Lead / Senior Lead

Job Description:

Job Title: Lead / Senior Lead – Financial Solutions 

The Purpose of this Role

As Senior Lead, Financial Solutions, you will be responsible for developing financial solutions / products & methodologies that drives Fidelity’s advice business. You will also be responsible for the exploration of AI in the creation and delivery of financial solutions and advice and is expected to build the AI capability of the team. You are expected to be aware of all the latest development and research in the field of financial / retirement planning and advice and is expected to identify new business opportunities and create new solutions. You will partner with other Fidelity leaders across the organization (business, asset management, technology, legal) for end-to-end development for financial products and solutions and integration of those solutions within Fidelity’s existing advice and guidance ecosystem. 

How your Work Impacts the Organization

The Team 

The Financial Solutions team, part of Fidelity’s Personal Investing division, is the central team that develops financial solutions and planning methodologies offered to our retail and workplace customers. 

We help answer questions like “When can I retire?”, “Should I pay down my debt or invest?”, “What’s the real cost of leaving the workforce to care for a loved one?”, “How should I withdraw from accounts of multiple tax-registration in retirement?” etc.  The team also conducts research, provides thought leadership on a range of financial planning topics, and aids in investment product development. 

The Expertise You Have  

• Advanced degree in quantitative field (Masters, PhD) / Master in Operation Research 

• Strong knowledge of optimization 

• CFA / FRM / CPA / Actuary / MS Finance etc.  

• Strong knowledge of quantitative investment theories 

• Relevant years of experience in field of investment / asset management 

• Strong knowledge of Reinforcement Learning, and knowledge of the latest development in AI  

• Strong knowledge about US retirement system and taxation 

• Python / R / R shiny 

The Skills You Bring  

• Critical thinking with good judgment and initiative; ability to think across functions and product categories 

• Entrepreneurial mindset, strong problem-solving skill & ability to give mathematical structure to real world problems 

• Ability to function at a high level in a dynamic and challenging work environment 

• A passion for conceptualizing and delivering innovative financial products and solutions  

• Excellent communication skills and the ability to engage with both a technical and non-technical audience at various levels of the organization 

• Capable of leading, influencing, and motivating colleagues without formal authority 

• Establish and maintain unquestioning relationships as you work multi-functionally across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach 

• Intellectually curious and model a culture of continuous learning, mentoring and coaching 

• Committed to developing a balance of technology and non-technology skills in order to fully appreciate the broad needs of our customers 

The Value You Deliver  

• Assist in the creation of Fidelity's methodologies, points of view, and planning principles 

• Explore the application of AI in the development of methodologies for financial solutions 

• Explore customization of financial planning and advice 

• Work on mix of high priority business projects and longer-term strategic projects. 

Company Overview  

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.  For information about working at Fidelity, visit Fidelitycareers.com 

Fidelity Investments is an equal opportunity employer. 

Certifications:

Category:Data Analytics and Insights