About The Position

The Product Manager for the Forms, Content Management and Design team within Client Experience Strategy and Enablement is responsible for the development, implementation, and ongoing management of forms, legal disclosures, and other product-specific collateral for IWMS. This role will guide the rollout of updates on various platforms, aiming to improve client experience and meet regulatory timelines. The Product Manager will partner across Fidelity to ensure content is compliant, accurate, and available on required channels, offer subject matter expertise, deliver updates by requested timeframes, support new product rollouts, and assist various tech teams and/or vendors that use our content. The role also involves applying influence and communication skills to develop strong relationships across the organization and managing internal and external communications regarding updates and deployment, while seeking opportunities to drive efficiencies across processes.

Requirements

  • BS degree and/or 5-7 years of experience in the financial services industry, ideally within financial communication, and/or engaging directly with custody and clearing clients.
  • Strong communication and overall project management skills.
  • Excellent organizational skills in prioritizing and leading multiple projects at once, while ensuring deadlines are met in a fast-paced environment.
  • Communicating project statuses to ensure all stakeholders are aware of progress and their actionable tasks.
  • Ability to work collaboratively across Fidelity Enterprise, by possessing strong influencing skills and maintaining productive long-term working relationships.
  • A solid insight into Fidelity products and services, the competitive landscape of the brokerage industry, and familiarity with the intermediary marketplace.

Nice To Haves

  • Proficiency with Adobe products, eReview, Jira, Confluence, Sharepoint, and/or WorkFront a plus.

Responsibilities

  • Development, implementation, and ongoing management of forms, legal disclosures, and other product-specific collateral for IWMS.
  • Guide the rollout of updates on various platforms.
  • Improve client experience.
  • Meet regulatory timelines.
  • Ensure content is compliant, accurate, and available on required channels.
  • Offer subject matter expertise to both internal business partners and external clients.
  • Deliver updates and changes by requested timeframes, with adherence to regulatory deadlines.
  • Support new product rollouts and firm initiatives.
  • Assist various in-house and third-party tech teams and/or vendors that use our content for their platforms.
  • Apply influence and communication skills to develop strong, positive relationships across the organization.
  • Manage internal and external communications regarding updates and deployment.
  • Seek out opportunities to drive efficiencies across processes.
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