Job Description:
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Fidelity Personal Investing’s Tax-Exempt (TEM) Domain is seeking an ambitious leader with a passion for engaging partners across both Personal and Workplace (PW) Investing to pioneer a new suite of offerings critical to growing TEM’s market share and improve our competitive positioning now and in the future. You will be a member of the TEM Product and Strategy group, and specifically the TEM Core commercialization team, building new offerings for non-profit clients <$100M in assets. You will bring deep market and industry knowledge to understand customer expectations, changes in markets and competitors. You will be responsible for leading the vision and development of the offering roadmap to 'unlock' more of the market opportunity, proactively identifying product, service model, legal, and technology requirements to create scale. You will consult with business unit leaders from across PW to validate these requirements, test and refine the solution, and launch this solution into the TEM Core market.
The Expertise and Skills You Bring
- Lead visioning, development, go-to-market plans for future TEM Core offerings
- Oversee complex product builds by tracking the status, dependencies, priority, and progress of that work, escalating items where necessary to leadership
- Evaluate our market, sub-industries, and client pipeline through demonstrated financial modeling and data analysis skills to identify untapped opportunities
- Synthesize complex data from multiple, disparate sources and present analysis, relevant insights, and themes in a simple/clear way
- Demonstrate the ability to balance big picture thinking about our market and industry with a get it done, execution-oriented can-do attitude
- Demonstrate consulting capability to build credibility and trust with diverse partners and influence without authority
- Understands and regularly responds to feedback
- Significant business understanding of the firm and strong working knowledge of agile practices, excellent written and oral communication
- Bachelor’s degree or equivalent with 10+ years of experience
The Team
TEM provides retirement plan services to benefits leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges & universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developers.
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.
Similar Jobs
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.
