Manager, Specialty Savings & Lending

Fidelity Investments•Boston, MA

2d•$66,000 - $125,000•Onsite

About The Position

The Specialty Savings & Lending team, within Wealth Customer Insights & Offerings, is responsible for a diverse portfolio of products and capabilities that help Fidelity customers save, spend, borrow, and manage their financial lives. Our portfolio includes: Cash Management Account (CMA), Retail Health Savings Account (HSA), Education Savings (529), Securities-Backed Line of Credit (SBLOC), Custodial Accounts (UTMA/UGMA), Attainable Savings Accounts (ABLE), Mortgage, Home Equity Line of Credit (HELOC), and Payment Capabilities. Together, these offerings play a critical role in delivering meaningful customer value, deepening client relationships, and supporting the growth of Fidelity's Wealth businesses. In this individual contributor role, you will support activities such as working with Product Leaders to conduct ongoing competitive and industry analysis, partnering closely with Analytics, Customer Research, Product, and Business teams to translate customer insights into actionable recommendations, assessing the feasibility of new products, and developing data-driven business cases.

Requirements

Bachelor’s degree or equivalent professional experience.
5+ years of experience, ideally within product strategy, business strategy, consulting, financial services, market research, analytics, or a related field.
Strong analytical and problem-solving skills, with the ability to synthesize complex information into actionable insights and recommendations.
Proven ability to manage multiple priorities and assist to 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 collaboration

Responsibilities

Work with Product Leaders to conduct ongoing competitive and industry analysis to identify emerging trends, product enhancements, and innovation opportunities amongst our offerings
Partner closely 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 that support investment decisions and prioritization efforts.