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Squad Leader, Retail Health Savings (HSA), Custodial, Education Savings (529)  and ABLE

Squad Leader, Retail Health Savings (HSA), Custodial, Education Savings (529) and ABLE

locationWestlake, TX, USA
PublishedPublished: 6/5/2025
Project Management / Professional Services
Full Time

Job Description:

As the Squad Leader for Retail Health Savings (HSA), Custodial, Education Savings (529) and ABLE accounts, you will partner and align with product leaders to deliver on committed outcomes. You will work with the scrum team to execute delivery of our product features and releases aligned to the integrated product roadmap.​ The role reports to the Group Squad Leader (GSL), Specialty Saving and Lending.

The Value You Deliver

  • Responsible for proactive research, analysis and recommendation of new & existing feature opportunities to be shared with GSL for consideration

  • Leverage product management discipline and technical acumen to execute product backlog

  • Responsible for contributing to a unified Product Backlog, owned by a GSL & CL, by breaking down, prioritizing, planning and executing against delivery Sub-Initiatives

  • Drive continuous delivery of Epics & Stories, aligned to Sub-Initiatives that have been prioritized

  • Contribute to KPIs for products and product groups as defined by Product Area Leader (PAL), GSL and CL

  • Designs and executes experiments to validate customer value and iterate as necessary by gathering and analyzing customer/user feedback data to help improve/ design features

  • Measures success & delivery output with enterprise delivery metrics and product value outcome metrics

  • Leverages Product Lifecycle Framework to inform product capability/ feature development

  • Provides inputs to all functional leaders about talent acquisition & planning, including number of resources, skills & competency requirements and mobility, capacity planning, including composition and construction of teams

The Expertise and Skills You Bring

  • Bachelor’s degree required; graduate degree preferred.

  • 10+ years of professional experience; financial services preferred

  • Possesses strong technical aptitude and/or background (has supported a technical product for 3+ years)

  • Demonstrates strong technical acumen to translate, define & understand technical requirements needed to deliver capabilities/features.​ Has strong understanding of the technology ecosystem (standards, practices, processes & tools)

  • Proven success in

  • delivering customer value in a highly complex and fast paced environment

  • leading team directly or indirectly

  • working and building partnerships in a highly matrixed, cross-functional environment with collaboration and building strong internal and external business partnerships

  • defining and launching products and services from concept to scale in market using Agile methodology practices/ceremonies processes and tools

  • Proven track record of developing, executing and managing digital products and platforms

  • Implementing new technologies and leveraging cloud based solutions to enable speed and reuse

  • Adept at synthesizing quantitative data and qualitative feedback, using a data-focused approach to understanding customer needs, translating strategic goals into action, and prioritize to improve value delivered

  • Ability to handle multiple, sometimes conflicting priorities, balancing the needs of Cash Solutions and key partners

  • Skilled at influencing, and motivating colleagues without formal authority, and have a track record of building successful teams

  • Excellent presentation skills as well as solid written and verbal communication skills; ability to synthesize and articulate complex to simple

  • Ability to grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria

  • Ability to run a highly diverse, non-co-located agile team

  • Platform mentality, building for scale and reuse across multiple experiences

The Team

Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play for our customers in this critical area of their finances, by offering innovative capabilities to serve the spending and saving needs of new and existing customers.

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.