Financial Planning Tools Product Senior Manager

About the OpportunityJob Type: Permanent

Application Deadline: 29 November 2024

Title Research & Reporting Tools - Product Manager

Department Tools

Location UK or India

Reports To Senior Product Manager - Research & Reporting Tools

Level Level 6 - Senior Manager

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Tools team and feel like you’re part of something bigger.

About your team

The Chief Investment Office, Multi National Corporations and Advisory Group is formed of 4 core functions providing support across channels within the Global Platform Solutions (GPS) business area. The aim of this function is to Deliver outstanding product solutions for our Advisor and MNC clients, and leverage the strength of Fidelity's investment expertise to add value for them The 4 core functions are:

• Chief Investment Office - responsible for leveraging the strength of Fidelity’s investment expertise
• Multi National Corporations and Adviser Product - responsible for delivering outstanding product solutions for our Adviser and MNC clients
• GPS Policy and Oversight - responsible for product management and implementation across our workplace pension products and for engaging with the government, regulatory and industry bodies in the development and analysis of pensions policy. 
• GPS Tools responsible for interactive tools and calculators, governance and mandatory change in relation to those digital experiences

About your role
Reporting to the Senior Product Manager - Research & Reporting Tools, you will be responsible for optimising customer and member experience for research and reporting tools. You will collaborate with the business to expand existing capabilities across multiple digital touchpoints to drive growth in usage and net promoter score. 

You will be responsible for creating and owning the research and reporting tools’ roadmap for the tools you have ownership for, based on customer needs and value to the business. Create business cases for new tools development and influence stakeholders to gain buy-in and deliver change at pace. You will lead the product development to ensure seamless customer/member experience, funnel optimisation based on Adobe Analytics, Adobe Target and drive usage through marketing campaigns. You will be accountable for monitoring reporting tools performance and coming up with ideas to optimise the funnel and convert valuable traffic.

In this influential role, you will establish an operating model for the tools you own to drive improvements, deliver commercial benefit and close the gap in customer, member and advisor expectations. You will collaborate with colleagues across propositions, compliance, digital, model risk and marketing to create product plans that meet the needs of users across all channels and be the driving force to prioritise and deliver required changes.

You will be accountable for end to end testing and regular updates to the research tools to ensure they are compliant and deliver fair customer outcomes.

Where required, you will be asked to support the wider team, take on projects related to retirement tools and deputise for Senior Product Manager - Research & Reporting Tools in business forums

Key responsibilities

• Use market insights, competitors analysis and our internal data sources such as Adobe Analytics and Adobe Target to understand the needs of customers and advisors
• Proactively create tools roadmap, harnessing the insights, focused on mandatory change, commercial benefit, strategic alignment and brilliant customer & advisor outcomes.
• In collaboration with the leadership team, establish an operating model and ways of working for maintaining GPS research tools across all channels.
• Act as Product Owner within Illustrations & Capital Gains scrums to ensure the backlog is aligned to strategic tools priorities and drives improved customer & advisor experiences.
• Continuously identify opportunities to simplify, digitalise, improve and manage our tools and deliver effortless customer, member & advisor experiences. Ensuring our tools are easy to use, intuitive and drive strong conversion into action.
• Use customer & advisor insights, Adobe Analytics and Adobe Target to optimise funnels, improve journey performance into and from Tools, and prove test and learn culture.
• Proactively manage risks associated with your tools, including developing a strong relationship with risk, compliance and production support teams to close risks at pace.
• Work closely with Model Owners, Developers and Model Risk to ensure the underlying models are robust and well maintained. In some cases, you may be the Model Owner and will need to ensure that the Model is fit for purpose, reviewed and documentation in place.
• Provide SME support for the assumptions updates and maintenance of product sheets for your tools.
• Some of our research tools use 3rd party vendors either for development or for inputs and you will be responsible for working with procurement and vendors to develop and maintain tools. You will ensure that any new supplier goes through the relevant procurement process and will feed into any relevant service review calls - representing your tools to ensure that there are no issues or risks from the use of that 3rd party vendor.

About you

• Experience in transforming end-to-end customer/advisor/member journeys with key focus on funnel management, conversion and driving NPS
• Passion for change with proven track record of managing complex delivery projects through scrums where ownership isn’t always clear and prioritising backlog based on value and strategic alignment
• Experience in delivering model-first digital products
• Strong interpersonal and people skills and the ability to build effective relationships with diverse stakeholders to champion the Tools agenda across the business and gain buy in
• Ability to collate insights & evidence to support the evolution of the tools performance, this includes competitor and market insights as well as Adobe Analytics and Adobe Target.
• Clear understanding of UX design and research frameworks and how to practically them to tools and journeys
• Ability to assign roles and responsibilities within a project and keep stakeholders accountable
• Critical thinking and ability to make difficult decisions
• Comfortable challenging the status quo and working under pressure while managing concurrent tasks against deadlines
• Strong ownership to drive change from inception through to execution
• Creativity - thinking outside the box to get change delivered in time whilst still meeting customer and regulatory requirements. The ability to identify and envision what the future of digital tools could look like.
• Self-starter, team-player, and requiring minimum oversight and guidance

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.