Offering Lead, Specialty Savings & Lending
About The Position
Please Note: We are unable to provide visa sponsorship for this role. The Team Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime. The Specialty Savings & Lending product area manages the following products and capabilities: Products Cash Management Account (CMA) Retail Health Savings Account (RHSA) Education Savings (529) Securities Backed Line of Credit (SBLOC) Custodial Account (UTMA/UGMA) Attainable Savings Account (ABLE) Mortgage Home Equity Line of Credit (HELOC) Capabilities Bill Pay Direct Deposit Checks Cash Manager FDIC Sweep Program
Requirements
- Bachelor's Degree (MBA a plus) and at least 5+ years of experience in product strategy, consulting or similar background.
- Demonstrated experience in determining and achieving long range (1 yr/3yr/5yr) plans for your product.
- Strong analytical skills--data drives your decisions.
- Exceptional ability to partner with stakeholders and other product leaders.
- You are a problem solver.
Nice To Haves
- Experience within Financial Services industry would be a plus, but not a prerequisite.
Responsibilities
- Reporting to the Product Area Leader, the Offering Lead is accountable for the defining the long-term vision for scaling each product to maximize value-add to our customers and retail businesses, considering value proposition, service model, pricing, distribution, prioritization and capacity constraints
- Complete competitive analyses on an ongoing basis across our products and capabilities to understand emerging trends and determine needed features and/or enhancements
- Work closely with key partners (e.g., analytics team to turn data insights into opportunities and recommendations, research team to understand the needs and perceptions of our customers, product teams to partner in the design of end-to-end customer experiences)
- Partner with Product and Capability Leaders to understand gaps and customer pain points
- Evaluate viability and value of potential new products or features
- Build business cases for new products or features to ensure appropriate prioritization
- Craft s trong presentations to achieve consensus with multiple stakeholders
- Ensure strategic alignment with broader organizational objectives
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
