ensure products provide maximum value. As a director, you’ll be a core business member working within a cross-functional development squad. You will actively drive strategy by defining problems, assessing data, analyzing needs, and bringing a client-centric lens to the development of solutions.

This position combines big-picture vision with practical execution, making it an exciting opportunity for candidates passionate about innovation and financial technology! With a complete understanding of the digital product, their role is defined by the following responsibilities essential for successful outcomes:

  • User Stories and Acceptance Criteria
  • Requirements Gathering & Analysis
  • Legal, Risk, and Compliance Review and Approval
  • Testing and Validation
  • Customer Rollout Strategy, Planning, and Execution
  • Customer Data and Feedback Analysis and Reporting
The Expertise and Skills You Bring
  • Bachelor’s Degree with 10-12+ years of business analysis experience delivering customer or associate focused digital solutions of high value
  • Strong financial domain knowledge and investment experience
  • Client-obsessed and passionate about solving challenges through a data driven approach
  • Experience working in an agile team required
  • An affinity for technology and staying up to date on industry innovations
  • Able to identify dependencies across cross functional teams
  • Thinks strategically about end-to-end experiences, implementation, and measurement

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

The Team

The mission of the Client Investment Performance Experience squad is to deliver a best-in-class portfolio performance monitoring experience that improves engagement and satisfaction among our customers

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.

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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