Strategy Program Manager

Participant Engagement - Channel Strategy & Transformation

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Program Manager in Boston, MA. 

The Role
Together, we can make it easier for associates to deliver great experiences for participants. If you know the power of aligning teams and systems to drive forward progress, and love spending your days solving challenging problems and mobilizing teams to achieve, we need you!

The expertise and Skills You Bring

This nimble team will have flexible skills and ability to evolve our working model over time, allowing team members to work as a close-knit team, play a variety of roles, and develop and lead in different areas as business needs change. Using agile and collaborative approaches, the team will lead:

• Channel Strategy & Planning: Work with PE leadership team to develop an integrated channel strategy, clear priorities, and aligned resources, and will lead ongoing coordination of broader resources against the PE strategy to maximize impact on fewer, bigger things
• Partnerships & Integration: Build partnerships & processes with business partners and adjacent organizations to anticipate shared goals, partner on outcomes?, and scale efforts
• Transformation & Service Model design: Lead the design & delivery of transformation, service model, & career pathing efforts

Day-to-day skills used in the role will be a combination of program management, strategic consulting, and transformation / test-and-learn / service model design.

Ideal candidate has experience working in or supporting distribution channels at Fidelity, as well as skills in service model design / program management. Working as a collaborative team member and business partner while also taking proactive ownership of bodies of work is critical, autonomously leading on behalf of others while ensuring alignment to a central strategy.

Experience needed:

• Strong understanding of PI, WI, and / or TEM distribution models necessary
• Proven program management, process improvement, consulting, service model, transformation (or similar) experience necessary
• Proven ability to manage effectively in a fast paced, high pressure and high visibility environment
• Exceptional communication, interpersonal, and organizational skills
• Mix of experience within home office and distribution preferred
• Experience working with agile or agile-like teams preferred

The skills you bring:

• Bringing clarity and process to ambiguous, challenging problems is your strength, and you are able to translate an aspirational vision into actionable plans
• You have a passion for “systems thinking,” analysis, planning, strategy, and innovation
• You’re effective at defining outcomes with Product Owners, one Sprint at a time, and building practical measurement plans to test and learn
• You have a knack for simplifying complexities through your visual presentation skills
• You are a connector, with experience translating varied perspectives into a common vision using strong communication and interpersonal skills, and find it natural to regularly engage with broader systems of work to create understanding, generate new ideas, and break down barriers to improving outcomes
• You maintain optimism when faced with new challenges, taking a curious and proactive approach to solving problems alongside colleagues

The Team

The Participant Engagement organization is comprised of TEM’s two participant-facing groups: TEMPA (TEM Planning & Advice) and WEPA (Workplace Education, Planning, & Advice), which provide education & planning solutions to workplace participants both via phone and on site at plan sponsors.

The PE Channel Strategy & Transformation team is responsible for working across both WEPA & TEMPA, in partnership with the Participant Engagement leadership team, to define the collective vision, strategy, and objectives for Participant Engagement, and to recommend, prioritize, and help implement channel strategies and service model improvements.

What we will do

The team will act as the central hub for assessing, prioritizing, and leading the implementation of Participant Engagement channel strategies and optimization efforts. Working in an agile-like manner, team members will engage across the business to ensure strategic efforts address the most critical needs of the organization, and reflect the voice of associates and leaders across the groups. On an ongoing basis, the team will lead the business in efforts to ensure the channels and associate roles are designed and operating to most effectively serve participants, engage associates, and deliver results that drive Fidelity’s business objectives.

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 all business days of every other week in a Fidelity office. 

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at 

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit

Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.