Director , Wealth Management & Retirement Offerings

Job Description:

The Role

Join us in defining and implementing a strategic vision for evolving Fidelity's 'team-based' advice model! The Hybrid Advice Team is seeking a Director with a strong product management background and track record of driving solutions from conceptualization to delivery. The Director will be a core member working within a Commercialization team that drives strategy through defining the problem, assessing data, analyzing needs, and bringing a client-centric lens to the development of a solution.

This person is a leader who is passionate about digital engagement and delivering unparalleled customer experiences and can easily engage and navigate across-team and domain partnerships to deliver outstanding customer value. The position combines big-picture vision with practical execution, making it an excellent opportunity for candidates passionate about helping our clients achieve their financial goals. Responsibilities include:

• Identifying and defining intuitive digital client experiences for Fidelity's Robo and Hybrid Managed Account clients.
• A/B testing & optimizing to improve the efficiency of personalization & digital experiences.
• Analyzing data, generating reports, and communicating findings to advise decision-making.
• Collaborating with product managers, business partners, marketing, and our client-facing associates to define project goals and requirements.
• Being a self-starter who is comfortable with ambiguity in a constantly evolving environment.

• Bachelor's degree or equivalent with 10-12+ years of experience, 6+ years in financial services. MBA a plus.
• Staying close to the customer and understanding and anticipating customer needs.
• Proven record of creating digital experiences that make it simple for customers to understand and engage with offerings.
• Thinking strategically about end-to-end experiences, implementation, and measurement.
• Strong passion for iterative learning and delivering results.
• Dynamic and forward-thinking with a willingness to pivot, learn new things, and navigate new environments with confidence.
• Strong verbal and written communication skills with the ability to craft and present successful presentations using PowerPoint.
• Enables work across business units and teams to ensure the best client experiences. Skilled at building credibility and trust with diverse partners.
• Able to be persistent in the face of challenges and maintains a positive outlook.
• Proven product and project management skills and driven to own several initiatives at once.
• Willing to think beyond traditional financial services to identify outstanding experiences that can be brought to Fidelity.