Director/Consultant, Business Enablement, Lending Solutions at Fidelity Investments

Westlake, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, BankingIndustries

Requirements

Bachelor’s degree or equivalent with minimum of 6-10 years professional experience and good understanding of Fidelity’s product/services and operational processes (experience with bank lending solutions is a plus)
Familiarity with Agile process & tools & proven ability to translate business strategy into technical requirements
Strong technical background with the ability to actively participate in detailed discussions and work through solution options with technology partners
Ability to think of the broader impact of changes and downstream work
Embrace working within a team of associates with diverse skill sets, including Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners
Business insight, technical insight, and analytical abilities to make decisions and define work based on data and trends
Strong affinity for business and systems analysis, data analysis, and system & process improvement work throughout the product development lifecycle
Ability to synthesize requirements and business needs into full Agile stories
Proven experience in product management, project management, analysis, and process improvement
Ability to work & act independently, balance competing priorities, influence others, manage stakeholders, and maintain a positive can-do demeanor
Strong collaboration, communications, organization, and presentation abilities
Strong skills in JIRA, Miro, PowerPoint, and Excel

Responsibilities

Focus on improving the customer experience, expanding lending capabilities and vendor relationships, and innovating new experiences related to securities-backed and mortgage lending solutions
Active participation in defining requirements, understanding business & technology needs, and writing Agile stories to help advance the infrastructure and assist with system & process improvements
Participating in and leading readiness and rollout activities related to production releases
Performing business testing focused on new functionality, operational processes, and end user experience
Implementing, measuring, and utilizing metrics & data to aid in identifying enhancement and improvement opportunities
Participating in the prioritization of the squad work (in partnership with Squad Leader & Scrum Master) to deliver value based on an understanding of business and system needs
Helping to conduct key research and analysis to prioritize squad work
Production Support of active lending customers, including monitoring existing product health dashboards and responding to ad hoc client and associate requests

Skills

Agile

Business Analysis

Requirements Definition

User Stories

Business Testing

Metrics Analysis

Data Analysis

Production Support

Lending Solutions

Securities-Backed Lending

Mortgage Lending

Vendor Management

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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