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Director, Young Customer

3 months ago

Merrimack, United States Fidelity Investments Full time
Job Description:

The Role

Are you dedicated to collaboration in an agile, client-centric, dynamic environment and love to test and learn? We are looking for client-obsessed leader who is committed to thinking differently and breaking barriers for reaching new audiences for Fidelity. If you have strong history of delivering digital experiences that engage and enrich customers lives and improve their financial outcomes, we want to speak with you #CSB

The Director role involves working across squads, product areas, and domains to understand insights and develop solutions that fit together in a way that is valuable for the customer and aligned with the business strategy. The role is responsible for identifying and creating best-in-class client experiences for Fidelity's youngest customers. It involves actively participating in and/or leading strategic product development discussions, developing a roadmap of prioritized features and capabilities, breaking down the work into bitesize pieces with well-defined end-points, and leveraging data to prioritize work (in partnership with the Squad Leader and Scrum Master) to deliver value. It requires an understanding of the customer's needs, the ability to define experimentation agendas and assess work against KPIs and revenue targets.

The Expertise and Skill You Bring
  • Bachelor's Degree or equivalent with 12+ years of experience or Master's Degree with 10+ years of experience
  • Strong business knowledge of financial services and digital client design and technology development experience
  • Experience in developing product offerings for students in middle school through college
  • Experience in selecting and managing vendors
  • Strong analysis skills, a strategic voice, product management skills, and a collaborative approach of delivering efficient client experiences
  • A data-focused approach to understanding customer needs, translate objectives into action, and prioritize to improve value delivered
  • Ability to think beyond traditional financial services to drive best-in-class experiences. Building credibility and trust with partners and understand how to influence without authority.
  • Thinking strategically about business goals and roadmap how the unique elements fit together - crafting end-to-end client journeys and experiences to address key customer needs. A problem solver with the ability to understand sophisticated business problems and develop practical approaches for solving them.
  • Encouraging, prioritizing, and coordinating delivery. Providing strategic guidance to align efforts while clearly communicating progress, decisions, blockers, and risks to partners.
  • Taking ownership of several initiatives at once and able to work independently to complete tasks in high-quality, timely manner.
  • Working in a fast paced, collaborate, client centric environment and possess a positive, can do demeanor
  • Synthesizing data from multiple sources and present analysis, relevant insights, and themes in a simple/clear way.
  • Driving competitive advantage through superior customer experience and targeted customer communications.

The Team

The Young Customer Product Area was stood up to lead an enterprise strategy to attract and retain our next generation of customers. It is a global team that is supported by multiple business units. The team is responsible for determining the young product strategy, supporting partners outside the product area who are launching work for this segment of customers and working alongside our marketing partners on a goto-market strategy. Within this product area, we will also be developing, ideating, and building products from the ground up. Our goal is to develop a customer-centric ecosystem that will enable us to increase speed to market, while in parallel continuing to deliver simple, but fresh digital experiences.

Please see below for the salary range for work locations in Colorado only:
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Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
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Please see below for the salary range for work locations in California only:
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Please see below for the salary range for work locations in Washington only:
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Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations [redacted], or by calling [redacted], prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.