Job Description:
Fidelity's Workplace Investing (WI)/Healthcare (HCG) business units help employers offer successful benefit programs to improve their employees' overall well-being. WI/HCG offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and engaging employee experiences. WI/HCG is the market leader with ~30% market share serving 26K employer clients & 34M employees and administrating $3.0T in assets.
The Stock Plan Services Product Domain exists to focus and deliver upon the needs of our Stock Plan Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:
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- Delivering Customer Value: Listening and adapting to our customers' (Sponsors and Participants) needs to deliver the best SPS and NQ 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 market starts with reducing unit costs.
- Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.
As the SPS Product Offering Lead you blend broad product management expertise with a deep understanding of Equity Compensation Products to identify the product features that deliver the maximum business partner and/or customer value. You will help rationalize the strategic direction for the Domain by analyzing market/product feature gaps that will increase the value of our offering to current and prospective clients supporting future growth of our business versus our current priorities. You will analyze new business ideas and work with Product Areas leaders and technology partners in the agile model to assess the solution size as input into our portfolio priorities. In your role, you will be responsible for defining the SPS Domain Product story and interface with clients to share our focus areas and roadmap. You will focus on looking at the holistic offering including digital experiences and formulating a strategic point of view of how to maximize the deployment of our technology resources to maximize value to our business. You will interface with the sales organization and Fidelity Workplace Consulting to influence the nature of tactical solution deployed while driving alignment on how these will transition to the strategic SPS product offering over time. You will also assist with effective go-to-market routines to enable adoption of new features and services.
As the Offering lead you will manage the chapter area resources responsible for defining product features for our execution portfolio. You will work to support alignment of the product vision from initial business case through to feature decomposition to support agile delivery in the agile teams. You will further partner with the Chapter Area Leader to support a learning curriculum that will strengthen the Equity Compensation domain knowledge and business analysis functions that support success in delivery.
The Expertise You Have
- Bachelor's Degree required; MBA preferred.
- Series 7, 63 and 24 licenses preferred.
- 15+ years of financial services work experience
- Proven track record of defining a strategic product vision and creating business cases/idea screens for support.
- Experience engaging with executive and senior (C-suite) internal and external customers and partners.
- Experience defining complex product features spanning Workplace and Brokerage Capabilities
- Financial services experience, with brokerage experience a plus
The Skills You Bring
- Experienced and inspirational people leader, skilled at setting strategic direction across multiple products, segments, and experiences engaging internal/external partners to drive alignment on a product vision.
- Executive level experience leading the definition of broad, complex, feature set and product offerings aligned with and in support of the strategic direction of the organization.
- Robust decision making supported by data-focused approach that drives feature prioritization, in day-to-day leadership and strategic tradeoff analyses.
- Strong 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 firm.
- Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion.
- Ability to create an inclusive culture that encourage diversity of thought, drives debate, and encourages all to unlock their potential on behalf of our clients.
The Value You Deliver
- Strong product management experience including offering design, value proposition definition, customer engagement strategy and associated go-to-market functions to ensure success of feature deployments.
- Dedication to serving our clients and their participants-listening to client's feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.
- Proactively partnering with the External Clients, SPS Leadership Team, other Domain, Tribe, Chapter Area, COE, and Team leaders to:
- Understand market gaps and/or the needs of customers and business partners.
- Define and analyze business opportunities associated with new feature delivery.
- Drive alignment on feature definition and associated market priorities to delivering on strategic priorities and value.
- Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities
- Sharing relevant insights, knowledge, and developments across the Domain
- Advocate for Stock Plan customer needs with partner teams across multiple domains, business units to gain alignment on an E2E vision supporting Stock Plan customer needs.
- Encouraging continuous learning and development, a growth attitude and increased skill proficiency
- Leading innovative growth strategies as part of Fidelity's highest critical initiatives (e.g., Fidelity Neighborhoods), and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms
- Working with Product Area Leaders, Portfolio Strategy team and chapters to optimize technology roadmaps on the highest value features
Certifications:
Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA
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.
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.