Director/Consultant, Wealth Product & Experience Personal Cards – Credit Card 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

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor’s Degree required and 8-12 years of experience, focused in the financial services, credit cards area
Background and passion for solving customer problems and delivering engaging, personalized, digital solutions
Strong focus on execution, identifying and removing impediments to progress
Demonstrated knowledge of business analyst techniques, such as: benchmarking, business rules analysis, user stories, user acceptance testing and product documentation
Strong analytical skills and ability to apply critical thinking skills and understand sophisticated customer needs
Project management skills to run execution teams aligned to strategic plans & objectives
Strong listening, presentation and persuasion skills to achieve consensus with multiple audiences
Agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity
Proved track record of bringing innovative Mobile and Web products to a diverse customer base
Familiarity with Agile process & tools (Jira, Mural) including possessing good story-writing skills is preferred
Active participation and/or leading in the prioritization of the squad work defining requirements, understanding business & technology needs, and writing Agile stories

Responsibilities

Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus groups
Evaluating the competitive landscape to understand potential differentiation
Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences
Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases
Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service
Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes

Skills

Credit Cards

Customer Research

UX Design

API Development

Business Analysis

Benchmarking

Business Rules

Regulatory Compliance

Product Development

Digital Solutions

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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