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<h3>Job Description:</h3><p>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. </p><p><strong>The Value You Deliver</strong> </p><ul><li><p>Responsible for proactive research, analysis and recommendation of new &amp; existing feature opportunities to be shared with GSL for consideration </p></li></ul><ul><li><p>Leverage product management discipline and technical acumen to execute product backlog </p></li></ul><ul><li><p>Responsible for contributing to a unified Product Backlog, owned by a GSL &amp; CL, by breaking down, prioritizing, planning and executing against delivery Sub-Initiatives </p></li></ul><ul><li><p>Drive continuous delivery of Epics &amp; Stories, aligned to Sub-Initiatives that have been prioritized </p></li></ul><ul><li><p>Contribute to KPIs for products and product groups as defined by Product Area Leader (PAL), GSL and CL </p></li></ul><ul><li><p>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 </p></li></ul><ul><li><p>Measures success &amp; delivery output with enterprise delivery metrics and product value outcome metrics </p></li></ul><ul><li><p>Leverages Product Lifecycle Framework to inform product capability/ feature development </p></li></ul><ul><li><p>Provides inputs to all functional leaders about talent acquisition &amp; planning, including number of resources, skills &amp; competency requirements and mobility, capacity planning, including composition and construction of teams <br> </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Bachelor’s degree required; graduate degree preferred. </p></li></ul><ul><li><p>10+ years of professional experience; financial services preferred </p></li></ul><ul><li><p>Possesses strong technical aptitude and/or background (has supported a technical product for 3+ years) </p></li></ul><ul><li><p>Demonstrates strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features.​ Has strong understanding of the technology ecosystem (standards, practices, processes &amp; tools) </p></li></ul><ul><li><p>Proven success in </p></li></ul><ul><li><p>delivering customer value in a highly complex and fast paced environment </p></li></ul><ul><li><p>leading team directly or indirectly </p></li></ul><ul><li><p>working and building partnerships in a highly matrixed, cross-functional environment with collaboration and building strong internal and external business partnerships </p></li></ul><ul><li><p>defining and launching products and services from concept to scale in market using Agile methodology practices/ceremonies processes and tools </p></li></ul><ul><li><p>Proven track record of developing, executing and managing digital products and platforms </p></li></ul><ul><li><p>Implementing new technologies and leveraging cloud based solutions to enable speed and reuse </p></li></ul><ul><li><p>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 </p></li></ul><ul><li><p>Ability to handle multiple, sometimes conflicting priorities, balancing the needs of Cash Solutions and key partners </p></li></ul><ul><li><p>Skilled at influencing, and motivating colleagues without formal authority, and have a track record of building successful teams </p></li></ul><ul><li><p>Excellent presentation skills as well as solid written and verbal communication skills; ability to synthesize and articulate complex to simple </p></li></ul><ul><li><p>Ability to grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </p></li></ul><ul><li><p>Ability to run a highly diverse, non-co-located agile team </p></li></ul><ul><li><p>Platform mentality, building for scale and reuse across multiple experiences </p></li></ul><p><strong>The Team </strong> </p><p>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. </p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p>

Fidelity Investments

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

<h3>Job Description:</h3><h3><strong>Investment Consultant</strong></h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3><strong>The Purpose of Your Role</strong></h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3><strong>The Value You Deliver</strong></h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>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.</p>

Investment Consultant - Cambridge, MA

<h3>Job Description:</h3><p><strong>Role</strong> </p><p>Cash Solutions Save and Lend Product Area is seeking an accomplished product leader with a passion for engaging partners across various business units to pioneer a new level of insights and program management as Group Squad Leader. You will bring deep experience in large-scale program management, with a proven track record in how to constructively shape strategy and decision-making. As a leader engaged with multiple executives across the four business units, you’ll use your polished executive presence, passion for problem-solving, and persistent curiosity to forge partnerships, create and deliver on a strategic roadmap, and bring actionable value to the business. Working with partners throughout and beyond Cash Solutions, you’ll ensure our Save and Lend products and capabilities deliver on the future needs of our customers. </p><p><strong>The Value You Deliver </strong> </p><p>As part of this leadership role, some key responsibilities will include: </p><ul><li><p>Manage and execute product roadmap &amp; strategy alignment with Product Area strategy </p></li></ul><ul><li><p>Co-manage unified product backlog, developed by engaging squad leaders to break down, prioritize, plan and execute against </p></li></ul><ul><li><p>Influence, inform and align product strategies with partners </p></li></ul><ul><li><p>Deliver on roadmap by defining &amp; sequencing delivery Sub-Initiatives that have been prioritized by Product Area Leaders &amp; engineering functional leaders </p></li></ul><ul><li><p>Define, track and achieve all product-related KPIs, including business value, technology lifecycle management &amp; talent, that align directly to Product Area and business-set KPIs </p></li></ul><ul><li><p>Manage Squad Leaders who are focused on delivery of the product capabilities and features </p></li></ul><ul><li><p>Consult with functional leaders (GCL/CL), who own workforce planning, about talent acquisition &amp; planning, including number of resources, skills &amp; competency requirements and mobility </p></li></ul><ul><li><p>Lead and enable </p></li></ul><ul><li><p>Key Agile and portfolio routines: </p></li></ul><ul><li><p>Engage in a consistent set of standard delivery routines. Includes appropriate functional leaders in routines based on stage of product lifecycle. Assess, discuss &amp; action a consistent set of standard delivery metrics that drive team performance. </p></li></ul><ul><li><p>Quarterly Group Squad Reviews &amp; Planning &amp; Regular Scrum of Scrums (if cross-team execution applicable) </p></li></ul><ul><li><p>Quarterly Strategic Initiative Reviews &amp; Planning &amp; Quarterly Product Area Reviews &amp; Planning </p></li></ul><p><strong>The Expertise You Have</strong>​ </p><ul><li><p>Bachelor’s Degree required​ </p></li></ul><ul><li><p>Minimum 12 years of deep technical product management experience and working with key stakeholders enabling product development and delivery </p></li></ul><ul><li><p>5+ years successfully leading and developing teams with diverse capabilities and experience </p></li></ul><p><strong>The Skills You Bring </strong> </p><ul><li><p>Significant </p></li></ul><ul><li><p>understanding of the financial industry and depth of experience in Agile practices and tools; including prioritization of backlog </p></li></ul><ul><li><p>Depth of technical acumen and background </p></li></ul><ul><li><p>Proven success in </p></li></ul><ul><li><p>managing technical strategic decisions, day-to-day technical oversight, and talent support of squad leaders </p></li></ul><ul><li><p>collaborating across leadership teams with competing priorities and key dependencies to achieve deliverables </p></li></ul><ul><li><p>championing recommendations and influencing decisions at all levels of management </p></li></ul><ul><li><p>translating complex technical issues into understandable, synthesized executive briefs </p></li></ul><ul><li><p>Advanced level of knowledge of multiple disciplines required to perform at a senior level. </p></li></ul><ul><li><p>Excellent verbal/verbal skills and executive presence </p></li></ul><ul><li><p>Cross BU work experience a plus </p></li></ul><p><strong>The Team</strong> </p><p>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. </p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p>

Group Squad Leader, Save and Lend

<h3>Job Description:</h3><p>Job Description:</p><p><strong>The Role</strong></p><p>This is an individual contributor data science role. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems.</p><p>You will have:</p><ul><li><p>PhD or Master's in AI/ML, Computer Science, Statistics, Physics or Finance (with a background in Machine learning), with 6+ years plus of industrial experience. </p></li><li><p>Deep expertise in Python, data-centric AI/ML techniques</p></li><li><p>Experience taking a model to production and realizing measurable value from it to the team or firm</p></li><li><p>Ability to work on and drive progress for multiple projects at the same time</p></li><li><p>Experience guiding business on identifying AI use cases and optimally contributing to brainstorming sessions</p></li><li><p>Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results</p></li><li><p>Excellent planning, project management, consulting, leadership, and talent management skills</p></li><li><p>Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery</p></li></ul><p><br><strong>The Team</strong></p><p>We are a data science team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and have incorporated some LLM use cases into our pipeline, amongst other emerging technologies. </p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>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.</p>

Director, Data Science

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p>

Financial Consultant- Beaverton, OR

<h3>Job Description:</h3><p><strong>Director of Product Strategy, Advanced Brokerage</strong></p><p><strong>The Role:</strong></p><p>We're seeking a Director of Product Strategy, Advanced Brokerage<strong>,</strong> to lead key initiatives for the growth of our sophisticated brokerage solutions within Fidelity Brokerage. This role will define the product vision, craft the roadmap, and lead key critical initiatives to significantly expand products and offerings, open new client segments, drive customer adoption, increase asset flows, and drive revenue growth.</p><p>As a key member of the Product Strategy team, we are seeking a strong contributor to develop the strategy for our Active Trader Pro/Trader+ trading platforms, margin, securities finance, and other offerings and capabilities targeting our most sophisticated trading customers. We are looking for someone who will collaborate closely with Enterprise partners, Fidelity Consulting, Strategy &amp; Planning, Delivery, Technology/Architecture, Marketing, and Distribution teams to ensure solid execution. You'll also lead competitive research, financial analysis, opportunity sizing, and business case development of key strategic priorities.</p><p>This role reports to the Vice President, Product Strategy, Advanced Brokerage and is part of the Brokerage Customer and Product strategy organization responsible for commercializing our brokerage offering to drive growth within the self-directed investing markets and customer segments.</p><p><strong>The Skills and Expertise You Bring</strong></p><ul><li>Bachelor's degree or equivalent is required; MBA, Chartered Financial Analyst designation, or equivalent, a plus.</li><li>Series 7 is preferred, but not required.</li><li>5-10 years of experience in Trading, Product Development, Software Development, Product Strategy, or Consulting roles within the financial services industry.</li><li>Deep subject matter expertise in equity, ETF, options, futures, or crypto markets; trading and order management systems; margin and securities finance; hedge funds and prime brokerage; or other relevant brokerage experience.</li><li>Strong background in defining strategic roadmaps and leading the development of solutions and offerings aligned with, and in support of, the strategic direction of the business.</li><li>Experience engaging with senior internal and external customers and partners.</li><li>Experience leading teams and working collaboratively across a matrixed organization.</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Vision and Strategy Development:</strong> Owns the development and iteration of the strategic roadmap to optimize and meet customer and market needs.</li><li><strong>Market Engagement:</strong> Provides market-facing insights and commentary through partnerships with business development, relationship management, and client service teams.</li><li><strong>Competitive Landscape:</strong> Leads competitive research on key market participants and builds strategic partnerships with them.</li><li><strong>Business Planning &amp; Execution:</strong> Builds comprehensive business plans, including financial modeling, pricing, and expense projections, while prioritizing, sequencing, and phasing deliverables, and defining go-to-market strategies with compelling value propositions.</li><li><strong>Product Delivery Leadership:</strong> Partners with the Delivery Organization to deliver brokerage solutions, features, and concepts to market, targeted to diverse customer segments.</li><li><strong>Cross-Enterprise Partnership:</strong> Leads cross-enterprise business unit alignment for product readiness and deployment of sophisticated brokerage offerings, establishing project plans and leading them throughout their lifecycle.</li><li><strong>Market &amp; Regulatory Insights:</strong> Communicates strategic insights on regulatory and legislative trends, and their impact on the client/customer experience.</li><li><strong>Communication</strong>: Strong communication, interpersonal and relationship building skills with which you influence and engage across Fidelity and levels of the organization.</li><li><strong>Data driven decision making:</strong> Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team:</strong></p><p>Our team manages our existing brokerage product offerings by strategically driving the development, market launch and continual support and improvement of our brokerage products. We define and manage our customer and solution offering for the brokerage business and partner with Delivery, Distribution, and Enabling Teams to conceptualize, develop, launch, and evolve offerings to achieve business outcomes.</p>The base salary range for this position is $100,000-$169,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Director of Product Strategy, Advanced Brokerage

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>In this role as a key leader of the Workplace Investing Data Operations team, you will lead a department of associates dedicated to helping clients as they implement data integration with Fidelity for servicing their benefits! You advise all aspects of your team including operational service levels, efficiency, quality standards, associate performance, risk mitigation and process improvement initiatives. You'd lead resources and results in a highly interdependent ecosystem and leading the end-to-end quality, timeliness, and efficiency of results to internal and external customers! As a high volume group, our space is evolving with new tech and lots of changes constantly. We need someone who adapts well to change and can take on new technology in this constantly evolving environment.</p><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li>5+ years of operational management experience</li><li>Excellent verbal and written communication skills including the ability to effectively work well with colleagues and clients at all levels</li><li>Proven record balancing customer service and happiness with sound business judgment.</li><li>Knowledge of DC benefit plan administration</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>This position requires a strong previous management background, no less than 5 years of demonstrated ability</li><li>Strong analytical, and problem solving skills</li><li>Operational mentality delivering consistent quality process and control outcomes</li><li>Multifaceted leadership with a focus on talent development and delivering quality outcomes</li><li>Strong interpersonal and organizational skills such as leading by influence and establishing relationships at all organization levels</li><li>Understanding processes from start to finish while also being able to simplify sophisticated problems into measurable concepts</li><li>Strong influencing across multiple geographic locations, processes, and functions</li><li>Collaborating with business partners to resolve end-to-end process issues and champion improvements to the customer and associate experience</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>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.</p>

Senior Manager

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Cash Solutions Cash and Money Movement (CMM) Product Area is seeking an accomplished product leader to advise and inform and guide strategic decision-making by leading the commercialization strategy for the Product Area. The Products are payment and banking capabilities to store, move, view and access your money simply, quickly, and securely.</p><p>As the Commercialization Team Leader, you will bring deep market and retail banking and payment industry knowledge to understand customer expectations, changes in markets and competitors. You will lead teams that understand the competitive landscape and current state in order to build a vision, develop strategic roadmaps aligned to capabilities to optimize and meet customer and market payments and banking needs. Fidelity offers a robust suite of retail banking products, including checking accounts, FDIC-insured deposits, Bill Pay, and ACH services for both deposits and direct debits. Looking ahead, we are growing our capabilities to include Real-Time Payments and Person-to-Person (P2P) Payments.</p><p>Along with your teams you proactively identify new customer opportunities and build cases to discern commercial viability. This will include working with Product Area Leaders on enabling CMM capabilities increase adoption, retain customers and grow Cash Management, 529, HSA and Custodial Accounts</p><p>You partner with strategy, delivery and other leaders to prioritize execution plans across multiple partners. In addition, you will:</p><ul><li>Engage and influence clients and multiple partners</li><li>Partner with leaders in the building of business plans inclusive of revenue modeling, pricing, and expenses while setting priority, sequencing and phasing of deliverables, and the go-to-market strategy with key value propositions</li><li>Evaluate and optimize value based on overall Domain vision and priorities through continuous refinement</li><li>Demonstrate consulting capability to work closely across business units and leaders to effectively craft priorities</li><li>Demonstrate deep knowledge of the payment and banking market and the industry trends to understand customer expectations, changes in markets and competitors</li><li>Lead the visioning, development and iteration of payment and banking capabilities initiative roadmap for aligned product capabilities that meet customer &amp; market needs</li><li>Build effective cases to discern commercial viability and optimization of resources</li><li>Develop strong execution plans reflecting multiple partner needs</li><li>Lead talent lifecycle of team including hiring, mentor, developing and performance management practices</li></ul><h3><strong>The Expertise &amp; Skills You Bring</strong></h3><ul><li>Bachelor’s Degree required</li><li>15+ years of proven experience with product strategy and development and working with key partners enabling product development and delivery</li><li>Minimum 5 years<ul><li>Developing digital banking and payments capabilities and working on to market Financial Services environment</li><li>Directly leading and developing teams with diverse capabilities and experience</li></ul></li><li>Shown success<ul><li>Applying modern product management and digital payment and banking transformation approaches to leadership of large and complex initiatives across organization</li><li>Analyzing data to make decisions about your approach, both in day-to-day leadership and strategic tradeoffs</li><li>Driving initiatives across large, cross-functional teams, demonstrating end-to-end business thinking, planning, and decision-making to achieve clear and measurable outcomes.</li></ul></li><li>Familiarity with developing digital banking and payments products including Bill Pay, Real-time Payments, Person to Person Payments and ACH deposits and direct debits</li><li>Skilled at strong interpersonal and influencing skills to navigate working with across leadership teams with contending priorities and key dependencies; Cross BU work experience a plus</li><li>Excellent verbal and written communication skills with proven track record to foster recommendations and influence decisions at all levels of management</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>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. To simply and securely solve the financial needs of our customers every day and in the moments that matter.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p>

VP, Cash &  Money Movement Commercialization Leader

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Orland Park, IL

<h3>Job Description:</h3><p>Do you excel at helping clients make data-driven decisions? The Data Analytics and Insights center of excellence is the information hub for HR Shared Services! We are seeking candidates experienced in these key areas:</p><ul><li><p><strong>CONSULT </strong>partners on analytical challenges leading to new insights to influence business strategy. Lead and guide the clients through data-driven decision making. Passion to boost productivity, accelerate business impacts, and reduce manual work are fundamental.</p></li><li><p><strong>ANALYZE </strong>the data to address client inquiries. Quantify the questions, find trends, and visualize them optimally. Data management and visualization experiences are critical.</p></li><li><p><strong>EVOLVE </strong>the existing portfolio of reports and analytics. Maintain the quality of service while continuously adding process efficiency, automation, new insights, and better visualization methods.</p></li></ul><h3>The Expertise and Skills You Bring</h3><ul><li><p>A bachelor’s degree, preferably in business administration, finance, mathematics, data science, computer science, or MIS</p></li><li><p>Experience guiding leaders to identify key questions by providing data driven insights that influence business strategy</p></li><li><p>Hands-on data visualization development experience with tools such as Tableau and Power BI</p></li><li><p>Data management experience with Workflow or ETL applications (such as Alteryx), preferably using relational database (SQL, Snowflake, Oracle, or similar)</p></li><li><p>SQL Skills required – ability to edit existing and create new SQL queries.</p></li><li><p>Provide thought leadership with new metrics, key performance indicators, and ways to visualize the data.</p></li><li><p>Advanced knowledge of EXCEL is required.</p></li><li><p>You are hard-working self-starter that can lead and deliver creative customer data solutions across multiple levels independently.</p></li><li><p>You can work with ambiguity and uncertainty; with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><h3><strong>The Team</strong></h3><p>The Data Analytics and Insights center of excellence is the information and data hub for HR Shared Services. We collaborate with our partners in HR Shared Services to ensure that they have the data they need to make data driven business decisions and effectively tell their story.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>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.</p>

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