Director, Customer Solutions – Personalized Planning and Advice

Job Description

The Role

Bring your passion for leading work across organizational lines while playing a critical role in a Fidelity enterprise program within the Personalized Planning & Advice for Workplace (PPA W) product area. This team will be instrumental in building subject matter expertise in Managed Accounts capabilities working across Workplace & Retail.

We are looking for an established leader with experience in product development, business analysis, program management and the ability to collaborate across our Workplace and Retail business and technology teams. You will work to define product capabilities and go-to-market activities as part of a cross-business unit squad. You will collaborate across WI and Wealth business and technology teams applying your expertise in Agile and a passion for learning and integrating P&W capabilities.

• Develop deep subject matter expertise in Fidelity Managed Accounts, help to define/document use cases and requirements and validate successful implementation
• Engage on large and sophisticated initiatives with multiple partners to develop business requirements and implement
• Proactively resolve barriers and issues that inhibit short and long-term goals
• Present to all levels of management
• Continually evolve processes, policies and procedures to meet changing needs of the business
• Identify needs and opportunities for our high-value managed solutions prospects and customers
• Collaborate directly with Wealth, WI, Finance and Legal, Risk and Compliance, Strategic Advisors. A collaborative interaction with various levels throughout the organization and cross-functionality business partners is critical, especially as it relates to finding opportunities for rationalization, consistency and reuse
• A change agent, facilitating critical coordination across teams including planning, design and problem-solving
• Assist Squad Leader with developing a strong team that enables its members to work successfully within the Scrum framework
• Work with key partners to define product features and maintain awareness of internal and external market trends
  
  

Directors in Customer Solutions are highly motivated, “self-starters” with a sense of ownership, and the ability to effectively lead sophisticated product development. We’re looking for leaders who are passionate about helping plan participants learn and plan to meet their goals. Attributes that lead to success in this role include a high level of curiosity, tenacity to follow up on details to gain a complete understanding of problem, highly collaborative approach to work, a high level of engagement and ownership of outcomes.

Expertise And Skills You Bring

• Strong business knowledge of Fidelity’s Managed Account solutions, Planning & Guidance Center and Retail Workplace (preferred)
• Demonstrated commitment to cross-functional collaboration in agile, client-centric, fast-paced environment
• Proficiency in communication, both written and verbal
• Strong discernment and quick decision making
• Strong organizational skills, including prioritization and multi-tasking
• Helping the squad achieve specific and measurable KPIs/milestones to be defined
• Synthesizing complex data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way
• Think strategically – understand customer, business partner needs and prior learnings to inform strategy direction and ongoing decision making
• Good business judgement – understands and focuses efforts on key business priorities, thinks holistically, leverages business partners and focuses on return on investment
• Strong consulting orientation with a demonstrated ability to establish relationships and assist in coaching/educating fellow team-members
• Agile mentality and expertise working with agile teams
• Bachelor’s or equivalent
  
  

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.