Manager, Specialty Savings & Lending

Fidelity • Boston, MA

8d

About The Position

The Specialty Savings & Lending team, within Wealth Customer Insights & Offerings, manages a diverse portfolio of products and capabilities that help Fidelity customers save, spend, borrow, and manage their financial lives. The portfolio includes Cash Management Accounts (CMA), Retail Health Savings Accounts (HSA), Education Savings (529), Securities-Backed Lines of Credit (SBLOC), Custodial Accounts (UTMA/UGMA), Attainable Savings Accounts (ABLE), mortgages, Home Equity Lines of Credit (HELOC), and payment capabilities. These offerings help deliver customer value, deepen client relationships, and support Fidelity’s Wealth businesses.

In this individual-contributor role, you will support product and business strategy activities across the portfolio. You will analyze markets and customer needs, assess potential product opportunities, and develop recommendations and business cases to inform strategic priorities and investment decisions. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite requirements vary by role and location and may evolve; this transition does not apply to fully remote roles.

Fidelity will not provide immigration sponsorship for this position. The base salary range is $66,000–$125,000 USD per year; placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Base salary is only part of the compensation package, which may include bonus or other variable compensation depending on position and eligibility. The application window closes when the position is filled or unposted. Applicable laws and regulations may restrict Fidelity from hiring or associating with individuals with certain criminal histories.

Requirements

• Bachelor’s degree or equivalent professional experience.
• At least 5 years of experience, ideally in product strategy, business strategy, consulting, financial services, market research, analytics, or a related field.
• Strong analytical and problem-solving skills, including the ability to synthesize complex information into actionable insights and recommendations.
• Ability to manage multiple priorities and help drive initiatives in a fast-paced, dynamic environment.
• Exceptional communication, presentation, and storytelling skills, with experience influencing stakeholders.
• Demonstrated ability to build strong cross-functional partnerships and collaborate.

Responsibilities

• Conduct ongoing competitive and industry analysis with Product Leaders to identify emerging trends, product enhancements, and innovation opportunities.
• Partner with Analytics, Customer Research, Product, and Business teams to translate customer insights into actionable recommendations and strategic priorities.
• Partner with Product and Capability Leaders to understand customer pain points, operational gaps, and growth opportunities across the product portfolio.
• Assess the feasibility, customer value, and business impact of new products, features, and enhancements.
• Develop data-driven business cases to support investment decisions and prioritization efforts.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources to develop your career
• Bonus or other variable compensation may be included depending on the position and eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager