Job Description:

The Role

As the CRM Platform Squad Leader, you blend deep agile leadership skills and a platform mindset to drive the execution of new capabilities that will scale CRM experiences across Fidelity Wealth & Brokerage; digitally enabling our 23k sales, service & operations associates to meaningfully engage with customers & prospects.

You will work in partnership with the squad, Group Squad Leader and Chapter Leaders supporting the product area & key stakeholders whom derive value from CRM. You will encourage and enable the team to deliver industry-leading digital capabilities with scale & efficiency in mind. By modeling and promoting Fidelity and agile Leadership behaviors, you will create and sustain an inclusive agile culture.

The Expertise and Skills You Bring

• Bachelor’s degree required
• Agile Leadership Experience preferred
• Certified Scrum Product Owner or relevant experience desired, Pragmatic Marketing or Product Management certifications a plus
• 10 years of validated experience and/or digital product management
• 5 years of proven experience working with large scale Salesforce CRM implementation (Sales Cloud, Service Cloud, Financial Services Cloud, CRM Analytics)
• Experience working directly with sales, service & relationship management professionals; supporting deployment related activities and solution consulting
• Skilled at using data and insights to develop effective epics, stories & execution plans
• Strong communication, presentation and collaboration experience with business partners and customers alike
• Proven track record work with emerging technology capabilities, rapidly learning, and scaling innovative solutions
• Expert level knowledge working with various digital technology vendors, platforms and solutions
• You are truly customer-focused and dedicated to understanding and learning about customer/associate needs and requirements
• You exhibit strong cross-functional leadership and collaboration skills to navigate a matrixed environment with a range of priorities and perspectives
• You are comfortable leading, advising, and empowering team members without formal management authority
• You are skilled at running a highly diverse, non-co-located agile team
• You are comfortable working in a complex and fast paced environment
• You understand and have the skills for working across various technology platforms, Domains, Product Areas & Squads

The Team

This Squad is part of the Associate Digital Experience Product Area within Fidelity Wealth; focused on empowering customers and associates to thrive in a digital-first world through the creation of unified experiences, powered by scalable platforms. We are responsible for connecting our customers to our associates through Salesforce CRM, Digital Appointments, Content Management, Associate Profile and Desktop experiences.

Certifications:

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.