Squad Leader – Digital Account Management

Job Description:

SQUAD LEADER – Digital Account Management

The Role

Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional technology delivery team?  We are recruiting a Squad Leader who blends product management, leadership, and planning expertise with a passion for delivering results. As an integral part of a Platform team, Squad Leaders contribute to the overall product area strategy as well as delivery of high-value features for Clearing & Custody clients. In an Agile structure, Squad Leaders partner with other Fidelity leaders to influence decisions, build integrated roadmaps, and guide the development of new features.  Squad Leaders work with a cross-functional team to deliver digital account management capabilities for our Custody, Clearing, and Fidelity Family Office Services (FFOS) intermediaries and their clients. Squad Leaders ensure alignment on the 'what' and 'when' through continuous planning and prioritization of a product backlog. Along with their squads, Squad Leaders work iteratively, innovating through testing and experimentation, learning from failures while celebrating success.

Expectation for the role include the following:

• Communicating priorities and goals, motivating the delivery team through clear articulation of value and impact
• Anticipating, discovering, and prioritizing client / partner needs
• Defining, evaluating, and communicating results against acceptance criteria
• Inspecting and evaluating progress, and removing impediments
• Measuring performance against established objectives and KPI’s that deliver on agreed upon business, technology, and people results
• Collaborating and coordinating with fellow Squad Leaders, Chapter Leaders, and Scrum Masters to enable associate growth, development, and learning
• Making informed trade-off decisions to strike the right balance between scope, quality, cost, and timelines
• Collaborating with dependent partners to align on delivery plans

The Expertise and Skills You Bring

• Bachelor’s degree in relevant field
• Series 99 (the FINRA certification must be obtained within 12 months)
• 5 years of software delivery experience and/or digital product management
• Proven experience delivering complex technical projects requiring collaboration and working across organizational boundaries
• Ability to collaborate and influence across different levels of the organization
• Ability to grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria
• Proven capability of leading, influencing, and motivating colleagues without formal authority, with a track record of building hard-working teams
• Supporting and enabling squad members to be effective, productive, and innovative
• Contributing to multiple projects / initiatives at once
• Agile experience preferred with knowledge of Jira and Jira Align
• Intellectually curious with a flexible attitude
• Thrives in a fast-paced environment, high standards for performance with a continuous improvement approach

The Team

The Digital Account Management product area is part of the Wealthscape Platform and Technology organization.  The team develops industry-leading end-to-end digital transaction experiences for Institutional clients.

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.

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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.