Fidelity will not provide immigration sponsorship for this position.
Job Description:The Team
The Specialty Savings & Lending team, within Wealth Customer Insights & Offerings, is responsible for a diverse portfolio of products and capabilities that help Fidelity customers save, spend, borrow, and manage their financial lives.
Our portfolio includes:
- Cash Management Account (CMA)
- Retail Health Savings Account (HSA)
- Education Savings (529)
- Securities-Backed Line of Credit (SBLOC)
- Custodial Accounts (UTMA/UGMA)
- Attainable Savings Accounts (ABLE)
- Mortgage
- Home Equity Line of Credit (HELOC)
- Payment Capabilities
Together, these offerings play a critical role in delivering meaningful customer value, deepening client relationships, and supporting the growth of Fidelity's Wealth businesses.
The Role
In this individual contributor role, you will support the following activities:
- Work with Product Leaders to conduct ongoing competitive and industry analysis to identify emerging trends, product enhancements, and innovation opportunities amongst our offerings
- Partner closely with Analytics, Customer Research, Product, and Business teams to translate customer insights into actionable recommendations and strategic priorities.
- Partner with Product and Capability Leaders to understand customer pain points, operational gaps, and growth opportunities across the product portfolio.
- Assess the feasibility, customer value, and business impact of new products, features, and enhancements.
- Develop data-driven business cases that support investment decisions and prioritization efforts.
- Bachelor’s degree or equivalent professional experience.
- 5+ years of experience, ideally within product strategy, business strategy, consulting, financial services, market research, analytics, or a related field.
- Strong analytical and problem-solving skills, with the ability to synthesize complex information into actionable insights and recommendations.
- Proven ability to manage multiple priorities and assist to drive initiatives in a fast-paced, dynamic environment.
- Exceptional communication, presentation, and storytelling skills, with experience influencing stakeholders.
- Demonstrated ability to build strong cross-functional partnerships and collaboration
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:Category:Business AnalysisSkills Required
- Bachelor’s degree or equivalent professional experience
- 5+ years of experience in product strategy, business strategy, consulting, financial services, market research, analytics, or a related field
- Strong analytical and problem-solving skills, including synthesizing complex information into actionable recommendations
- Ability to manage multiple priorities and help drive initiatives in a fast-paced environment
- Exceptional communication, presentation, storytelling, and stakeholder-influencing skills
- Demonstrated ability to build strong cross-functional partnerships and collaborate effectively
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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.
