Job Description:
Workplace Investing (WI) is Fidelity's retirement services business which helps over 24k employers lead a successful benefits program, to improve overall well-being to over 43 million employees. WI offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, exceptional service, and an engaging employee experience. The Workplace Retirement Product Platforms Domain exists to focus on and deliver upon the core retirement product and platform capabilities needed by Clients and their Participants. The Domain focuses on four major tenets in operating principles and design decisions:
- Delivering Customer Value: Listening and adapting to our customers (Sponsors and Participants) needs to deliver the best retirement experience
- Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets
- Driving Scale and Efficiency: The opportunity to bring value in our markets with reducing unit costs
- Diversity and Inclusion: Celebrating differing voices and perspectives in our products and people.
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As the WI Domain Leader for Retirement Product Platforms, you blend broad product and technology management expertise with an obsession for delivering business partner and customer value. You will set the strategic direction for the Domain and ensure continued alignment and prioritization in the work being delivered. You will collaborate with other leaders to align on and prioritize strategic objectives and initiatives within your business and across Fidelity.
Within an agile structure, you will be responsible for a group of Product Area Leaders, Chapter Areas, and Teams, oriented around strategic goals, customer segments, business partner or customer experiences, products and platforms. You will lead a team of senior product leaders who are focused on driving increased value through cross-functional squads consisting of dedicated chapter members with center of excellence support, as needed. As a Domain leader you will empower these Product leaders and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making.
You are committed to developing your own retirement industry and competitive knowledge to bring the latest thinking to your role and to empower others with that knowledge.
The Team
The Retirement Product Platforms Domain Leader manages a team of Product Leaders and will work in partnership with other Domain and senior leaders across Fidelity. By demonstrating and promoting Fidelity and agile leadership behaviors you will evolve and sustain an innovative agile culture.
The Value You Deliver
- Lead the core vision and strategy for retirement product platform capabilities
- Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities
- Proactively partnering with other Domains, Product Areas, Chapter Area, CoE and Team leaders to:
- understand the needs of customers and business partners
- establish objectives and critical metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results
- evaluate capacity needs and ensure access to and the best utilization of resources through alignment of ongoing prioritization, evolution of the domain
mission and customer sentiment and feedback
- remove impediments to delivering on strategic priorities and value
- Dynamic and inspiring Agile leader with a proven record of developing a strong culture and focusing on the development of a tenured team of professionals
- Encouraging continuous learning and development, a growth mindset and increased skill proficiency; shares relevant insights, knowledge, and developments across the Domain
- Directing innovative retirement product growth strategies as part of Fidelity's highest critical initiatives and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms.
- Provide thought leadership in partnership with Government Affairs to advocate on behalf of Fidelity and its customers
The Skills You Bring
- You are an experienced leader and an inspirational people leader, skilled at setting strategic direction across multiple products, segments, and experiences, and empowering, motivating and aligning others to deliver results to achieve that strategy
- You have executive level experience leading the development of broad, complex, innovative retirement product solutions and offerings aligned with and in support of the strategic direction of the organization
- You have effective communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the organization
- You have a passion for developing associates and an ability to attract and retain high performing individuals and teams, and a proven commitment to diversity and inclusion
- Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients.
- You have a continuous improvement approach and enable an agile way of working
- You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses
- You have strong resource and financial management competence and successfully establish and maintain alignment with budget commitments
- Dedication to serving our Retirement Plan Sponsors and Participants; listening to clients' feedback and driving higher level of engagement, simplifying their end-to-end experiences, and engaging them in a collaborative manner to set them up for better outcomes
The Expertise You Have
- Bachelor's Degree required; MBA preferred
- Series 7, 63 and 24 licenses required
- 15+ years of Retirement product/leadership experience
- Experienced Agile leader who is passionate about the retirement business and ensures the right culture, structure, process and people are in place to achieve business results
- Senior level experience leading multiple cross-functional teams across various products and technology platforms
- Experience engaging with executive and senior (C-suite) internal and external customers and partners
- Experience defining and leading sophisticated products and programs within the domain and across the business
- Financial services experience
Certifications:
Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.