Director, Business Strategy, Advice Offerings

Job Description:

Director, Product Strategy, Advice Offerings

Job Description

You blend critical thinking with a drive for delivering strong and actionable results, while being passionate about bringing value to our plan sponsors, participants, and Fidelity. As a member of the Workplace Managed Account strategy team, you will collaborate with your team and our business partners across Workplace, Retail and Asset Management businesses to identify and prioritize strategic opportunities and develop strategies to enhance and expand current offerings. You will work across product team leads, distribution channel partners and other strategy leads to evaluate and influence strategic decisions and roadmaps and execute on the top growth opportunities. You will be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role, and support your teammates do the same.

The Team

As part of the Workplace Managed Account Product Area, the strategy team, is responsible for establishing the product’s next 2-3-year strategy by interpreting market signals, understanding clients and customers’ needs and assessing competitive landscape to define the top growth opportunities, ideate and enhance existing or incubate new offerings. As a team, we believe that balancing collaboration with strategic thinking infused by data-driven outside-in insights would lead to the best possible outcomes.

The Value You Deliver

• Use outside-in insights to develop hypotheses and inform learning agendas
• Conduct market, customer, and competitive research to bring an outside-in perspective to help identify value to customer and inform prioritization
• Collaborate within and across partners to develop growth opportunities that meet client and customer needs
• Work with Product Area and Group Squad leadership to facilitate development and prioritization of a backlog of opportunities by building compelling and data-driven business cases, product roadmaps, leading to appropriate resourcing and outcomes
• Build credibility and trust with a diverse set of leaders in and out of the product area to influence and align around shared goals and visions
• Incubate early stage concepts to test and refine market potential
• Develop executive level communications for internal and external use
• Participate in and facilitate regular strategic planning discussions

The Expertise You Have

• Experience in management consulting and/or product strategy, and/or distribution strategy is strongly preferred
• Financial services experience preferred, but not required
• Agile experience preferred, but not required Bachelor’s or equivalent with 10+ years of experience, Master’s preferred

The Skills You Bring

• Data-driven approach to frame market opportunities and inform “key strategic questions”
• Strong cross-functional leadership and skills to navigate a demanding environment and influence partners with a wide range of priorities and perspectives
• Comfortable with a fast-paced environment, familiar with testing and learning to optimize impact
• Ability to lead multiple high priority initiatives simultaneously and with multiple groups
• Excellent consultative, listening, communication, and analytical skills
• Continuous improvement mindset and intellectual curiosity
• Customer obsessed and proven commitment to delivering frequent, high business value
• Ability to see opportunities for innovation and taking thoughtful risks to get the work done better and faster
• Strong team collaboration with the ability to navigate differences in opinion with grace and utilize constructive feedback as data for the next iteration

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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 top 10 Best Place to Work in 2024. 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.

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.

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, detailed in this document, 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.

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@fmr.com.

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