What are the responsibilities and job description for the Product Delivery Director, Customer Solutions - Lifetime Financial Help position at Fidelity Investments?
Job Description
The Role
As a Product Delivery Director in Customer Solutions, you will work with the Group Squad Leader and Retirement & Planning teams to help bridge business strategy to product delivery. You will lead end-to-end business analysis that accounts for plan participant, plan sponsor and operational requirements for new product offerings. You will execute on critical Financial Wellness initiatives around personalized messaging and insights as well as digital financial planning and channel strategy. Working in the Lifetime Financial Help product area, you will perform comprehensive analysis to understand requirements and assess end-to-end impacts across all functions to ensure delivery teams have the right inputs to deliver high-quality solutions. You will be responsible for ensuring successful delivery of priorities, supporting the definition and prioritization of future initiatives, and working collaboratively across internal and external stakeholders. Directors in Customer Solutions must be highly motivated leaders, 'self-starters' with a sense of ownership, and a strong desire to succeed.
Note: Fidelity is not providing immigration sponsorship for this position.
The Expertise And Skills You Have
The Lifetime Financial Help equips plan sponsors and participants with the tools and knowledge to achieve financial well-being. We offer innovative solutions that empower plan sponsors to support their employees. Enabling them to confidently plan, save, invest, and ultimately achieve their financial goals.
The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 200 business professionals, and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing. 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
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
As a Product Delivery Director in Customer Solutions, you will work with the Group Squad Leader and Retirement & Planning teams to help bridge business strategy to product delivery. You will lead end-to-end business analysis that accounts for plan participant, plan sponsor and operational requirements for new product offerings. You will execute on critical Financial Wellness initiatives around personalized messaging and insights as well as digital financial planning and channel strategy. Working in the Lifetime Financial Help product area, you will perform comprehensive analysis to understand requirements and assess end-to-end impacts across all functions to ensure delivery teams have the right inputs to deliver high-quality solutions. You will be responsible for ensuring successful delivery of priorities, supporting the definition and prioritization of future initiatives, and working collaboratively across internal and external stakeholders. Directors in Customer Solutions must be highly motivated leaders, 'self-starters' with a sense of ownership, and a strong desire to succeed.
Note: Fidelity is not providing immigration sponsorship for this position.
The Expertise And Skills You Have
- Exceptional product development skills including market / customer research, requirements and data analysis, use case development, product and process documentation
- Ability to understand business strategy and collaborate with product leads to define the product vision and roadmap
- Business Capability Mapping: Experience in enterprise business capability modeling and analysis for current and target state
- Journey Mapping: Experience building or working with journey maps to understand customer experiences and needs
- Value Stream Mapping: Analyze value streams to identify and clarify needed business outcomes and drive efficiency
- Excellent critical thinking, analytical and problem-solving skills
- Adept at storytelling and creating presentations to all levels on complex topics
- Strong understanding of financial wellness offerings, digital product development, and workplace business, preferred
- Ability to participate in technical discussions and work through solution options with technology partners
- Establish and lead requirements gathering meetings, design sessions and planning sessions for large initiatives
- Skilled at building effective relationships and influencing key partners in business, IT and Legal, Compliance, and Risk and others to connect people and work across the organization
- Skilled at facilitating diverse groups of people to move towards solutions while influencing key decision makers based on analysis findings
- Proven time management and organizational skills; able to balance multiple competing priorities
- 10 years business architecture/ business analysis / product management, ideally working in an Agile Scrum environment, with ability to work across multiple teams
- Bachelor’s degree or equivalent experience required; MBA preferred
The Lifetime Financial Help equips plan sponsors and participants with the tools and knowledge to achieve financial well-being. We offer innovative solutions that empower plan sponsors to support their employees. Enabling them to confidently plan, save, invest, and ultimately achieve their financial goals.
The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 200 business professionals, and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing. 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
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.
