Demo

Director, Customer Solutions - Lifetime Financial Help

Fidelity Investments
Fidelity Investments Salary
Merrimack, NH Full Time
POSTED ON 9/16/2025
AVAILABLE BEFORE 10/15/2025
Job Description

The Role

As a Director, Customer Solutions you will work within the Lifetime Financial Help Product Area as a member of the Customer Solutions Chapter. Along with the Retirement Income Squad Leader, you will focus on enabling new retirement features and offerings in a complex environment which requires collaboration with a broad array of internal partners. Directors in Customer Solutions must be highly motivated leaders, “self-starters” with a sense of ownership, and a strong desire to succeed.

The Expertise And Skills You Bring

  • Ability to identify, define and articulate strategic product initiatives/roadmaps for the squad
  • Building positive relationships with partners in a highly matrixed organization and having the ability to influence and inspire colleagues across the organization without formal authority
  • Effectively present information and roadmap progress to Product Area and Domain leadership
  • Accountability in ensuring the features delivered meet customer needs and bring the product vision to life
  • Self-starter who can translate strategic goals and ideas into action quickly, conceptualizing, developing and delivering strategies that meet customer needs
  • Strong technology background with the ability to actively participate in detailed discussions, helping make technical trade-offs
  • Understand Workplace Investing business and organizational structures
  • Excellent strategic and critical thinking, analytical and problem-solving skills
  • Outstanding listening, communication and facilitation skills
  • Proven time management and organizational skills; able to balance multiple competing priorities
  • Ability to find opportunities to innovate and take thoughtful risks to get the work done better and faster
  • Agile mentality; experience with Jira or similar Agile backlog management tool preferred
  • Bachelor’s degree or equivalent years of experience required; MBA preferred
  • Proficient in MS Word, Excel, Mural and PowerPoint

Note: Fidelity is not providing immigration sponsorship for this position

The Team

The squad is focused on evolving the Fidelity Retirement Income Offering to better align products and solutions to the needs of our participants and plan sponsors. The squad resides within the Lifetime Financial Help Product Area and the Workplace Investing Strategy Planning & Advice Domain whose mission is to equip plan sponsors and participants with the tools and knowledge to achieve financial well-being. The team works across workplace and external partners to deliver on this focus. Additionally, as a member of the Customer Solutions Chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.

Certifications

Category:

Product Management

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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