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Director, Product Manager - Stock Plan Brokerage Integration

AT Fidelity Investments
Fidelity Investments

Director, Product Manager - Stock Plan Brokerage Integration

Boston, MA

Job Description:

The Role

As the Stock Plan Services (SPS) Director, Product Manager, also known as the Squad Leader, supporting Brokerage Integration you have a passion for delivering results within a fast paced, high growth business. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, define the resource requirements, set the mission, and bring the squad together to execute on specific results and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the "what" and "when" of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.

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This role will focus on creating & executing a product vision for stock plan product capabilities that integrate with brokerage technology to deliver assets to our wealth & brokerage businesses within Fidelity Investments and Fidelity International:

  • Orchestrating stock plan transactions through our modernized platform and through brokerage capabilities with consideration for the experiences of our key stakeholders - operational & contact center associates, plan participants, and our corporate client plan sponsors.
  • Management of trade & transfer restrictions, including at the lot level & for insider trading windows, in accordance with plan rules
  • Brokerage account opening & activation for stock plan participants inside & outside the US, through Fidelity Brokerage Services & Fidelity International
  • Bulk transfer of assets deposited to brokerage accounts

Responsibilities:

  • Defining, refining, and communicating the your team's mission to squad members and business partners to empower and rally support
  • Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad
  • Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results
  • Inspecting and evaluating progress, and removing impediments for your squad
  • Defining, presenting, and evaluating results against agreed acceptance criteria
  • Making informed trade-off decisions to strike the right balance between quality, cost, and timelines

The Expertise and Skills You Bring

  • 8-10 years of related product management experience, systems development, product development, and/or project/product management
  • Knowledge of Fidelity brokerage & institutional technology preferred
  • Knowledge of Stock Plans preferred
  • Bachelor's degree preferred
  • Financial services experience preferred
  • Agile experience preferred
  • You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered
  • You have a continuous improvement approach
  • You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress
  • You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams
  • You are intellectually curious and model a culture of learning and coaching

The Team

Stock Plan Services provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.

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.

Client-provided location(s): Boston, MA, USA; Smithfield, RI, USA; Merrimack, NH, USA; Westlake, TX, USA; Covington, KY, USA
Job ID: Fidelity-2103484
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

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