Director, Customer Solutions Personalized Planning and Advice

Fidelity Investments • Boston, MA

287d • Hybrid

About The Position

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.

Requirements

• 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

Responsibilities

• 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
• Facilitate 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree