What are the responsibilities and job description for the Business Strategy Director, Self-Directed Investing position at Fidelity Investments?
Job Description
The Role
You’ll lead initiatives that are fundamental to growing Fidelity’s share of the vast and diverse self-directed investor market. You’ll become an expert in key customer markets by analyzing customer data, research and competitive intelligence; drive business growth through strategies that both meet the market needs of today and tomorrow; and execute short- and long-term plays in partnership with design, product, marketing, compliance, technology, digital and live channels.
The Expertise And Skills You Bring
You possess a strong passion for product development, innovation and strategic storytelling. You thrive in white or gray space and take initiative to figure it out and bring others along. You have a track record of mobilizing people from various teams toward a common objective through facilitative leadership, iterative thinking, and a collaborative workstyle. You have broad business knowledge of Fidelity’s diverse offerings for retail investors and the markets we serve; but you also think beyond traditional financial services and apply best digital product thinking to our work.
Additionally
The Team
Self-Directed Investing team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill or appetite.
Certifications
Category:
Business Strategy
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
You’ll lead initiatives that are fundamental to growing Fidelity’s share of the vast and diverse self-directed investor market. You’ll become an expert in key customer markets by analyzing customer data, research and competitive intelligence; drive business growth through strategies that both meet the market needs of today and tomorrow; and execute short- and long-term plays in partnership with design, product, marketing, compliance, technology, digital and live channels.
The Expertise And Skills You Bring
You possess a strong passion for product development, innovation and strategic storytelling. You thrive in white or gray space and take initiative to figure it out and bring others along. You have a track record of mobilizing people from various teams toward a common objective through facilitative leadership, iterative thinking, and a collaborative workstyle. You have broad business knowledge of Fidelity’s diverse offerings for retail investors and the markets we serve; but you also think beyond traditional financial services and apply best digital product thinking to our work.
Additionally
- Experience driving customer analysis and research through hypothesis driven critical thinking
- Experience leading end-to-end experiments from hypothesis through design / develop through measurement
- Strong communication skills that help align partners and stakeholders and inspire confidence
- Investment strategy knowledge / relevant certifications a plus
The Team
Self-Directed Investing team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill or appetite.
Certifications
Category:
Business Strategy
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
